WS FinServ is a app brought to you by WS FinServ Pvt Ltd

This App is for Investors to track their Investment Portfolio and know about our services.

The app's salient features include a detailed report that encompasses all your assets, easy login via your Google email id, transaction statement of any period, advanced capital gain reports, and a one-click statement of account download for any Asset Management Company in India.

Products covered include Mutual Funds & Equity Shares.

Key Features:

1. Investor Onboarding in 5 min.
2. Complete Paperless Process
3. Family Portfolio - Check updated Family Portfolio.
4. Applicant Portfolio - Check updated Applicant wise Portfolio.
5. Asset Allocation - Get the details of your Net Worth and its composition.
6. Sector Allocation - Get to know sector-wise allocation of your investment.
7. Scheme Allocation - Total exposure in different schemes and its current value.
8. One Day Change - Check how your Schemes performed yesterday.
9. Latest NAV - Track the NAV for any schemes.
10. Scheme Performance - Check the Top Performing Scheme based on returns.
11. By Folio - Check your scheme-wise and folio wise balance units and current values.
12. Tools - Contains different financial calculators for your help.

PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by WS FinServ Pvt Ltd

To get an account with us please email us at [email protected]