Allwin Finserv Private Limited
Finance
Free · Designed for iPad. Not verified for macOS.
Allwin Finserv Private Limited is one-stop shopping for all your Investment needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:
- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance
Key Features:
- Complete Portfolio report download including all assets.
- View historical Performance of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.
Calculators and Tools available:
- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator
more - Introduced CRM module in the Broker Dashboard
- Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines
- Added Dark Theme for improved user experience
- Enabled Font Size customization for better readability
- Introduced Multi-Lingual support
4.1.1 Apr 30
- Introduced CRM module in the Broker Dashboard
- Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines
- Added Dark Theme for improved user experience
- Enabled Font Size customization for better readability
- Introduced Multi-Lingual suppor
4.1.0 Apr 24
- Introduced CRM module in the Broker Dashboard
- Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines
- Added Dark Theme for improved user experience
- Enabled Font Size customization for better readability
- Introduced Multi-Lingual support
3.0.9 Mar 31
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
3.0.8 11/04/2025
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Menu for Large IFA
- Updated Insurance Filter
- Fixed other crashes and bugs
3.0.5 08/25/2025
- Added Portfolio FD Categorization
- Added Add to Cart feature in MFU
- Added Credit against MF in Broker Login
- Added filter on SIP Summary
- Added New Nominee details in BSE / NSE / MFU
- Added birth proof certificate in BSE for Minors
- Auth handling while placing transfer holding in BSE
- Fixed dividend frequency while placing order in MFU
- Fixed default bank issue while placing order in NSE
- Fixed other crashes and bugs
3.0.4 07/09/2025
Added Step up SIP in NSE
Improved My SIP Report
KYC Status report now added in Broker Login
Fixed IIN Mapped Issue
Fixed BSE NRI Fatca Issue
Fixed SIP Summary - NAV issue
Fixed Meeting Note Crash
Fixed Other Crashes
3.0.3 03/19/2025
Added Step up SIP in NSE
Improved My SIP Report
KYC Status report now added in Broker Login
Fixed IIN Mapped Issue
Fixed BSE NRI Fatca Issue
Fixed SIP Summary - NAV issue
Fixed Meeting Note Crash
Fixed Other Crashes
3.0.2 03/18/2025
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process
- Fixed logout & Crashes issue
2.2.8 01/09/2025
Introduced Meetings Notes
Improved contact screen for AMFI due diligence req.
Improved NSE Onboarding Workflow
Added KYC Check while Placing Order
Added IIN Rejection Reason in Profiles
Added Collapsable Option on Home & Portfolio
Added Transaction Mode in New Investment
Added Balance units on fund's detailed Screen
Resolved Mandates Listing & Date Issue
Resolved Date Related Issues
Resolved Capital Gain Realised Report Issue
2.2.6 08/05/2024
- Login Via Mobile OTP
- Introduced New Goal Module with Add / Edit / Map Folio
- Improved Login / Forgot Password / Reset Password / Signup Screens
- Improved Transaction Filter
- Improved My Orders
- Resolved Login Issues
- Resolved Crashes
- General Update
2.2.1 03/19/2024
- Resolve Data Loading Issue
- Investment Profile Create in Broker Login
- Investment Return & One Day Change Percentage in Dashboard
- Separate Section for Market Update on Home
- Resolved Issue in Email Portfolio Valuation & Summary Report
- Resolved App Crash on few Screens
- Resolved Client Search Refresh Issue in Broker Login
- Resolved Mandate Selection Issue in few cases
- Improvement on few screens
- Other Improvement on UX
- General Update
2.2.0 02/08/2024
- Investment Profile Create in Broker Login
- Investment Return & One Day Change Percentage in Dashboard
- Separate Section for Market Update on Home
- Resolved Issue in Email Portfolio Valuation & Summary Report
- Resolved App Crash on few Screens
- Resolved Client Search Refresh Issue in Broker Login
- Resolved Mandate Selection Issue in few cases
- Improvement on few screens
- Other Improvement on UX
- General Update
2.1.9 01/24/2024
- Investment Profile Create in Broker Login
- Investment Return & One Day Change Percentage in Dashboard
- Separate Section for Market Update on Home
- Resolved Issue in Email Portfolio Valuation & Summary Report
- Resolved App Crash on few Screens
- Resolved Client Search Refresh Issue in Broker Login
- Resolved Mandate Selection Issue in few cases
- Improvement on few screens
- Other Improvement on UX
- General Update
2.1.4 07/14/2023
- Investment Profile Create in Broker Login
- Investment Return & One Day Change Percentage in Dashboard
- Separate Section for Market Update on Home
- Resolved Issue in Email Portfolio Valuation & Summary Report
- Resolved App Crash on few Screens
- Resolved Client Search Refresh Issue in Broker Login
- Resolved Mandate Selection Issue in few cases
- Improvement on few screens
- Other Improvement on UX
- General Update
2.0.7 02/21/2023
User can Pay Premium of their General Insurance, Tax Package Report in Capital Gain Download, Email & Phone No. Relationship, Gender Added on onboarding screen, Country Code Added in Registration Screen, Delete my Account option given, NSE Other bank Mandate, Prefill Bank on RTGS option while doing Addl. Transaction, My Order & Cease SIP, Scheme Information Document in Contact us > more, NSE Bank Add, My Document, Capital Gain Report in More Menu > Send Email, Graphs Datatable Updated, PAN added on Registration Screen, Other General Update, Other Crash & Bug Fix
2.0.5 08/22/2022
User can Pay Premium of their General Insurance, Tax Package Report in Capital Gain Download, Email & Phone No. Relationship, Gender Added on onboarding screen, Country Code Added in Registration Screen, Delete my Account option given, NSE Other bank Mandate, Prefill Bank on RTGS option while doing Addl. Transaction, My Order & Cease SIP, Scheme Information Document in Contact us > more, NSE Bank Add, My Document, Capital Gain Report in More Menu > Send Email, Graphs Datatable Updated, PAN added on Registration Screen, Other General Update, Other Crash & Bug Fix
2.0.4 08/20/2022
1. BSE New Purchase via Mandate option has been added for investor login.
2. Fixed the issue of Mandate not available pop up message coming in New Investment page
3. For Demat folios we have removed the option to Redeem by amount as that's not supported by BSE
4. Insurance document upload & download feature has been added to Insurance list page
5. Fixed the issue of ARN option not visible when new investment is done from broker login
2.0.3 05/09/2022
- Complete Portfolio report download including all assets.
- View historical Performance of your Portfolio easily
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.
2.0.2 01/05/2022
- Complete Portfolio report download including all assets.
- View historical Performance of your Portfolio easily
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.
2.0.1 10/12/2021
1. New Logo Updated.
2. General Updates, Performance improvements.
1.12 12/04/2020
1. New Logo Updated.
2. General Updates, Performance improvements.
1.11 12/02/2020
General Update like browser back functionality.
1.1 09/28/2018
- Introduced CRM module in the Broker Dashboard
- Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines
- Added Dark Theme for improved user experience
- Enabled Font Size customization for better readability
- Introduced Multi-Lingual support
more Version 4.1.1 Apr 30
Data Not Collected The developer does not collect any data from this app.
