Manish Aggarwal
SIP|Mutual Funds|SIF|Insurance
Free · Designed for iPad. Not verified for macOS.
Manish Aggarwal is one-stop shopping for all your Complete Financial 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 (54EC, SGB, RBI, etc.)
• Fixed Deposits
• PMS
• Insurance
Key Features:
• Complete Portfolio report download including all assets.
• View historical Performance of your Portfolio easily.
• One Click Gmail Login.
• Transactions statement since inception.
• Instant and 1 Click Statement of Account Download for any Mutual Fund AMC in India.
• Industry 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.
• Portfolio view of External Investment made with other distributors.
Calculators and Tools available:
• Retirement Calculator
• SIP Calculator
• SIP Delay Calculator
• SIP Step up Calculator
• Marriage Calculator
• EMI Calculator
more - Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes
7.0.3 Aug 12
- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes
7.0.2 Aug 3
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements
7.0.1 Jul 23
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements
6.3.3 May 26
General update and bug fixes
6.2.9 Apr 30
General update and bug fixes
6.2.7 Apr 27
General update and bug fixes
6.2.6 Apr 24
1. Introduced CRM module in the Broker Dashboard.
2. Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines.
3. Added Dark Theme for improved user experience.
4. Enabled Font Size customization for better readability.
5. Introduced Multi-Lingual support.
6.2.5 Mar 31
- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues
6.2.4 Mar 18
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Bug Resolved of Sub Order in BSE Trusted Mode
- Resolved Net Capital Gain Positive value in Red
- Resolved various Bugs
- Removed Authenticate Nominee from Manage Profile
- Updated AMFI Links
- Dark Theme
- Setting for Font Size
- Added Accessibility Support and Dark Theme Support
- Crash fixes
6.0.6 Jan 22
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Bug Resolved of Sub Order in BSE Trusted Mode
- Resolved Net Capital Gain Positive value in Red
- Resolved various Bugs
- Removed Authenticate Nominee from Manage Profile
- Updated AMFI Links
- Dark Theme
- Setting for Font Size
- Added Accessibility Support and Dark Theme Support
6.0.4 Jan 16
- 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
6.0.3 10/25/2025
- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes
6.0.2 10/02/2025
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes
4.1.2 09/11/2025
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
4.1.1 08/28/2025
- Added New Nominee Requirements
- Other fixes and updates
4.0.9 06/07/2025
- Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Added security improvements
- Other fixes and updates
4.0.6 04/30/2025
- Improved My SIP Report
- Fixed NRI Fatca Issue
- Fixed SIP Summary - NAV issue
- Fixed Other Crashes
4.0.5 03/12/2025
- Order history - Added action to fetch Real time order status
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Improved Transactions Screen
- Fixed Order placing issues
- Fixed One-Day Change in Shares/Bonds.
4.0.4 02/13/2025
- Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
4.0.3 12/17/2024
- Add CAS Import
- Capital gain report PDF for FY 2024-25 is updated as per latest Taxation rules
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed logout issue
- Fixed Crashes
- General Update
4.0.1 12/11/2024
Introduced Meetings Notes,
Improved contact screen for AMFI due diligence req.,
Added KYC Check while Placing Order,
Added Collapsable Option on Home & Portfolio,
Added Transaction Mode in New Investment,
Added Balance units on fund detailed Screen,
Resolved Mandates Listing & Date Issue,
Resolved Date Related Issues,
Resolved Capital Gain Realised Report Issue,
General Update and Bug Fix.
3.1.4 07/31/2024
- Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update
3.1.1 06/04/2024
Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes
3.0.9 03/26/2024
- 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
3.0.7 03/19/2024
- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes
more Version 7.0.3 Aug 12
Data Not Collected The developer does not collect any data from this app.
