Shah Financial Services 17+

Shah Financial Services

Designed for iPhone

    • Free

iPhone Screenshots


Investment Portfolio App for customers of Shah Financial Services

Shah Financial Services is a state-of-the-art investment & insurance portfolio management App for customers with Shah Financial Services App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.

Here are some of the many features of the Shah Financial Services App:

A. Get a summary view of the current status of your investments across asset classes
B. Get a summary view of the insurance cover of all members in your family
C. Drill down to full detail
D. View Upcoming portfolio events
E. Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
F. Buy / Redeem / Switch Mutual Funds online from any AMC
G. Get best in the class MF advisory
H. Raise a service ticket to your advisor
I. Host of useful financial calculators to help you plan your short term and long-term financial goals.
J. Digital Vault – access your important documents anytime from your Smartphone
K. Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
L. Track small saving investments like PPF, NSC, KVP, FD, RD etc.
M. Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.

App Privacy

The developer, Shah Financial Services, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • User Content
  • Identifiers

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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