SURCOM
理財
免費 · 專為 iPad 設計。尚未針對 macOS 驗證。
SuratCommercial is a app brought to you by Surat Commercial. This App is for Investors to track their Investment Portfolio and know about Surat Commercial . Products covered include Mutual Funds & Equity Shares.
Key Features of SuratCommercial
1. Family Portfolio- Check updated Family Portfolio.
2. Applicant Portfolio- Check updated Applicant wise Portfolio.
3. Asset Allocation- Get the details of your Net Worth and its composition.
4. Sector Allocation- Get to know sector wise allocation of your investment.
5. Scheme Allocation- Total exposure in different schemes and its current value.
6. Last Transaction- Check your last 10 Transactions which have done.
7. One Day Change- Check how your Schemes performed yesterday.
8. Latest NAV- Track the NAV for any schemes.
9. Scheme Performance- Check the Top Performing Scheme based on returns.
10. By Folio - Check your scheme wise and folio wise balance units and current values.
11. Tools - Contains different financial calculators for your help.
PS: To access portfolio in this app you must have Online Portfolio Viewer Account provided by Surat Commercial . To have an account with us please email us at inquiry@suratcommercial.com
更多 - Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- 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
5.5.9 5月7日
General Update and Bug Fixes
5.4.9 3月23日
- 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
5.4.7 3月12日
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- 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
- Updated AMFI Links
- Fixed Crashes
5.4.2 1月20日
- 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
5.3.7 27/10/2025
- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes
5.2.7 07/10/2025
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes
5.2.4 11/09/2025
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
5.2.3 29/08/2025
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
5.1.4 17/06/2025
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Changed NSE Add Bank to Manage Banks and improved it's functionality
- Improved Transactions Screen
- Fixed BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds.
5.0.5 17/02/2025
- 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
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process
5.0.4 07/01/2025
- 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
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process
5.0.3 31/12/2024
- 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
5.0.1 10/09/2024
- Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update
4.6.0 31/05/2024
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
4.5.6 09/01/2024
Fixed 1 day Change Issue, New Shares & Bonds Screens, Invite Friend in Client Login, Improved FD & Other Assets Tabs, Improved Top Schemes, Improved My Journey So Far, Fixed Factsheet Sorting Issue, Removed Until Cancelled Option in Mandate & SIP, Resolved Other Fixes and Crashes
4.5.2 11/12/2023
Improved Portfolio Screens, BSE Order Authentication for Individual & Joint Holders, BSE Order Authentication from My Orders Menu, Added Total SIP in My SIP Menu, Added User Profile Screen, New & Improved Top SIP Schemes, Given Physical & NACH option in BSE Mandate, Improved My Orders for Multi Exchange, Fixed Broker Profile Issue, Fixed MFU New Invest Issue, Fixed My Transactions Issues,Search Scheme, Document Upload, Contact No. & FAQ Tab issue, Factsheet Holdings Issue
4.4.7 25/09/2023
Added Security Patch, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update
4.4.4 02/08/2023
Order Authentication in New Purchase & Additional Transactions, Improved Onboarding Flow in BSE / NSE / MFU, Fixed SOA Download Issue, Improved Screen in Other Assets, Fixed Top Schemes Filter, Fixed Funds Picks Filter, Fixed Risk Profile Issue, Fixed Contact us Screen, Fixed NFO Crash, Fixed Document Upload Issue, Fixed Nominee Authentication, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update
4.4.1 20/07/2023
Order Authentication in New Purchase & Additional Transactions, Improved Onboarding Flow in BSE / NSE / MFU, Fixed SOA Download Issue, Improved Screen in Other Assets, Fixed Top Schemes Filter, Fixed Funds Picks Filter, Fixed Risk Profile Issue, Fixed Contact us Screen, Fixed NFO Crash, Fixed Document Upload Issue, Fixed Nominee Authentication, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update
4.3.3 20/06/2023
Added My Journey So Far, As-on-Date on Dashboard, Improvement ELSS Download, MFU Nominees Authentication, BSE Nominees Authentication, Fixed KYC Location Issue, Issue of MFU onboarding, BSE Document Upload Issue, Notification Counter Issue, ARN Selection Issue in NSE, Dividend Report Issue, Other Crash & Bug Fix, General Update
4.2.3 21/04/2023
- New Dashboard with Gain & Overall Gain, if enabled
- Introduced Asset, Category, Investor & Fundwise Chart
- Updated SIP Step up Calculator
- Relationship Manager Contact details, if enabled
- Resolved AUM filter issue
- Resolved Transaction buttons issue
- Resolved Invitation Link Issue
- Resolved Date Validation on Transaction screen
- Resolved Back Button from Broker Login
- Resolved Issue in New Invest > Few Schemes not available in SIP
4.1.6 27/02/2023
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
4.1.5 18/11/2022
- 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
4.1.4 17/11/2022
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
4.1.2 10/08/2022
- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- 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
更多 版本5.5.9 5月7日
不收集資料 開發者不會從此 App 收集任何資料。
