A G Finnvest
Mutual Funds
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
A G Finserve is exclusively for investors registered with A G Finserve. Access is restricted to A G Finserve clients; users associated with another distributor cannot sign in or use this app.
The app helps A G Finserve clients manage their mutual fund journey with guidance and support from their distributor.
The app brings portfolio tracking, mutual fund opportunities, goal planning, SIP management, reports, insurance tracking and useful financial tools into one simple experience.
Why A G Finserve?
A G Finserve helps you stay connected with your distributor, view your investments clearly and take key actions across your financial journey.
Key Features
- Mutual Fund Opportunities
View curated mutual fund opportunities shared for your investment needs. Start SIPs or make one-time investments through a simple guided flow.
- Portfolio Tracking
Track current value, invested amount, returns, SIPs, SWPs, STPs and fund-wise holdings in one place.
- Goal-Based Investing
Create and track goals such as home, education, retirement or wealth creation with clear progress and target tracking.
- Family Portfolio View
View investments across family profiles from one dashboard for easier monitoring.
- Fund Details
Check NAV, returns, risk rating, fund manager, holdings, fund information and portfolio composition before investing.
- Risk Profiling
Take a simple quiz to understand your investor profile and risk comfort.
- Reports & Statements
Generate and download capital gains, portfolio valuation and holdings / SOA reports.
- CAS Wealth Analysis
Upload CAS reports to view a broader analysis of mutual funds, demat holdings and insurance details.
- Insurance Tracking
Add and manage insurance policies, track premiums, renewal dates, active policies and expiring policies.
- Banks & Mandates
Manage bank accounts and mandates required for SIP and investment transactions.
- Calculators & Planning Tools
Use calculators for SIP, Lumpsum, EMI, tax-saving, retirement and other financial planning needs.
- Distributor Support
Stay connected with your distributor for assistance, opportunities and investment-related support.
A G Finserve helps you invest, track, plan and manage your financial journey with clarity and convenience.
Access: This app is intended exclusively for A G Finserve clients. Only mobile numbers registered with A G Finserve can sign in via OTP. Users of other distributors cannot access the app.
Service operated by A G Finserve under AMFI Registered Mutual Fund Distributor | ARN-49329.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Bug fixes and performance improvements.
The developer, INVEDGE CONSULTANTS PRIVATE LIMITED, 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:
- Contact Info
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- INVEDGE CONSULTANTS PRIVATE LIMITED
- Size
- 32.7 MB
- Category
- Finance
- Compatibility
Requires iOS 17.2 or later.
- iPhone
Requires iOS 17.2 or later. - Mac
Requires macOS 14.2 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.1 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 A G Finserve