Finnovators
Finance
Free · Designed for iPad. Not verified for macOS.
Finnovators is a app for Investors to track their Investment Portfolio. Products covered include Mutual Funds & Equity Shares. Details of Insurance, FD's and Other asset classes will also be available shortly.
Key Features of Finnovators
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.
more - 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
3.4.0 17 Mar
- 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
3.3.5 28 Jan
- 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
3.3.0 24/10/2025
- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes
3.2.7 09/10/2025
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
3.2.2 27/08/2025
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
3.1.2 22/08/2025
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.
3.1.1 25/07/2025
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
3.1.0 05/06/2025
- 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 13/03/2025
- 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.
3.0.1 19/02/2025
- Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update
2.5.9 05/06/2024
- 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
2.5.7 26/03/2024
- 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
2.5.5 19/03/2024
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
2.5.3 20/12/2023
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
2.5.1 06/12/2023
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
2.4.5 24/09/2023
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
2.4.2 01/08/2023
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
2.3.9 26/07/2023
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
2.1.6 30/03/2023
New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolved Invite Link Issue, Resolved Back Button in Broker Login, Resolved Issue in New Invest,General Update & Crash Resolved
2.1.4 16/02/2023
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
2.1.3 23/11/2022
Purchase through UPI, Client name in FD,Crash Resolved on Client Search in Broker Login, Resolved Watchlist & FD Family Head Issue, Transaction Filter on PDF Download, Dividend Report PDF Download, ELSS Onscreen & Download, Insurance Policy Download, FATCA Issue Resolved, Other General Update, Other Crash & Bug FixCrash Fixes, Bug Fixes and UI Improvements
2.0.9 19/05/2022
Crash Fixes, Bug Fixes and UI Improvements
2.0.7 23/12/2021
Crash Fixes, Bug Fixes and UI Improvements
2.0.6 11/10/2021
Crash Fixes, Bug Fixes and UI Improvements
2.0.4 31/08/2021
- 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
more Version 3.4.0 17 Mar
Data Not Collected The developer does not collect any data from this app.
