SR Investments 4+

Excel Net Solutions Private Limited

Designed for iPad

    • Free

Screenshots

Description

SR Investment is a app brought to you by SR Investment. This App is for Investors to track their Investment Portfolio and know about SR Investment Solutions.

Products covered include Mutual Funds & Equity Shares.

Key Features of SR Investment Solutions:

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. My Risk: Check your Insurance Details
5. Scheme Allocation: Total exposure in different schemes and its current value.
6. Recent Transaction: Check your last 10 Transactions which have done.
7. Calculators: Contains different financial calculators for your help.
8. About Us: know about SR Investment
9. Locate Us - To Contact Us

What’s New

Version 5.1.5

- 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

App Privacy

The developer, Excel Net Solutions 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 Not Collected

The developer does not collect any data from this app.

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

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