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Age Rating
17+
Years
Language
EN
Size
90.1
MB

Information

Apple ID6467709953
Bundle IDcom.truevalueinvest.app
SellerSeller
Min iOS15.0
Min macOS12.0
Device familiesiphone, ipad, ipod
Released2023-09-29
Copyright© Copyright 2023 True Value Invest All right reserved.
Privacy policyLink ↗

Preview 2 platforms

iPhone 5 images

iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot

iPad 5 images

iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot
iPad screenshot

What’s New Version 1.2.9

- Added NSE/BSE New Nominee Requirements - Other fixes and updates

Description

True Value Invest is one-stop shopping for all your investment needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator

Accessibility

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Version history 8 versions

Build 875577715v1.2.92025-06-17 20:25:53
- Added NSE/BSE New Nominee Requirements - Other fixes and updates
Build 872498801v1.2.02025-02-14 17:53:34
- 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.
Build 871912572v1.1.92025-01-21 19:21:19
- 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
Build 866371290v1.1.52024-06-04 13:37:49
- Improved My Journey So Far - Improved Client Search - Added AMFI Regd. MFD - Improved Fund Picks - Fixed Address Screen Issue - Resolved Crashes - General Update
Build 864692436v1.1.22024-03-26 23:45:46
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
Build 862570671v1.1.02024-01-08 09:21:18
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
Build 861408554v1.0.32023-11-14 09:49:05
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
Build 860205604v1.0.12023-09-29 22:54:37

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Availability 1 of 1 storefronts

RegionLanguagePriceRatingsAvgVersion
US en-USFree01.2.9

Change log 11 changes · US

releaseNotes updated
- Added NSE/BSE New Nominee Requirements - Other fixes and updates
description updated
True Value Invest is one-stop shopping for all your investment needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio
name updated
True Value Invest
Version 1.2.9 released
- Added NSE/BSE New Nominee Requirements - Other fixes and updates
Version 1.2.0 released
- 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
Version 1.1.9 released
- 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
Version 1.1.5 released
- Improved My Journey So Far - Improved Client Search - Added AMFI Regd. MFD - Improved Fund Picks - Fixed Address Screen Issue - Resolved Crashes - General Update
Version 1.1.2 released
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
Version 1.1.0 released
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
Version 1.0.3 released
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 & N
Version 1.0.1 released
expanded screenshot