Latest Version
1.1.1 Safe to install
1.1.1 Safe to install
The CRVJ Investment Services platform offers a comprehensive solution for wealth management, providing users with a sophisticated application to monitor and manage their entire financial portfolio. The platform encompasses a wide range of assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance products.
Notable features include:
- Downloadability of complete portfolio reports that incorporate all asset classes
- Historical performance tracking of the entire portfolio with ease
- Secure and straightforward login via Google email credentials
- Detailed transaction statements for any selected period
- One-click download of account statements from any Asset Management Company in India
- Advanced reporting on capital gains
- Online investment options for mutual fund schemes and new fund offers, with transparent order tracking through to unit allotment
- SIP reporting to monitor active and upcoming SIPs and STPs
- Tracking tool for insurance premiums due
- Access to folio details registered with each AMC
The platform also provides various financial calculators and tools for planning purposes, including:
- Retirement Planning Calculator
- SIP Investment Calculator
- SIP Delay and Step-up Calculators
- Marriage Budget Calculator
- Equated Monthly Installment (EMI) Calculator
Overview
CRVJ Investment Services is a Freeware software in the category Business developed by Excel Net Solutions Private Limited.
The latest version of CRVJ Investment Services is 1.1.1, released on 06/06/2025. It was initially added to our database on 06/06/2025.
CRVJ Investment Services runs on the following operating systems: iOS.
Users of CRVJ Investment Services gave it a rating of 5 out of 5 stars.
Pros
- Specialized investment services tailored to client needs.
- Experienced team with expertise in financial markets.
- Comprehensive portfolio management options.
Cons
- Limited information available publicly about the company.
- Potential lack of transparency in service details.
- Possibility of higher fees compared to industry standards.
- Limited online presence or reviews to gauge reputation.
Screenshots (Click to view larger)
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