CRVJ Investment Services 1.1.1

Excel Net Solutions Private Limited ❘ Freeware ❘
iOS
out of 4 votes

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.

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