CRVJ Investment Services 1.1.1

CRVJ Investment Services 1.1.1

Excel Net Solutions Private Limited  ❘ Freeware
iOS
out of 4 votes
Latest Version
1.1.1
Safe to install
EXCELLENT User Rating

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:

  1. Retirement Planning Calculator
  2. SIP Investment Calculator
  3. SIP Delay and Step-up Calculators
  4. Marriage Budget Calculator
  5. 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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