Sapient Finserv 8.1.1

Sapient Finserv presents itself as a comprehensive platform for managing various financial assets, providing users with a unified application to oversee their entire financial portfolio. Its features encompass a wide range of asset types, including mutual funds, equity shares, bonds, fixed deposits, portfolio management services (PMS), and insurance policies.

Among its notable features are the ability to download comprehensive portfolio reports covering all assets, access historical performance data of individual portfolios with ease, generate transaction statements for specified periods, and obtain one-click statements of account from any Asset Management Company (AMC) within India. The platform also offers advanced capital gain reporting functionalities and facilitates online investments in mutual fund schemes and new fund offers, ensuring transparency by tracking all orders until unit allotment.

Additional tools include SIP management with real-time updates on ongoing and upcoming SIPs and STPs, as well as insurance premium tracking. Users can also access detailed folio information registered with each AMC for better record-keeping.

For financial planning and analysis, Sapient Finserv provides a suite of calculators and tools such as the Retirement Calculator, SIP Calculator, SIP Delay Calculator, SIP Step-Up Calculator, Marriage Calculator, and EMI Calculator.