기술
This platform offers a variety of Mutual Funds schemes to pick from. Investors can make informed investment choices based on the recommendations provided.
View and access existing insurance when needed:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
View and track loans availed:
• Loans secured by Mutual Funds
• Loans secured by Securities
• Loans tailored for Small and Medium Enterprises (SMEs)
Portfolio Tracking Features:
✔ Monitor the performance of your portfolio, including investments in the above categories
✔ Aggregate and view family-level portfolios
✔ Get a comprehensive view of your portfolios at a glance
✔ See overall returns, including dividends and interest earnings
✔ Stay informed with notifications about key events and financial milestones
✔ Align your financial goals with your investments and track their progress
✔ Keep track of your support tickets
✔ Receive customised portfolio reports via email, tailored to your preferences and family members
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새로운 기능
- 버전: 1.24.0
- 업데이트:
- - Create Goal option along with edit, delete, link and unlink investments (MF Inhouse & MF Heldaway).
- SIP transactions are now enabled for NFOs.
- Investor name now shown with folio number on MF holdings.
- Option to set nominee address same as primary holder.
- Added logout confirmation prompt.
- Bug fixes.
가격
- 오늘: 무료
- 최소: 무료
- 최대: 무료
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