This app is exclusively available to investors who have subscribed to the services of Dhanomatix, an AMFI-registered Mutual Fund Distributor.
Key Features:
? Mutual Fund Investments
Access a wide range of mutual fund schemes, handpicked to suit various investment goals. Make informed decisions with support from expert recommendations.
?️ Insurance Overview
Easily view and access details of your existing insurance policies, including:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
? Portfolio Tracking
✔ Monitor the performance of your investments across multiple categories
✔ View consolidated, family-level portfolios in one place
✔ Get a comprehensive snapshot of your portfolio at a glance
✔ Track total returns, including dividends and interest
✔ Stay updated with notifications on key events and financial milestones
✔ Align investments with your financial goals and track progress
✔ Monitor the status of support tickets
✔ Receive customized portfolio reports via email for you and your family members