Go Invest app allows a user to view their mutual fund dashboard,check asset/family wise portfolio, request for portfolio summary reports and more.

Key features of Go Invest App:

1. Create your Mutual Fund Investment account under your Financial Advisor - Completely Online
2. Complete your KYC with help from your Financial Advisor - Completely Online
3. View your holdings across all asset classes
4. Invest completely online either lumpsum or SIP (powered by BSE Star)
5. See reports for your entire family across all portfolio/asset classes
6. Track NAV for any scheme in your portfolio
7. Check scheme wise/folio wise balance units and current values

If you are a mutual fund investor and wants to get your investments managed by professionals, please reach out to us on [email protected]

If you are a financial advisor and want to use our products to reach out to your clients and manage your advisory in a better way, please reach out to us on [email protected]