This app is exclusively designed for investors associated with Compass Finserve, an AMFI-registered Mutual Fund Distributor.

Diverse Mutual Fund Investment Options
Access a wide selection of mutual fund schemes. Make informed investment decisions with the help of personalized recommendations provided through the platform.

Access Your Insurance Details Anytime
Easily view your existing insurance policies, including:
• Motor Insurance
• Health Insurance
• Life Insurance
• Property Insurance

Track Your Loans with Ease
Monitor loans availed under various categories:
• Loans against Mutual Funds
• Loans against Securities
• SME-focused Loans

Comprehensive Portfolio Tracking
✔ Track the performance of your entire investment portfolio
✔ View consolidated portfolio details at the individual and family level
✔ Get a quick snapshot of your overall holdings
✔ Monitor returns including dividends and interest income
✔ Receive timely alerts for important financial events and updates
✔ Set and track your financial goals against actual investment progress
✔ Stay informed about your support ticket status
✔ Receive customized portfolio reports via email based on your preferences and family structure.