This app is exclusively available to investors who have availed the services of Disha Investment, an AMFI-registered Mutual Fund Distributor.

The platform offers a wide range of Mutual Fund schemes, enabling investors to make informed investment decisions based on expert recommendations.

Insurance Management:
Easily view and access your existing insurance policies, including:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance

Loan Tracking:
Stay updated on your loan details with access to:
• Loans secured against Mutual Funds
• Loans secured against Securities
• SME-specific business loans

Portfolio Tracking Features:
✔ Monitor the performance of your portfolio across all investment categories
✔ View consolidated, family-level portfolios in one place
✔ Get a comprehensive overview of your holdings and returns
✔ Track overall gains, including dividends and interest income
✔ Receive real-time alerts for important financial events and milestones
✔ Align your financial goals with investments and track progress seamlessly
✔ Manage and monitor your support tickets efficiently
✔ Receive customized portfolio reports via email, tailored for you and your family members