Positivefin App is a state of the art investment & insurance portfolio management App for customers
We Are AMFI Registered Mutual Fund Distributor
With Positivefin App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the Positivefin App:
• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Get Various Reports for your portfolio Capital Gain Statement, Holding Report, Gain Loss Report
• View Upcoming portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class MF Recommendation
• Raise a service ticket for all your Query & Needs
• Host of useful financial calculators to help you plan your short term and long-term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Provides Option for Protection with Life Insurance Products with Multiple Products & Multiple Insurer to choose from
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.