This app is exclusively available to investors who have availed services from Highcrest India, an AMFI-registered Mutual Fund Distributor.

Platform Highlights:

Wide Selection of Mutual Fund Schemes:
Choose from a variety of schemes, with recommendations provided to help you make informed investment decisions.

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

Loan Tracking:
Monitor loans you have availed, such as:
• Loans secured by Mutual Funds
• Loans secured by Securities
• Loans tailored for Small and Medium Enterprises (SMEs)

Portfolio Tracking Features:
✔ Monitor the performance of your entire portfolio across all investment categories
✔ Aggregate and view family-level portfolios for a holistic overview
✔ Access comprehensive portfolio summaries at a glance
✔ Track overall returns, including dividends and interest earnings
✔ Receive timely notifications about key financial events and milestones
✔ Align your financial goals with your investments and monitor progress
✔ Keep track of your support tickets for smooth issue resolution
✔ Receive customized portfolio reports via email, tailored to you and your family members’ preferences