Access to this app is exclusive to investors associated with Financial Advisor Abhijit.

Explore a curated selection of Mutual Fund schemes:
Make smarter investment decisions with insights and recommendations tailored to your needs.

Easily view your existing insurance policies across categories:
• Car Insurance
• Health Coverage
• Life Insurance
• Property Protection

Track and manage your loan details, including:
• Loans backed by Mutual Funds
• Loans against Securities
• Business Loans for SMEs

Powerful Portfolio Monitoring Tools:
✔ Keep tabs on the performance of all your investments in one place
✔ Consolidate and view portfolios for your entire family
✔ Get a snapshot of your total holdings, including returns from dividends and interest
✔ Receive timely alerts about important financial updates and events
✔ Align your investments with long-term goals and monitor their progress
✔ Track the status of support queries seamlessly
✔ Get personalised portfolio reports delivered to your inbox – for you and your family