This app is exclusively available to investors who are availing the services of Maris Finserv, an AMFI-registered Mutual Fund Distributor.
The platform provides a wide selection of Mutual Fund schemes, enabling investors to make well-informed decisions based on personalised recommendations.
Insurance Overview
Access and review your existing insurance policies with ease:
Automobile Insurance
Health Insurance
Life Insurance
Property Insurance
Loan Monitoring
Track all loans availed by you, including:
Loans against Mutual Funds
Loans against Securities
Loans designed for Small and Medium Enterprises (SMEs)
Portfolio Management Features
✔ Monitor the performance of your investments across all categories
✔ View consolidated family-level portfolios
✔ Get an at-a-glance summary of all your holdings
✔ Track total returns, including dividends and interest
✔ Receive alerts and notifications for important financial updates
✔ Align investments with your financial goals and monitor their progress
✔ Track the status of your support tickets
✔ Receive personalised portfolio reports via email for you and your family members.