Access to this app is exclusively available to investors who have availed the services of Money Bharat, an AMFI-registered Mutual Fund Distributor.

Mutual Fund Investments:
The platform provides a wide range of Mutual Fund schemes to choose from. Investors can make well-informed investment decisions based on expert recommendations.

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

Loan Tracking:
Keep track of loans availed under various categories, such as:
• Loans against Mutual Funds
• Loans against Securities
• Loans designed for Small and Medium Enterprises (SMEs)

Portfolio Tracking Features:
✔ Monitor the performance of your entire portfolio, covering all investment categories
✔ Consolidate and view portfolios at the family level
✔ Get a complete snapshot of your financial holdings at a glance
✔ Review overall returns, including dividends and interest earnings
✔ Receive timely alerts about key financial events and milestones
✔ Align your investments with your financial goals and monitor their progress
✔ Track the status of your support tickets seamlessly
✔ Receive customised portfolio reports via email — tailored to your preferences and those of your family members