This app is exclusively available to investors who are registered with MoneyMoralist, an AMFI-registered Mutual Fund Distributor.

What This Platform Offers:

? Diverse Mutual Fund Options
Explore a wide range of mutual fund schemes. Investors can make informed decisions backed by personalized recommendations.

?️ Easy Access to Insurance Details
View and manage existing insurance policies, including:
• Auto Insurance
• Health Insurance
• Life Insurance
• Property Insurance

? Track Your Loans with Ease
Monitor loans taken under different categories such as:
• Loans backed by Mutual Fund investments
• Loans against Securities
• SME-specific loan solutions

? Smart Portfolio Tracking
✔ Monitor the performance of your investments across categories
✔ View family-level portfolios in one place
✔ Get a complete overview of your holdings at a glance
✔ Track returns, including dividends and interest
✔ Receive timely alerts for key financial activities
✔ Align your investments with your financial goals and monitor progress
✔ Track your service/support tickets seamlessly
✔ Get customized portfolio reports emailed to you and your family members