Manage and grow your wealth seamlessly across Mutual Funds, PMS, AIFs, Fixed Deposits, Direct Stocks, and Insurance—all from a single, intuitive platform.
Key Features:
• Unified Dashboard : Monitor all your investments, including external mutual funds, demat accounts & Insurance in one unified dashboard.
• Family Account Management: Manage and track investments for multiple family members within a single app interface.
• Effortless Transactions: Invest, redeem across various asset classes, including mutual funds, stocks, ETFs, and fixed deposits, all within a single platform.
• Smart Analytics: Access in-depth reports and insights to make informed decisions.
• Goal-Based Investment Planning: Set, monitor, and adjust financial goals, linking them directly to your investment strategies.
• Customizable Investment Strategies: Create and manage tailored investment portfolios based on specific themes or strategies tailored to your risk profile.
•Expert Support: Backed by an experienced team offering guidance and insights when you need it.
• Notifications for NAVs, Dividends & Maturity: Real-time alerts for NAV movements, dividend payouts, and maturity of deposits or bonds.
Whether you’re a seasoned investor or just starting out, our app simplifies wealth management, making it smarter and more efficient.
Download the app to take control of your wealth—on your terms.