This app is exclusively available to investors who have subscribed to the services of Shreejanshree Capital, an AMFI-registered Mutual Fund Distributor.

Key Features of the Platform:

? Wide Range of Mutual Fund Schemes
Access a diverse selection of mutual fund options. Investors can make well-informed investment decisions based on expert recommendations provided within the platform.

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

? Loan Tracking
Monitor loans availed under various categories:
• Loans secured against Mutual Funds
• Loans secured against Securities
• Loans designed for Small and Medium Enterprises (SMEs)

? Powerful Portfolio Tracking Tools
✔ Monitor performance across all investment categories
✔ View consolidated family-level portfolios
✔ Get a snapshot of your overall investment portfolio
✔ Track total returns, including dividends and interest earned
✔ Stay updated with alerts for important events and milestones
✔ Align and track your financial goals with your investments
✔ Manage and follow up on support tickets
✔ Receive personalized portfolio reports via email, tailored to your and your family’s preferences