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

The platform provides access to a wide range of Mutual Fund schemes, enabling investors to make well-informed investment decisions based on expert recommendations.

Insurance Management:

Easily view and access your existing insurance policies, including:

Automobile Insurance
Health Insurance
Life Insurance
Property Insurance

Loan Tracking:

Keep track of loans you have availed, such as:

Loans secured by Mutual Funds
Loans secured by Securities
Loans designed specifically for Small and Medium Enterprises (SMEs)

Portfolio Tracking Features:

Monitor the performance of your portfolio across all investment categories

Aggregate and view portfolios at the family level

Get a comprehensive overview of your investments at a glance

Track overall returns, including dividends and interest income

Receive timely notifications about important events and financial milestones

Align your financial goals with your investments and monitor progress

Manage and track your support tickets easily

Get customized portfolio reports delivered via email, tailored for you and your family members