This platform offers a variety of financial products and tools:
Investment Options:
• A selection of Mutual Funds
• Access to Global Markets
• Portfolio Management Services (PMS)
• Peer-to-Peer (P2P) Lending
Clients can make informed investment choices based on recommendations from their financial advisors.
Insurance Coverage:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
Loan Services:
• Loans secured by Mutual Funds
• Loans secured by Securities
• Loans tailored for Small and Medium Enterprises (SMEs)
Portfolio Tracking Features:
> Monitor the performance of your portfolio, including investments in the above categories, managed by your financial advisor.
> Aggregate and view family-level portfolios.
> Get a comprehensive view of your portfolios at a glance.
> See overall returns, including dividends and interest earnings.
> Stay informed with notifications about key events and financial milestones.
> Align your financial goals with your investments and track their progress.
> Keep track of your support tickets.
> Receive customised portfolio reports via email, tailored to your preferences and family members
Ratings & Reviews
5.0
out of 5
1 Ratings
- Introducing a redesigned investment journey with a new Explore page, making SIP, Purchase, Redeem, Switch, STP, and SWP transactions simpler and more seamless.
- Bug fixes.
Version 1.29.0
The developer, wylth, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Seller
A3 TECH (INDIA) PRIVATE LIMITED
Size
109.2 MB
Category
Finance
Compatibility
Requires iOS 15.0 or later.
iPhone Requires iOS 15.0 or later.
iPod touch Requires iOS 15.0 or later.
Mac Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
