Floatr: Mutual Fund NPS & Gold 4+

Floatr for Personal Finance

ValueFloat Technologies Private Limited

    • 4.5 • 6 Ratings
    • Free

Screenshots

Description

Floatr is a Super App to be in control of your financial goals and achieve financial freedom. It is a comprehensive solution that simplifies your personal finance management.

Make your investment decisions easier with a detailed goal planning and invest across asset classes like mutual funds, digital gold and silver, National Pension System (NPS), fixed deposits and stock market. Each of the investments are tagged to your financial goals which helps you monitor it over time. Choose to invest for your goals through weekly or monthly systematic investment plans (SIP)

With this one app, track your income, savings, expenses, and investments under a single platform. Create a financial strategy with the support of budget planner to manage your personal finances.

Floatr inculcates financial discipline by helping you to track your expenses on day to day basis, create budget and financial goals. All the investments made here are linked to your financial goals and hence Floatr acts as your financial buddy or coach.

Your financial goals needs the security to ensure it is not derailed in case of medical emergencies or an uncertain death. Floatr lets you plan your insurance requirement and offers curated set of health and life insurance. Protect yourself and your family with life and health insurance.

Why Floatr?
- Simple & easy sign-up with intuitive UX
- Enjoy the seamless & quick services
- Track your personal finances
- Develop financial discipline
- Securely access the application
- Get expert advice & recommendations
- Perform goal-based investments
- Get rewards for good discipline

Floatr Add-ons
1. Financial Goal Planning - Set smart goals and make goal-based investments with a smart goal management feature.
2. Smart Expense Tracking - Categorize & track your monthly expenses automatically to spend responsibly.
3. Budget Planner - Plan your budget with guidance from an advisor.
4. Bank Deposits & Gold - Invest in multiple asset classes to gain good returns.
5. Mutual Funds & Stocks - Invest & track your mutual funds & stock market portfolio.
6. Insurance - Secure yourself & your loved ones with life, health, and general insurance.
7. Tax Planning & IT Filing - File your taxes seamlessly under expert guidance.
8. Bill Payment - Manage all your bill payments at your fingertips.

What’s New

Version 1.1.56

- Implemented faster process to update the Mutual Funds status and units
- New update for NPS user having CAMS account
- Mutual Fund SIP flow changes
- Mutual Fund SIP Cancellation changes

Ratings and Reviews

4.5 out of 5
6 Ratings

6 Ratings

App Privacy

The developer, ValueFloat Technologies Private Limited, 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 Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Diagnostics

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • Contacts
  • User Content
  • Identifiers

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Financial Info
  • Location
  • User Content
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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