My Portfolio

Sameer Chavan

About this app

My Portfolio Insurance & Investment Management mobile app.

An Online Insurance Portfolio Management System

MY PORTFOLIO app is now in your hands!!!

Use India's first our exclusive mobile app on your Android smartphone & iPhone and stay updated about your investments anytime, anywhere.

Here Are Some Of The Many Features Of Our Web Based Mobile App:-

* Digital wallet for all insurance needs
* Maintain all LIC, PRIVATE, HEALTH, MOTOR & GENERAL INSURANCE Policies, also FD, RD, POSTAL SAVINGS, etc.
* You can Add/Maintain Policies bought from other agents also
* You can maintain all family insurance policies
* Your Life Insurance, Health and General Insurance Portfolio at a Glance

Also Showing:-

* All Family Policies
* Premium Calendar
* Insurance Cash Flow Chart
* All Life Cover
* Projected Returns
* Total Family Returns and much more...

Your premiums & renewals due in the next 30 days or outstanding beyond the due date:-

* Pay premiums online
* Get a summary view of the insurance coverage of all members of your family
* Month-wise premium calendar of your LIFE, HEALTH as well as GENERAL INSURANCE premiums
* Cash flow view to give you an indication of when you will be receiving money on your insurance policies
* Analyze the gap in your optimum insurance level, get robo-advice on the right insurance product for your needs
* Compare & buy health insurance
* Get information on various insurance products with illustrative benefits
* Compare Premium and Benefits of various health insurance products
* Know health insurance premium for family
* Claim intimation of TPA (24x7) - instantly to the Insurance Company/TPA upon hospitalization
* Locate all cashless hospitals available on your health insurance policy
* Can understand LIC Plans & Investment Solutions
* Family protection calculators
* To know the updates on insurance & investment options
* Get notified on the important events related to your insurance portfolio
* My documents - secure way to store digital copies of all KYC and Insurance Policies.

Directly chat with us on WhatsApp

24x7 virtual support - raise a service request to us and we will be happy to attend to you

What’s new

Release