J2 WEALTH

Mutual Fund and Stock Investments

About this app

This app is available exclusively to investors who have subscribed to the services of J2 WEALTH, an AMFI-registered Mutual Fund Distributor.

Explore Mutual Fund Options
Choose from a wide selection of mutual fund schemes. Make smarter investment decisions with personalized recommendations.

Access Your Insurance Policies
Easily view existing insurance coverage, including:
• Vehicle Insurance
• Health Insurance
• Life Insurance
• Property Insurance

Track Your Loans
Keep an eye on loans you’ve availed through the platform:
• Loans against Mutual Funds
• Loans against Securities
• Loans designed for SMEs

Stay on Top of Your Portfolio
✔ Track performance across all your investments
✔ View consolidated family portfolios
✔ Get a real-time overview of your holdings
✔ See total returns, including dividends and interest
✔ Receive alerts for important financial updates
✔ Align and track your financial goals
✔ Monitor support ticket status
✔ Receive customized portfolio reports via email tailored for you and your family