This app is exclusively available to investors who have availed services from F3 Solutions, 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 Overview and Access
View and manage your existing insurance policies, including:
Automobile Insurance
Health Insurance
Life Insurance
Property Insurance
Loan Tracking
Monitor loans availed across categories included on the platform:
Loans secured against Mutual Funds
Loans secured against Securities
Loans designed for Small and Medium Enterprises (SMEs)
Portfolio Tracking Features
Track the performance of your investments across all supported asset classes
Consolidate and view family-level portfolios
Get a unified, at-a-glance view of your overall financial position
Review total returns, including dividends and interest income
Receive notifications on important events and financial milestones
Set financial goals, align investments, and track progress
Monitor the status of your support tickets
Receive customised portfolio reports via email, tailored to your preferences and family members
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