Dhanomatix

Bhakta Finserve

About this app

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

Key Features:
💼 Mutual Fund Investments
Access a wide range of mutual fund schemes, handpicked to suit various investment goals. Make informed decisions with support from expert recommendations.

🛡️ Insurance Overview
Easily view and access details of your existing insurance policies, including:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance

📊 Portfolio Tracking
✔ Monitor the performance of your investments across multiple categories
✔ View consolidated, family-level portfolios in one place
✔ Get a comprehensive snapshot of your portfolio at a glance
✔ Track total returns, including dividends and interest
✔ Stay updated with notifications on key events and financial milestones
✔ Align investments with your financial goals and track progress
✔ Monitor the status of support tickets
✔ Receive customized portfolio reports via email for you and your family members

What’s new

- Added abbreviated and numeric portfolio value display options.
- Added notional gain filter in capital gain reports.
- Improved Order Book with SIP cancellation and 2FA/payment link support.
- Added ARN information display on login, M-PIN, and biometric screens.
- Enhanced debit mandate selection during onboarding.
- Maintained the existing response flow for risk profiling.
- Added manual UCC entry for NSE.
- Added Pre-IPO details view.