This application is exclusively available to investors who have availed services through MF Digital Invest, an AMFI-registered Mutual Fund Distributor.
The platform provides access to a wide range of mutual fund schemes, enabling investors to make informed investment decisions based on available recommendations.
It also allows users to view and manage existing insurance policies, including:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
Additionally, users can track loans availed against:
• Mutual Funds
• Securities
• Small and Medium Enterprises (SME) financing
Portfolio Tracking Features:
✔ Monitor the performance of your investments across multiple asset classes
✔ View consolidated family portfolios in one place
✔ Access a holistic snapshot of your overall investments
✔ Track total returns, including dividends and interest income
✔ Stay updated with notifications on key events and financial milestones
✔ Align and monitor progress toward financial goals
✔ Track and manage support tickets
✔ Receive customized portfolio reports via email, tailored to your preferences and family members