Benchmark Investment

PARESH POPATBHAI BHALANI

About this app

Benchmark Investment is a powerful and intuitive app designed specifically for mutual fund distributors and financial advisors. It provides a complete digital solution to manage client portfolios, monitor fund performance, and execute transactions efficiently, all within a secure and user-friendly environment. With Benchmark Investment, client onboarding and KYC management become seamless, giving distributors access to a wide selection of mutual fund schemes from leading asset management companies. The app offers real-time NAV tracking, in-depth fund analytics, and up-to-date market insights, enabling advisors to deliver timely and well-informed recommendations to their clients. The platform simplifies daily operations by allowing users to manage purchases, redemptions, SIPs, and switches with ease, while also generating professional reports for portfolio
reviews and compliance. Smart alerts and notifications ensure that users stay informed about SIP due dates, market changes, and important client activities. Whether you're an independent distributor or part of a larger advisory firm, Benchmark Investment is your all-in-one solution for boosting
productivity, enhancing client engagement, and growing your mutual fund distribution business with confidence and convenience.

What’s new

Smarter investing just got better with new features and a smoother app experience.
- Marketplace Now Live – Discover, compare, and invest in multiple products from one place
- Fresh Look & Feel – Updated branding with a modern, soothing colour theme
- Robo Advisory – Goal-based investment recommendations tailored to your risk profile
- Pre-Login Access – Explore app features and products before signing up
- Kannada Language Support – Use the app comfortably in your preferred language