Bluesky Wealth

BLUESKY WEALTH

About this app

This app is available exclusively to investors who have enrolled with Bluesky Wealth, an AMFI-registered Mutual Fund Distributor.

Key Features of the Platform:

🧾 Access to a Wide Range of Mutual Fund Schemes
Browse and invest in a variety of mutual fund options. Make informed investment decisions with the help of expert-backed recommendations.

🔐 Insurance Overview at Your Fingertips
Easily view your existing insurance policies, including:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance

💼 Loan Tracking Made Simple
Keep track of loans availed under the following categories:
• Loans against Mutual Funds
• Loans against Securities
• SME-focused Loans

📈 Comprehensive Portfolio Tracking
✔ Track the performance of all your investments in one place
✔ Consolidate and view portfolios at a family level
✔ Get a snapshot of overall portfolio health
✔ Monitor returns, including dividends and interest
✔ Stay updated with important notifications and reminders
✔ Align and monitor your investments against financial goals
✔ Manage and track support requests
✔ Receive tailored portfolio reports via email for yourself and your family members.

What’s new

- SIP Matured and SIP Ceased status filter added in Systematic Registration Report.
- Showing NAV start date in Historical Calculator.
- Shown Date of Birth in Client Detail inside Header Filter for Filter by Client or Family.
- Bug fixes.