BookMySIP

White Castle Financial Advisor

About this app

This app is exclusively available for investors who have availed the services of BookMySIP, an AMFI-registered Mutual Fund Distributor.

The platform offers a wide range of Mutual Fund schemes, enabling investors to make informed investment decisions based on expert recommendations.

Access Your Insurance Details

View and access your existing insurance policies whenever required:

• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance

Track Your Loans

Monitor loans availed across different categories:

• Loans secured against Mutual Funds
• Loans secured against Securities
• Loans designed for Small and Medium Enterprises (SMEs)

Portfolio Tracking Features

✔ Monitor the performance of your portfolio, including investments across the above categories

✔ View consolidated family-level portfolios

✔ Get a comprehensive snapshot of your investments at a glance

✔ Track overall returns, including dividends and interest income

✔ Receive notifications about important financial events and milestones

✔ Align your financial goals with your investments and track their progress

✔ Keep track of your support tickets and requests

✔ Receive customized portfolio reports via email, tailored to your preferences and 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.