Cluster Partner Desk

Cluster Wealth

About this app

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

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

View and access your insurance details whenever required:

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

View and track your existing loans:

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

Portfolio Tracking Features:

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

✔ Aggregate and track family-level portfolios in one place

✔ Get a consolidated view of all your investments at a glance

✔ View overall returns, including dividends and interest earnings

✔ Receive notifications for important events and financial milestones

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

✔ Track and manage your support tickets seamlessly

✔ Receive customised portfolio reports via email based on your preferences and family member portfolios.

What’s new

- Bug fixes.