CLUSTER WEALTH

Cluster Wealth

About this app

This app is exclusively available for investors who have availed the services of CLUSTER WEALTH, 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 expert recommendations.

Insurance Overview

Easily view and access your existing insurance policies, including:

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

Loan Tracking

Track 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 investment portfolio across all supported categories

✔ View family-level consolidated portfolios

✔ Get a complete snapshot of your investments at a glance

✔ Track overall returns, including dividends and interest income

✔ Receive important notifications related to key financial events and milestones

✔ Align your financial goals with investments and track progress

✔ Stay updated on your support ticket status

✔ 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.