CMZ One

CMZ CAPITAL PRIVATE LIMITED

About this app

This app is exclusively available to investors who have availed services from CMZ One, an AMFI-registered Mutual Fund Distributor.

The platform provides access to a wide range of mutual fund schemes, enabling investors to make well-informed decisions based on expert recommendations.

Insurance Overview

View and manage your existing insurance policies, including:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance

Loan Tracking

Track loans availed across categories such as:
• Loans against Mutual Funds
• Loans against Securities
• Loans for Small and Medium Enterprises (SMEs)

Portfolio Tracking Features

✔ Monitor portfolio performance across all investments
✔ View consolidated family-level portfolios
✔ Get a holistic view of your investments at a glance
✔ Track overall returns, including dividends and interest
✔ Receive alerts on key financial events and milestones
✔ Align and track financial goals with your investments
✔ Monitor support tickets easily
✔ Receive customized portfolio reports via email for yourself 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.