Compass Finserve
10+
Downloads
Everyone
info
About this app
This app is exclusively designed for investors associated with Compass Finserve, an AMFI-registered Mutual Fund Distributor.
Diverse Mutual Fund Investment Options
Access a wide selection of mutual fund schemes. Make informed investment decisions with the help of personalized recommendations provided through the platform.
Access Your Insurance Details Anytime
Easily view your existing insurance policies, including:
• Motor Insurance
• Health Insurance
• Life Insurance
• Property Insurance
Track Your Loans with Ease
Monitor loans availed under various categories:
• Loans against Mutual Funds
• Loans against Securities
• SME-focused Loans
Comprehensive Portfolio Tracking
✔ Track the performance of your entire investment portfolio
✔ View consolidated portfolio details at the individual and family level
✔ Get a quick snapshot of your overall holdings
✔ Monitor returns including dividends and interest income
✔ Receive timely alerts for important financial events and updates
✔ Set and track your financial goals against actual investment progress
✔ Stay informed about your support ticket status
✔ Receive customized portfolio reports via email based on your preferences and family structure.
Diverse Mutual Fund Investment Options
Access a wide selection of mutual fund schemes. Make informed investment decisions with the help of personalized recommendations provided through the platform.
Access Your Insurance Details Anytime
Easily view your existing insurance policies, including:
• Motor Insurance
• Health Insurance
• Life Insurance
• Property Insurance
Track Your Loans with Ease
Monitor loans availed under various categories:
• Loans against Mutual Funds
• Loans against Securities
• SME-focused Loans
Comprehensive Portfolio Tracking
✔ Track the performance of your entire investment portfolio
✔ View consolidated portfolio details at the individual and family level
✔ Get a quick snapshot of your overall holdings
✔ Monitor returns including dividends and interest income
✔ Receive timely alerts for important financial events and updates
✔ Set and track your financial goals against actual investment progress
✔ Stay informed about your support ticket status
✔ Receive customized portfolio reports via email based on your preferences and family structure.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
No data collected
Learn more about how developers declare collection
What’s new
- Implemented Push Notifications for updates.
- Updated investment value display to show full numeric values (e.g., 3000 instead of 3.00K) up to 99,999.
- Introduced Risk Profile dialog prompt for users who have not completed their risk profile.
- Added distributor details including name, ARN, and the tagline “AMFI Registered Mutual Fund Distributor & SIF Distributor” in Calculator screens.
- Updated investment value display to show full numeric values (e.g., 3000 instead of 3.00K) up to 99,999.
- Introduced Risk Profile dialog prompt for users who have not completed their risk profile.
- Added distributor details including name, ARN, and the tagline “AMFI Registered Mutual Fund Distributor & SIF Distributor” in Calculator screens.
App support
phone
Phone number
+919619709570
About the developer
COMPASS FINSERVE LLP
support@compassfinserve.com
602, JANKI CENTRE PREMISES CO-OP. SOC. LTD., OFF. VEERA DESAI ROA
ANDHERI
Mumbai, Maharashtra 400053
India
+91 91366 87996
