Crystal Fin Serv
1K+
Downloads
Everyone
info
About this app
Crystal Fin Serv is a state of the art investment & insurance portfolio management App for customers
With Crystal Fin Serv App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the Crystal Fin Serv App:
• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Drill down to full detail
• View Upcoming portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class MF functions
• Raise a service ticket to your advisor
• Host of useful financial calculators to help you plan your short term and long term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
With Crystal Fin Serv App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the Crystal Fin Serv App:
• Get a summary view of the current status of your investments across asset classes
• Get a summary view of the insurance cover of all members in your family
• Drill down to full detail
• View Upcoming portfolio events
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Buy / Redeem / Switch Mutual Funds online from any AMC
• Get best in the class MF functions
• Raise a service ticket to your advisor
• Host of useful financial calculators to help you plan your short term and long term financial goals
• Digital Vault – access your important documents anytime from your Smartphone
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.
• Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
Updated on
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No data shared with third parties
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No data collected
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Data is encrypted in transit
You can request that data be deleted
What’s new
- Fulfilled Google 16 KB Requirements
- AMFI links Updated
- Contact Screen for RIA
- Added Font-Size Setting In-App
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Fixed Weekly SIP Dates in NSE Invest
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
- AMFI links Updated
- Contact Screen for RIA
- Added Font-Size Setting In-App
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Fixed Weekly SIP Dates in NSE Invest
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
App support
About the developer
Chirag Nandu
chirag061281@gmail.com
India