SSJ Wealth

SSJ FINANCE

About this app

SSJ WEALTH is a state of the art investment & insurance portfolio management App for customers


With SSJ WEALTH 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 SSJ WEALTH 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 advisory

• 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.

What’s new

- Enhanced security with VAPT fixes, SSL Pinning & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Added Cancel Order in NSE Invest Track Order
- Added Last Financial Year export option
- Improved Financial Calculators & Goal Reports
- Improved MF Central, Portfolio Reports & Sharing
- Improved Notifications, Navigation, KYC & Risk Profile
- Improved Broker Dashboard & CRM integration