Fincun

Saasflair Solutions

About this app

This app is exclusively available to investors who have availed the services of Fincun, an AMFI-registered Mutual Fund Distributor.

Mutual Fund Investments

Explore a wide range of Mutual Fund schemes carefully selected to suit diverse investment needs. Investors can make informed decisions with the help of expert recommendations and insights provided through the platform.

Insurance Overview

Access and manage your existing insurance policies conveniently in one place:

Automobile Insurance
Health Insurance
Life Insurance
Property Insurance

Loan Tracking

Stay on top of your loans with a consolidated view of all active facilities, including:

Loans secured by Mutual Funds
Loans secured by Securities
Loans designed for Small and Medium Enterprises (SMEs)

Portfolio Tracking

Gain a complete view of your financial landscape with powerful tracking tools:
✔ Monitor the performance of your investments across all asset classes
✔ View aggregated portfolios at the family level
✔ Get a comprehensive snapshot of your holdings and returns
✔ Track overall gains, including dividends and interest income
✔ Receive notifications about important events and financial milestones
✔ Align your financial goals with your investment strategy and monitor progress
✔ Keep track of support tickets seamlessly within the app
✔ Receive personalised portfolio reports via email, tailored to your preferences and family members

What’s new

- SIP Matured and SIP Ceased status filter added in Systematic Registration Report.
- Showing NAV start date in Historical Calculator.
- Shown Date of Birth in Client Detail inside Header Filter for Filter by Client or Family.
- Bug fixes.