FINFUTURIST WEALTH

Finfuturist Services Ltd.

About this app

This app is exclusively designed for investors who are availing services from FINFUTURIST WEALTH, an AMFI-registered Mutual Fund Distributor.

It offers a diverse selection of mutual fund schemes, enabling investors to make well-informed decisions with the help of curated recommendations.

Access and Manage Your Insurance Policies:
• Motor Insurance
• Health Insurance
• Life Insurance
• Property Insurance

Easily Track Your Loans:
• Loans backed by Mutual Funds
• Loans against Securities
• Business loans for SMEs

Powerful Portfolio Tracking Capabilities:
✔ Track and analyze the performance of your entire investment portfolio
✔ View consolidated portfolios at both individual and family levels
✔ Instantly access a summary of your holdings and returns
✔ Monitor earnings from dividends and interest
✔ Receive timely alerts on financial updates and key activities
✔ Set financial goals and monitor progress
✔ Stay updated on your support tickets and queries
✔ Get customized portfolio reports delivered to your email, tailored to you and your family.

What’s new

- Added Fixed Deposit investment option.
- Introduced Step-Up Calculator.
- Enhanced KYC validation to display actual KYC status.
- Added SOA Statement flag in Nominee Details.
- Enabled multiple status selection in the Systematic Registration Report.
- ELSS Statement Report now available under Reports.