This app is exclusively available to investors who have availed the services of Gretex Connect, an AMFI-registered Mutual Fund Distributor.
The platform provides access to a wide range of mutual fund schemes, enabling investors to make well-informed investment decisions based on expert recommendations.
Easily view and manage your existing insurance policies, including:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
Track and monitor your loans seamlessly:
• Loans against Mutual Funds
• Loans against Securities
• Loans designed for Small and Medium Enterprises (SMEs)
Portfolio Tracking Features:
✔ Monitor the performance of your portfolio across all investment categories
✔ View consolidated portfolios at an individual and family level
✔ Access a complete snapshot of your investments in one place
✔ Track overall returns, including dividends and interest income
✔ Stay updated with timely notifications on important events and milestones
✔ Set, align, and monitor your financial goals with your investments
✔ Track the status of your support tickets
✔ Receive customized portfolio reports via email based on your preferences and family profiles.
A full-service platform for managing investor wealth.