Highcrest
10+
Downloads
Everyone
info
About this app
This app is exclusively available to investors who have availed services from Highcrest India, an AMFI-registered Mutual Fund Distributor.
Platform Highlights:
Wide Selection of Mutual Fund Schemes:
Choose from a variety of schemes, with recommendations provided to help you make informed investment decisions.
Insurance Management:
View and access your existing insurance policies anytime, including:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
Loan Tracking:
Monitor loans you have availed, such as:
• Loans secured by Mutual Funds
• Loans secured by Securities
• Loans tailored for Small and Medium Enterprises (SMEs)
Portfolio Tracking Features:
✔ Monitor the performance of your entire portfolio across all investment categories
✔ Aggregate and view family-level portfolios for a holistic overview
✔ Access comprehensive portfolio summaries at a glance
✔ Track overall returns, including dividends and interest earnings
✔ Receive timely notifications about key financial events and milestones
✔ Align your financial goals with your investments and monitor progress
✔ Keep track of your support tickets for smooth issue resolution
✔ Receive customized portfolio reports via email, tailored to you and your family members’ preferences
Platform Highlights:
Wide Selection of Mutual Fund Schemes:
Choose from a variety of schemes, with recommendations provided to help you make informed investment decisions.
Insurance Management:
View and access your existing insurance policies anytime, including:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
Loan Tracking:
Monitor loans you have availed, such as:
• Loans secured by Mutual Funds
• Loans secured by Securities
• Loans tailored for Small and Medium Enterprises (SMEs)
Portfolio Tracking Features:
✔ Monitor the performance of your entire portfolio across all investment categories
✔ Aggregate and view family-level portfolios for a holistic overview
✔ Access comprehensive portfolio summaries at a glance
✔ Track overall returns, including dividends and interest earnings
✔ Receive timely notifications about key financial events and milestones
✔ Align your financial goals with your investments and monitor progress
✔ Keep track of your support tickets for smooth issue resolution
✔ Receive customized portfolio reports via email, tailored to you and your family members’ preferences
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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What’s new
- Added an option to manually enter the UCC code during onboarding.
- Implemented risk profile PDF generation and saved it against the respective client in the system.
- Added an option to download, upload, and email the client risk profiling report.
- Display 2FA and Payment Link on the Order Submitted screen.
- Address field character limit on the Add Nominee Details screen during onboarding.
- Implemented risk profile PDF generation and saved it against the respective client in the system.
- Added an option to download, upload, and email the client risk profiling report.
- Display 2FA and Payment Link on the Order Submitted screen.
- Address field character limit on the Add Nominee Details screen during onboarding.
App support
phone
Phone number
+919726665135
About the developer
HIGHCREST ASSET NEST LLP
info@highcrestindia.com
C-23, Kamala Park Society, Harni Road, Fatepura (vadodara)
Vadodara, Gujarat 390006
India
+91 97266 65135