This app is exclusively available to investors who avail services from ifundz, 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.
Insurance Management View and access your existing insurance policies whenever required:
Automobile Insurance
Health Insurance
Life Insurance
Property Insurance
Loan Tracking Monitor and track loans availed across different categories:
Loans backed by Mutual Funds
Loans backed by Securities
Loans designed for Small and Medium Enterprises (SMEs)
Portfolio Tracking Features
Track the performance of your entire portfolio, including all the above investments
View and manage consolidated family-level portfolios
Get a complete snapshot of your investments at a glance
Monitor overall returns, including dividends and interest income
Receive timely notifications on important events and financial milestones
Align investments with your financial goals and track progress
Track and manage your support tickets easily
Receive customized portfolio reports via email, tailored to your preferences and family members
Updated on
Mar 17, 2026
Finance
Data safety
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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.
Learn more about how developers declare collection
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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.