ifundz

Ifundz

About this app

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

What’s new

- Added option to show or hide zero holding folios in the Transaction Report.
- Displayed important disclaimer in SIP transaction flow for applicable cases.
- Enhanced address section with support for multiple address lines.
- Added support for entering international addresses for nominees.
- Made improvements and updates to the SWP Calculator for better usability.