Kataria Group

Sharad Kataria

About this app

This app is exclusively available for investors who avail services from Kataria Group, an AMFI-registered Mutual Fund Distributor.

The platform offers access to a wide range of Mutual Fund schemes, enabling investors to make 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 across various categories:
• Loans against Mutual Funds
• Loans against Securities
• Loans for Small and Medium Enterprises (SMEs)

Portfolio Tracking Features:
✔ Track the performance of your overall portfolio, including investments across the above categories
✔ View consolidated family-level portfolios
✔ Get a comprehensive snapshot of all your investments in one place
✔ Monitor overall returns, including dividends and interest income
✔ Receive notifications for important events and financial milestones
✔ Align your investments with your financial goals and track progress
✔ Track and manage your support tickets
✔ Receive customized portfolio reports via email based on your preferences and family members

What’s new

- Added abbreviated and numeric portfolio value display options.
- Added notional gain filter in capital gain reports.
- Improved Order Book with SIP cancellation and 2FA/payment link support.
- Added ARN information display on login, M-PIN, and biometric screens.
- Enhanced debit mandate selection during onboarding.
- Maintained the existing response flow for risk profiling.
- Added manual UCC entry for NSE.
- Added Pre-IPO details view.
- Bug fixes.