Lucky Finserv

Lucky Finserv LLP

About this app

This app is only available for investors who have taken the service of Lucky Finserv, an AMFI registered Mutual Fund Distributor.
This platform offers a variety of Mutual Funds schemes to pick from. Investors can make informed investment choices based on the recommendations provided.
View and access existing insurance when needed:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
View and track loans availed:
• 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 portfolio, including investments in the above categories
✔ Aggregate and view family-level portfolios
✔ Get a comprehensive view of your portfolios at a glance
✔ See overall returns, including dividends and interest earnings
✔ Stay informed with notifications about key events and financial milestones
✔ Align your financial goals with your investments and track their progress
✔ Keep track of your support tickets
✔ Receive customised portfolio reports via email, tailored to your preferences and family members

What’s new

- Added Fixed Deposit investment option.
- Introduced Step-Up Calculator.
- Enhanced KYC validation to display actual KYC status.
- Added SOA Statement flag in Nominee Details.
- Enabled multiple status selection in the Systematic Registration Report.
- ELSS Statement Report now available under Reports.