MAHABAL INVEST

MAHABAL ASSETS PRIVATE LIMITED

About this app

This app is exclusively available to investors who have availed the services of MAHABAL INVEST, an AMFI-registered Mutual Fund Distributor.

All-in-One Platform for Managing Your Financial Life
📈 Mutual Fund Investments
Access a wide range of mutual fund schemes and make informed investment decisions with expert-backed recommendations provided within the platform.

🛡️ Insurance Management
Easily view and access your existing insurance policies across the following categories:

*Automobile Insurance

*Health Insurance

*Life Insurance

*Property Insurance

💳 Loan Tracking
Monitor loans availed through the platform, including:

*Loans secured against Mutual Fund investments

*Loans backed by Securities

*SME-specific loans tailored for business needs

📊 Smart Portfolio Tracking
*Track performance across all your investments

*View consolidated, family-level portfolios in one place

*Get a complete snapshot of your portfolio, including dividends and interest income

*Receive timely alerts on key financial events and milestones

*Set and monitor financial goals aligned with your investments

*Track and manage support ticket status directly through the app

*Receive personalised portfolio reports via email—customised for both you and your 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.