This app is exclusively available to investors who have availed services from Maitra Bee, an AMFI-registered Mutual Fund Distributor.
The platform offers a wide selection of mutual fund schemes, helping investors make smart, goal-aligned decisions through curated recommendations.
š¼ Invest in Mutual Funds Access a wide range of mutual fund schemes
Make informed investment decisions based on expert recommendations
š”ļø Track Your Insurance Policies Easily view and manage details of your existing insurance across categories:
Auto Insurance
Health Insurance
Life Insurance
Property Insurance
š³ Monitor Loans Stay updated on your loan portfolio, including:
Loans backed by Mutual Funds
Loans against Securities
Loans designed for Small and Medium Enterprises (SMEs)
š Comprehensive Portfolio Tracking Track the performance of all your investments in one place
Get a consolidated family portfolio view
Instantly see overall returns, including dividends and interest
Receive notifications on key investment events and financial updates
Set and track financial goals aligned with your portfolio
Monitor and manage your support tickets with ease
Receive personalised portfolio reports via email, tailored for you and your family
Updated on
Apr 15, 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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Whatās 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.