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.
๐ผ Invest in Mutual Funds
Access a wide range of mutual fund schemes
Make informed investment decisions based on expert recommendations
๐ก๏ธ Track Your Insurance Policies
Easily view and manage details of your existing insurance across categories:
Auto Insurance
Health Insurance
Life Insurance
Property Insurance
๐ณ 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)
๐ 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
A holistic investment platform built to simplify your financial journey.