Maitra Bee

Maitra Commodities Pvt Ltd

About this app

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.

💼 Invest in Mutual Funds
Access a wide range of mutual fund schemes

Make informed investment decisions based on expert recommendations

🛡️ Track Your Insurance Policies
Easily view and manage details of your existing insurance across categories:

Auto Insurance

Health Insurance

Life Insurance

Property Insurance

💳 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)

📊 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

What’s new

- Create Goal option along with edit, delete, link and unlink investments (MF Inhouse & MF Heldaway).
- SIP transactions are now enabled for NFOs.
- Investor name now shown with folio number on MF holdings.
- Option to set nominee address same as primary holder.
- Added logout confirmation prompt.
- Bug fixes.