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.
đź’Ľ 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
đź’ł 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
Updated on
May 22, 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
See details
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.