Maris Finserv

Maris Finance

About this app

This app is exclusively available to investors who are availing the services of Maris Finserv, an AMFI-registered Mutual Fund Distributor.

The platform provides a wide selection of Mutual Fund schemes, enabling investors to make well-informed decisions based on personalised recommendations.

Insurance Overview

Access and review your existing insurance policies with ease:

Automobile Insurance

Health Insurance

Life Insurance

Property Insurance

Loan Monitoring

Track all loans availed by you, including:

Loans against Mutual Funds

Loans against Securities

Loans designed for Small and Medium Enterprises (SMEs)

Portfolio Management Features

✔ Monitor the performance of your investments across all categories

✔ View consolidated family-level portfolios

✔ Get an at-a-glance summary of all your holdings

✔ Track total returns, including dividends and interest

✔ Receive alerts and notifications for important financial updates

✔ Align investments with your financial goals and monitor their progress

✔ Track the status of your support tickets

✔ Receive personalised portfolio reports via email for you and your family members.

What’s new

- SIP Matured and SIP Ceased status filter added in Systematic Registration Report.
- Showing NAV start date in Historical Calculator.
- Shown Date of Birth in Client Detail inside Header Filter for Filter by Client or Family.
- Bug fixes.