MoRa Finserve

MoRa Finserve

About this app

This app is only available for investors who have taken the service of MoRa Finserve an AMFI registered Mutual Fund Distributor.

This platform offers a variety of Mutual Funds schemes to pick from. Investors can make informed investment choices based on recommendations provided.

View and access existing insurance when needed:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance

View and track loans availed:
• Loans secured by Mutual Funds
• Loans secured by Securities
• Loans tailored for Small and Medium Enterprises (SMEs)

Portfolio Tracking Features:
✔ Monitor the performance of your portfolio, including investments in the above categories
✔ Aggregate and view family-level portfolios
✔ Get a comprehensive view of your portfolios at a glance
✔ See overall returns, including dividends and interest earnings
✔ Stay informed with notifications about key events and financial milestones
✔ Align your financial goals with your investments and track their progress
✔ Keep track of your support tickets
✔ Receive customised portfolio reports via email, tailored to your preferences and 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.