Mudra Nivesh

MUDRANIVESH

About this app

This app is only available for investors who have taken the service of Mudra Nivesh, 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 the 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

- Added an option to manually enter the UCC code during onboarding.
- Implemented risk profile PDF generation and saved it against the respective client in the system.
- Added an option to download, upload, and email the client risk profiling report.
- Display 2FA and Payment Link on the Order Submitted screen.
- Address field character limit on the Add Nominee Details screen during onboarding.