NextStep Financial Services

NextStep Financial Services

About this app

This app is exclusively available to investors registered with NextStep Financial Services, an AMFI-registered Mutual Fund Distributor.

Explore a Wide Range of Mutual Funds

Gain access to a diverse selection of mutual fund schemes. Make informed investment decisions with the help of expert recommendations tailored to your goals.

Easily Access Your Insurance Details

View and manage your existing insurance policies in one place:

Auto Insurance

Health Insurance

Life Insurance

Property Insurance

Track Your Loans Seamlessly

Keep an eye on all your active loans:

Loans against Mutual Fund holdings

Loans against Securities

Loans designed for Small and Medium Enterprises (SMEs)

Smart Portfolio Tracking

✔ Track the performance of all your investments in real time
✔ Consolidate and view family-wide portfolios in a single dashboard
✔ Get a complete overview of your holdings at a glance
✔ View total returns, including dividends and interest income
✔ Receive timely alerts for important updates and financial milestones
✔ Monitor your financial goals and stay aligned with your investment strategy
✔ Track and manage support tickets effortlessly
✔ Receive personalised portfolio reports via email, customized to your and your family’s needs

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.