SingleClick

Safehands Fintech

About this app

SingleClick is the secure client app from your financial advisory practice, powered by Safehands Fintech. See your entire investment portfolio in one place, follow your goals, and reach your advisor — all in a single click.

Designed for investors who work with a SEBI-registered investment adviser or mutual fund distributor, SingleClick turns your advisor's reports into a clean, always-up-to-date view on your phone.

WHAT YOU CAN DO

• Portfolio at a glance — Your total net worth and asset allocation across equity, debt, hybrid, mutual funds, bonds, EPF, fixed income and cash, with clear charts.

• Track every goal — See how your retirement, education, home and other goals are progressing and whether you're on track.

• Mutual funds & systematic plans — Review your fund holdings, SIPs and STPs, and upcoming instalments.

• Transactions & capital gains — Browse recent transactions and understand your realised and unrealised capital gains.

• Documents in one vault — Access statements and documents your advisor shares with you.

• Request advice in one click — Ask your advisor a question or request a recommendation, and track approvals and tasks — no calls, no queues.

• Announcements & notifications — Stay updated with messages from your advisory firm.

BUILT FOR TRUST

• Access is by invitation — your login is issued by your advisory firm.
• Your data is encrypted in transit and protected with secure authentication.
• No ads. No selling of your data. The app shows only your own portfolio.

SingleClick is a portfolio-viewing and client-servicing app. It does not execute trades or move money, and it does not provide automated investment advice — recommendations come from your human advisor.

Need an account? Contact your financial advisor / advisory firm.

Questions or help: [e-mail]
Privacy policy: https://www.safehands.in/singleclick/privacy

What’s new

This release is just for testing purpose.