This app is exclusively available to investors who are availing the services of SPARSH - ANALYSIS AND ADVISORY, an AMFI-registered Mutual Fund Distributor.
This platform offers a wide range of Mutual Fund schemes, enabling investors to make informed investment decisions based on personalized recommendations.
š”ļø Insurance Overview
Easily view and access your existing insurance policies when needed:
Automobile Insurance
Health Insurance
Life Insurance
Property Insurance
š³ Loan Tracking
Track and manage the loans youāve availed through the platform:
Loans secured by Mutual Funds
Loans secured by Securities
Loans designed for Small and Medium Enterprises (SMEs)
š Portfolio Tracking Features
ā Monitor the performance of your entire portfolio, across all categories
ā View consolidated, family-level portfolios in one place
ā Get a real-time snapshot of your investments and returns
ā View overall gains, including dividends and interest earnings
ā Receive timely notifications for key financial events and milestones
ā Align and track your investments based on personal financial goals
ā Manage your support tickets directly within the app
ā Receive customized portfolio reports via email, tailored to your preferences and those of your family members.