SUNRISE

SUNRISEIMF

About this app

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

- Create Goal option along with edit, delete, link and unlink investments (MF Inhouse & MF Heldaway).
- SIP transactions are now enabled for NFOs.
- Investor name now shown with folio number on MF holdings.
- Option to set nominee address same as primary holder.
- Added logout confirmation prompt.
- Bug fixes.