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: viraj.padhye@safehands.in
Privacy policy: https://www.safehands.in/singleclick/privacy