Our vision is to satisfy the wealth creation and preservation, insurance and income needs of clients through our deep understanding of the upper retail insurance, savings and investment in market .Our core values are the principles that guide us daily in helping our customers achieve financial prosperity and peace of mind.
Key Features-
· Transact Online
· View Investments Across All Assets Classes, AMC wise and Family wise
· Recent Transactions for MF
· Check Holding Report for MF
· Factsheet
· Recommended Funds
· Market View - News and Videos
· Schedule tasks for your Advisor
· Alerts - SIP Expiry, SIP Bounced, SIP Terminated.
· Calculators
· E-locker facility to save all your personal documents and insurance policy copies