This platform offers a variety of financial products and tools:
Investment Options:
• A selection of Mutual Funds
• Access to Global Markets
• Portfolio Management Services (PMS)
• Peer-to-Peer (P2P) Lending
Clients can make informed investment choices based on recommendations from their financial advisors.
Insurance Coverage:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
Loan Services:
• 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, managed by your financial advisor.
> 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