AMS WEALTH

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