CMZ One

This app is exclusively available to investors who have availed services from CMZ One, an AMFI-registered Mutual Fund Distributor.

The platform provides access to a wide range of mutual fund schemes, enabling investors to make well-informed decisions based on expert recommendations.

Insurance Overview

View and manage your existing insurance policies, including:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance

Loan Tracking

Track loans availed across categories such as:
• Loans against Mutual Funds
• Loans against Securities
• Loans for Small and Medium Enterprises (SMEs)

Portfolio Tracking Features

✔ Monitor portfolio performance across all investments
✔ View consolidated family-level portfolios
✔ Get a holistic view of your investments at a glance
✔ Track overall returns, including dividends and interest
✔ Receive alerts on key financial events and milestones
✔ Align and track financial goals with your investments
✔ Monitor support tickets easily
✔ Receive customized portfolio reports via email for yourself and family members.