InvestOwise

This app is exclusively available to investors who have subscribed to the services of Investowise, an AMFI-registered Mutual Fund Distributor.

The platform provides access to a wide range of Mutual Fund schemes, allowing investors to make informed investment decisions based on expert recommendations.

Insurance Access and Management:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance

Loan Tracking:
• Loans secured against Mutual Funds
• Loans secured against Securities
• SME-specific business loans

Portfolio Tracking Features:
✔ Monitor the performance of your portfolio across all investment categories
✔ Aggregate and view family-level portfolios
✔ Get a comprehensive overview of your investments at a glance
✔ Track overall returns, including dividends and interest income
✔ Receive timely notifications about key financial events and milestones
✔ Align and monitor your financial goals with corresponding investments
✔ Manage and track your support tickets easily
✔ Receive personalized portfolio reports via email for yourself and family members.