Nandanam Finvest

This app is exclusively designed for investors who have availed the services of Nandanam Finvest, an AMFI-registered Mutual Fund Distributor.

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

Insurance Overview

Easily view and access your existing insurance policies whenever required:

• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance

Loan Tracking

Stay updated on your loans across multiple categories:

• Loans secured against Mutual Funds
• Loans secured against Securities
• Loans designed for Small and Medium Enterprises (SMEs)

Portfolio Tracking Features

✔ Monitor the performance of your portfolio, including investments across all supported categories

✔ View and manage consolidated family-level portfolios

✔ Get a comprehensive snapshot of your investments at a glance

✔ Track overall returns, including dividends and interest income

✔ Receive timely notifications on important financial events and milestones

✔ Align your financial goals with your investments and monitor their progress

✔ Keep track of your support tickets and requests

✔ Receive customized portfolio reports via email, tailored to your preferences and family members