SPARSH - ANALYSIS AND ADVISORY

This app is exclusively available to investors who are availing the services of SPARSH - ANALYSIS AND ADVISORY, an AMFI-registered Mutual Fund Distributor.

This platform offers a wide range of Mutual Fund schemes, enabling investors to make informed investment decisions based on personalized recommendations.

🛡️ Insurance Overview

Easily view and access your existing insurance policies when needed:

Automobile Insurance

Health Insurance

Life Insurance

Property Insurance

💳 Loan Tracking

Track and manage the loans you’ve availed through the platform:

Loans secured by Mutual Funds

Loans secured by Securities

Loans designed for Small and Medium Enterprises (SMEs)

📊 Portfolio Tracking Features

✔ Monitor the performance of your entire portfolio, across all categories

✔ View consolidated, family-level portfolios in one place

✔ Get a real-time snapshot of your investments and returns

✔ View overall gains, including dividends and interest earnings

✔ Receive timely notifications for key financial events and milestones

✔ Align and track your investments based on personal financial goals

✔ Manage your support tickets directly within the app

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