InvestOnline

India’s first feature-rich Mobile App backed by cutting edge technology. A single gateway to access multiple Mutual Funds, Insurance & Equities. A single family view of portfolio. No need for multiple login IDs. You can purchase, redeem, switch and set-up SIP, STP, SWP. The faster, smarter way to invest in mutual funds. Keeping track of multiple SIPs is a breeze. InvestOnline Mobile App simplifies the world of mutual fund investment. Choose from a variety of Insurance Options for Individual, Family, Parents and even Grand Parents.

InvestOnline Mobile App is completely secure and no information is stored on your device. It allows you to download and stay connected to your investments.

Key features:

~ A single gateway that allows you to access multiple mutual funds & Insurance Solutions.

Mutual Funds:

• Intuitive screens which help you to glide through online transactions.
• Track investments of your family from a single login ID. Link multiple folios. No more headaches of remembering multiple PINs or login IDs.
• One-click investment & Paperless Transactions.
• You can set-up multiple SIPs to purchase future mutual fund investments from a vast fund universe.
• Submit your purchase, redemption and switch instructions at your convenience.
• Set-up future date for transactions.
• Add schemes to Watchlist, add NAV movement triggers and get notifications.
• Transfer Folios from previous investments at ease and start tracking immediately.
• ‘Swipe To Invest’ – Invest in pre-decided Scheme in a click. A FIRST in the industry.
• DIY - Free tool to add, track and analyse your Mutual Fund investments held anywhere.
• Invest in NFO schemes.
• Cart Purchase Option. Purchase multiple schemes with a single transaction.
• Knowledge Hub - Latest Videos, Articles and Blogs.
• Instant Access to 'Invest Guide', InvestOnline's in-house Investment Magazine.
• View total investments, current value, realized gain. Check exposure to Mutual Funds, Consolidated Portfolio Sector Exposure, category-wise Exposure in pleasing pie charts.
• State of the art tools to research funds.
• Check Scheme Specific Equity exposure on a monthly or quarterly basis.
• Historical NAV and Dividends data.
• Consolidated account statement.
• Track NAV performance of the fund. Get instant and historical NAV movement. Everything explained neatly through charts.
• Live Market Insights with Gainers and Losers, Index-wise.
• Research on Equities and Equity Indices.
• Find out ‘Who-Owns-What’ on specific Equity Search.
• One-click share of dedicated Equities of Mutual Fund Schemes on WhatsApp.
• Multiple Financial, SIP, Goal-Based, Retirement, Loan Calculators.
• Live Currency Conversion rates to INR of all currencies (10 minutes delayed)

Insurance

• Select multiple Health Insurance options starting from Rs. 1 Lac and upto 1 crore.
• Choose from Individual or Floater Plans.
• Solutions for Individuals, Family, Children, Parents and Grand Parents to choose from.
• Insure upto 5 members in a single policy.
• Compare upto 3 Insurance Policies in one go.
• Check list of Cashless Hospitals & Other Benefits provided by the Insurer.
• Instant issuance of policy.

Toll Free Customer Service Help Desk available from Monday – Saturday: 0930 – 1800 hours.