Blueprint Finserv

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"With Blueprint Finserv, managing your mutual fund investments has never been easier. Get access to an all-in-one account that helps you stay organized in personal finance with just one family account. The app offers an amazing user interface with immersive and interactive features. Multiple themes have been added to get a rich feel of the app. Client self-onboarding and ready-to-invest features allow you to invest within 10 minutes.

The interactive goal planning module lets you check your financial goals' progress, and the profile page brings all profiling-related information to one place. The app's security measures ensure that your personal data is safe, with added measures such as PIN, fingerprint unlock, and face detection unlock.

With seamless MF portfolio management and transaction facilities, you can easily manage your portfolio and view all transactions and SIPs. The app lets you search for various baskets and compare different mutual funds and check their factsheets. Online investment account creation is now simplified to 5 minutes. You can complete the whole transaction journey within the app without having to authenticate the transaction from email. Mandate authentication can also be completed within the app and activated within 2 minutes.

Manage over 20 asset classes, including MF, stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes, and loans with Blueprint Finserv. Detailed information for each of your assets is visible in a much enhanced manner. The adding, editing, and deleting experience is also improved. Simplify your mutual fund management with Blueprint Finserv."