This app is only available for investors who have taken the service of financial advisor Pradiv.
This platform offers a variety of Mutual Funds schemes to pick from. Investors can make informed investment choices based on recommendations provided.
View and access existing insurance when needed:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
View and track loans availed:
• Loans secured by Mutual Funds
• Loans secured by Securities
• Loans tailored for Small and Medium Enterprises (SMEs)
Portfolio Tracking Features:
✔ Monitor the performance of your portfolio, including investments in the above categories
✔ Aggregate and view family-level portfolios
✔ Get a comprehensive view of your portfolios at a glance
✔ See overall returns, including dividends and interest earnings
✔ Stay informed with notifications about key events and financial milestones
✔ Align your financial goals with your investments and track their progress
✔ Keep track of your support tickets
✔ Receive customised portfolio reports via email, tailored to your preferences and family members
Data safety
Safety starts with understanding how developers
collect and share your data. Data privacy and security practices may vary based
on your use, region, and age. The developer provided this information and may
update it over time.
Whats New
Reports
• Holding Summary Report.
• Client / Family / Accountwise selection for Reports (excluding Systematic Reports).
