| Investment Tracking Dashboard |
| Insurance Tracking (Life, Health, Motor) |
| Existing & New Mutual Funds Reports |
|
| Goal Planning – One Goal |
| Right Insurance Plans Suggestions (Health or Life) One Time |
| Right Mutual Fund Scheme Suggestions One Time |
| Asset Allocation upto 5 Lakh |
|
| Freedom from Paper and Signature |
| Loan against Mutual Fund |
| SIP in Stocks and Direct Equity |
| Inter/ Intra Mutual Fund Switch |
| Multiple Banks Registration |
| Transaction through SMS, Call, App |
| Dedicated Customer Care |
| NRIs Included |
| Insurance Claim Consultation |
| Mutual Fund Claim/ Unit Transfer Consultation |
| Asset Allocation upto 15 Lakh |
