Investment Tracking Dashboard |
Insurance Tracking (Life, Health, Motor) |
Existing & New Mutual Funds Reports |
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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 |
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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 |
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Direct Access to the Financial Advisor |
Goal Planning and Mapping with Investment |
Insurance Advice |
Mutual Fund Advice |
Asset Allocation no limit |
Recommendations on Right Investment Assets |
Recommendations on Tax Planning |