Our vision is to satisfy the wealth creation and preservation, insurance and income needs of clients through our deep understanding of the upper retail insurance, savings and investment in market .Our core values are the principles that guide us daily in helping our customers achieve financial prosperity and peace of mind.
Key Features-
· Transact Online
· View Investments Across All Assets Classes, AMC wise and Family wise
· Recent Transactions for MF
· Check Holding Report for MF
· Factsheet
· Recommended Funds
· Market View - News and Videos
· Schedule tasks for your Advisor
· Alerts - SIP Expiry, SIP Bounced, SIP Terminated.
· Calculators
· E-locker facility to save all your personal documents and insurance policy copies
我们的愿景是通过我们上零售保险的深刻理解,以满足客户的财富创造和保护,保险和收入的需求,储蓄和市场。我们的核心价值是投资,每天指导我们在帮助客户实现财务繁荣的原则和安心。
主要特征-
·网上的Transact
·查看投资横跨所有资产类别,AMC明智和聪明的家庭
·最近的MF交易
·检查MF控股报告
·简报
·推荐基金
·市场观点 - 新闻和视频
·您的顾问计划任务
·快讯 - SIP到期,SIP退回,SIP终止。
·计算器
·E-更衣室设施,以节省您的所有个人文件和保单副本