Investment Portfolio App for customers of Mahidhar and Associates
Mahidhar and Associates is a state of the art investment & insurance portfolio management App for customers
With Mahidhar and Associates App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the Mahidhar and Associates App:
Get a summary view of the current status of your investments across asset classes
Get a summary view of the insurance cover of all members in your family
Drill down to full detail
View Upcoming portfolio events
Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
Buy / Redeem / Switch Mutual Funds online from any AMC
Get best in the class MF advisory
Raise a service ticket to your advisor
Host of useful financial calculators to help you plan your short term and long term financial goals
Digital Vault ñ access your important documents anytime from your Smartphone
Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
Track small saving investments like PPF, NSC, KVP, FD, RD etc.
Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
Mahidhar and Associates is a state of the art investment & insurance portfolio management App for customers
With Mahidhar and Associates App, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing, profit booking or stopping loss.
Here are some of the many features of the Mahidhar and Associates App:
Get a summary view of the current status of your investments across asset classes
Get a summary view of the insurance cover of all members in your family
Drill down to full detail
View Upcoming portfolio events
Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
Buy / Redeem / Switch Mutual Funds online from any AMC
Get best in the class MF advisory
Raise a service ticket to your advisor
Host of useful financial calculators to help you plan your short term and long term financial goals
Digital Vault ñ access your important documents anytime from your Smartphone
Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.
Track small saving investments like PPF, NSC, KVP, FD, RD etc.
Maintain your investments in Stocks, Bonds, Bullion, Commodities etc.
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