FINSTEPS

This app is exclusively available to investors who have availed themselves of the services of FINSTEPS, an AMFI-registered Mutual Fund Distributor. The platform provides a convenient and comprehensive way for investors to view, manage, and track their investments and other financial assets in one place. Mutual Fund Investments Explore a variety of Mutual Fund schemes. Make informed investment decisions based on recommendations provided by your Mutual Fund Distributor. Track your investments and monitor portfolio performance. Insurance View and access your existing insurance policies whenever required: Automobile Insurance Health Insurance Life Insurance Property Insurance Loans View and track loans availed through the platform: 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 across the above categories. ✔ Aggregate and view family-level portfolios in one place. ✔ Get a comprehensive overview of your investments and financial assets at a glance. ✔ Track overall returns, including dividends and interest earnings. ✔ Receive notifications about important financial events and milestones. ✔ Link your financial goals with your investments and track their progress. ✔ Raise and track support tickets conveniently. ✔ Receive customised portfolio reports via email based on your preferences and selected family members. One platform to view, track, and manage your wealth with ease.