Services We Provide
Investlogical App
Our 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.
Mutual Funds are the best choice for those who want their hard-earned money to work equally hard. Our Wealth Management plans will build & manage a high-performing portfolio curated to your life’s needs. Mutual Funds have emerged as a biggest and most sought-after investment option in modern times. But with so many funds and schemes in the market, it has become mind-boggling to choose the right fund/scheme. Having invested in mutual funds, there is another more herculean task of managing the funds, knowing their folios and current NAV. We will help you in evaluating the correct fund/scheme suitable to you based on your risk-bearing appetite and also help you in knowing the current NAVs and managing your folios across different funds/schemes.
Insurance is a contract of indemnity ie. The insurer agrees to pay the insured a certain sum of money either on the happening or the non-happening of a certain event. Insurance is an important step in the financial planning process. It is a defensive measure and offers peace of mind to the individual. Insurance planning is to protect yourself, your family and loved ones, your home, your assets, or your business against unexpected events. The idea behind insurance is to get a group to contribute financially to a fund specifically designed to help individuals recover in the case of an unexpected loss. In this way, insurance eases financial burdens that can occur when disaster strikes.
OUR INSURANCE RECOMMENDATIONS INCLUDE INSURANCE FOR:
·Life
·Health
·Personal Accident Insurance
·You put your trust in the hands of an expert and your mind at ease.
·Child Cover