Investify Plus 2.23

Investify Plus presents itself as a sophisticated solution for investment and insurance portfolio management tailored for clients seeking a comprehensive overview of their financial standing.

The Investify Plus app offers users various insights into their portfolios, ensuring that they remain informed about their latest developments while aiding in pivotal decisions such as investment rebalancing, profit-taking, or loss mitigation.

Key features of the Investify Plus app include:

• A summary view of current investments across diverse asset classes.
• An overview of insurance coverage for all family members.
• Detailed insights available through deeper exploration of portfolio data.
• Notifications regarding upcoming portfolio-related events.
• Alerts for significant occurrences, such as life insurance premium due dates, general insurance renewals, systematic investment plan (SIP) dues, and fixed maturity plan (FMP) maturities.
• The capability to buy, redeem, or switch mutual funds online from any asset management company (AMC).
• Access to top-tier mutual fund advisory services.
• The option to raise service tickets directly to financial advisors.
• A suite of financial calculators designed to assist in planning both short-term and long-term financial objectives.
• A digital vault for storing important documents, accessible via smartphone at any time.
• Coverage across major sections of general insurance, including health, motor, and fire protections.
• Tracking capabilities for small savings investments like Public Provident Fund (PPF), National Savings Certificate (NSC), Kisan Vikas Patra (KVP), fixed deposits (FD), and recurring deposits (RD).
• The ability to manage investments in stocks, bonds, bullion, commodities, and more.