Mahidhar And Associates

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.