Innovative

This app is only available for investors who have taken the service of Innovative Financials, an AMFI registered Mutual Fund Distributor. This platform offers a variety of Mutual Funds schemes to pick from. Investors can make informed investment choices based on the recommendations provided. View and access existing insurance when needed: • Automobile Insurance • Health Insurance • Life Insurance • Property Insurance View and track loans availed: • 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 in the above categories ✔ Aggregate and view family-level portfolios ✔ Get a comprehensive view of your portfolios at a glance ✔ See overall returns, including dividends and interest earnings ✔ Stay informed with notifications about key events and financial milestones ✔ Align your financial goals with your investments and track their progress ✔ Keep track of your support tickets ✔ Receive customised portfolio reports via email, tailored to your preferences and family members