J2 WEALTH

This app is available exclusively to investors who have subscribed to the services of J2 WEALTH, an AMFI-registered Mutual Fund Distributor. Explore Mutual Fund Options Choose from a wide selection of mutual fund schemes. Make smarter investment decisions with personalized recommendations. Access Your Insurance Policies Easily view existing insurance coverage, including: • Vehicle Insurance • Health Insurance • Life Insurance • Property Insurance Track Your Loans Keep an eye on loans you’ve availed through the platform: • Loans against Mutual Funds • Loans against Securities • Loans designed for SMEs Stay on Top of Your Portfolio ✔ Track performance across all your investments ✔ View consolidated family portfolios ✔ Get a real-time overview of your holdings ✔ See total returns, including dividends and interest ✔ Receive alerts for important financial updates ✔ Align and track your financial goals ✔ Monitor support ticket status ✔ Receive customized portfolio reports via email tailored for you and your family