Apex Financial Services

This app is available only to investors who use the services of Apex Financial Services, an AMFI-registered Mutual Fund Distributor.

The app offers a range of mutual fund schemes to choose from and helps investors make informed decisions with expert recommendations.

Portfolio Tracking Features:

Track the performance of your investments.

View your family’s investments in one place.

Get a clear overview of your entire portfolio.

Check your total returns, including dividends and interest.

Receive notifications about important financial updates.

Set financial goals and track your progress.

Track the status of your support requests.

Receive personalised portfolio reports by email for yourself and your family members.