CANOPY Wealth

CANOPY Wealth is a comprehensive wealth management platform exclusively for investors associated with an AMFI-registered Mutual Fund Distributor.

The platform enables investors to manage, monitor, and grow their financial portfolio from a single, secure application.

Mutual Fund Investments

Access a wide range of mutual fund schemes and make informed investment decisions based on expert recommendations.

Portfolio Management Features
Monitor the performance of your overall investment portfolio.
View and track family-level portfolios in one place.
Get a consolidated overview of all your investments.
Track overall returns, including dividends and interest earnings.
Receive notifications for important financial events and milestones.
Set financial goals and monitor your progress toward achieving them.
Raise and track support tickets directly from the app.
Receive customised portfolio reports via email based on your preferences, including reports for family members.