About CLUSTER WEALTH
This app is exclusively available for investors who have availed the services of CLUSTER WEALTH, an AMFI-registered Mutual Fund Distributor.
The platform provides access to a wide range of Mutual Fund schemes, enabling investors to make informed investment decisions based on expert recommendations.
Insurance Overview
Easily view and access your existing insurance policies, including:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
Loan Tracking
Track loans availed across different categories:
• Loans secured against Mutual Funds
• Loans secured against Securities
• Loans designed for Small and Medium Enterprises (SMEs)
Portfolio Tracking Features
✔ Monitor the performance of your investment portfolio across all supported categories
✔ View family-level consolidated portfolios
✔ Get a complete snapshot of your investments at a glance
✔ Track overall returns, including dividends and interest income
✔ Receive important notifications related to key financial events and milestones
✔ Align your financial goals with investments and track progress
✔ Stay updated on your support ticket status
✔ Receive customized portfolio reports via email, tailored to your preferences and family members
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