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About Mahidhar And Associates

Mahidhar And Associates app is a state of the art for your all Investments, Life Insurance & General Insurance Portfolio Management.


With Mahidhar And Associates app, you can get several views of your portfolio which will not only keep you abreast about its latest status, but also help you making important decisions for investment re-balancing etc.

Here are some of the many features of the Mahidhar And Associates app:
• Get a summary view of the current status of your investments across asset classes,
• Get a summary view of the insurance cover of all members in your family,
• Drill down to full detail,
• View Upcoming portfolio events,
• Get alerts about your important events such as life insurance premium due, general insurance renewals, SIP due, FMP maturity, etc.
• Get best in the class MF advisory,
• Raise a service ticket to your advisor,
• Host of useful financial calculators to help you plan your short term and long term financial goals,
• Digital Vault – access your important documents anytime from your Smartphone,
• Provides coverage of all major General Insurance sections such as Health, Motor, Fire etc.,
• Track small saving investments like PPF, NSC, KVP, FD, RD etc.,
• Maintain your investments in Stocks, Bonds etc.

What’s new

Version 1.36 · Updated September 22, 2026

New Release & Fix Some Bugs

User reviews

Dhruv Mistri
Dhruv Mistri
Give holistic view of your investment.
Pradeep Shukla
Pradeep Shukla
Excellent
bharat joshi
bharat joshi
EXTRAORDINARY EXPERIENCE
Aztec
Aztec
Fantastic app with good reporting for review of overall portfolio and investments. Added interaction and new graphic dashboards have made the app so much more informative and simpler. Kudos to the team! Wonderful work.
narayan menon
narayan menon
Extremely user friendly. Quick. All information available instantaneously
Robin Bhakat
Robin Bhakat
Excellent aap

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