HBK Financials

This app is available exclusively to investors who have availed the services of HBK Financials, an AMFI-registered Mutual Fund Distributor.

The platform provides a range of financial solutions to help investors manage and track their investments, insurance, loans, and overall portfolio in one place.

Mutual Fund Investments

* Explore a variety of Mutual Fund schemes.
* Make informed investment decisions based on recommendations provided through the platform.

Insurance
View and access your existing insurance policies whenever required:

* Automobile Insurance
* Health Insurance
* Life Insurance
* Property Insurance

Loans
View and track your existing loans, including:

* Loans secured against Mutual Funds
* Loans secured against Securities
* Loans tailored for Small and Medium Enterprises (SMEs)

Portfolio Tracking

* Monitor the performance of your investments across the above categories.
* View and aggregate family-level portfolios.
* Get a comprehensive view of your overall portfolio in one place.
* Track overall returns, including dividends and interest earnings.
* Receive notifications about important events and financial milestones.
* Align your investments with your financial goals and track their progress.
* Track and manage your support tickets.
* Receive customised portfolio reports via email based on your preferences and family members.