About Kataria Group
This app is exclusively available for investors who avail services from Kataria Group, an AMFI-registered Mutual Fund Distributor.
The platform offers access to a wide range of Mutual Fund schemes, enabling investors to make informed investment decisions based on expert recommendations.
Insurance Management:
View and access your existing insurance policies whenever required:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
Loan Tracking:
Monitor and track loans across various categories:
• Loans against Mutual Funds
• Loans against Securities
• Loans for Small and Medium Enterprises (SMEs)
Portfolio Tracking Features:
✔ Track the performance of your overall portfolio, including investments across the above categories
✔ View consolidated family-level portfolios
✔ Get a comprehensive snapshot of all your investments in one place
✔ Monitor overall returns, including dividends and interest income
✔ Receive notifications for important events and financial milestones
✔ Align your investments with your financial goals and track progress
✔ Track and manage your support tickets
✔ Receive customized portfolio reports via email based on your preferences and family members
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