About MAHABAL INVEST
This app is exclusively available to investors who have availed the services of MAHABAL INVEST, an AMFI-registered Mutual Fund Distributor.
All-in-One Platform for Managing Your Financial Life
📈 Mutual Fund Investments
Access a wide range of mutual fund schemes and make informed investment decisions with expert-backed recommendations provided within the platform.
🛡️ Insurance Management
Easily view and access your existing insurance policies across the following categories:
*Automobile Insurance
*Health Insurance
*Life Insurance
*Property Insurance
💳 Loan Tracking
Monitor loans availed through the platform, including:
*Loans secured against Mutual Fund investments
*Loans backed by Securities
*SME-specific loans tailored for business needs
📊 Smart Portfolio Tracking
*Track performance across all your investments
*View consolidated, family-level portfolios in one place
*Get a complete snapshot of your portfolio, including dividends and interest income
*Receive timely alerts on key financial events and milestones
*Set and monitor financial goals aligned with your investments
*Track and manage support ticket status directly through the app
*Receive personalised portfolio reports via email—customised for both you and your family members
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