Advisor Pro

About Advisor Pro

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

The platform provides access to a wide range of Mutual Fund schemes, enabling investors to explore investment options and make informed investment decisions based on recommendations and insights provided by their Mutual Fund Distributor.

Insurance Portfolio

View and access your existing insurance policies whenever required:

Automobile Insurance
Health Insurance
Life Insurance
Property Insurance
Loan Portfolio

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 & Management
Monitor the performance of your investments across the above-mentioned categories.
View and manage aggregated portfolios at the family level.
Get a comprehensive overview of your investments and assets in one place.
Track overall returns, including dividend and interest earnings.
Receive timely notifications about important events, updates, and financial milestones.
Link your financial goals with your investments and monitor progress towards achieving them.
Track and manage your support tickets conveniently.
Receive customised portfolio reports via email based on your preferences and family members.