About SATVA Wealth
This app is exclusively available for investors who have availed the services of SATVA Wealth, 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 provided recommendations.
View and manage existing insurance policies when required:
• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance
View and track availed loans:
• Loans secured against Mutual Funds
• Loans secured against Securities
• Loans designed for Small and Medium Enterprises (SMEs)
Portfolio Tracking Features:
✔ Monitor the performance of your portfolio across all available investment categories
✔ Aggregate and view family-level portfolios in one place
✔ Get a comprehensive overview of your investments at a glance
✔ Track overall returns, including dividends and interest earnings
✔ Receive notifications for important events and financial milestones
✔ Align your investments with your financial goals and track progress
✔ Monitor and manage your support tickets
✔ Receive customised portfolio reports via email based on your preferences and family members
Similar Apps
Loan Calculator – Interest
Calculate loan EMI, interest & total payment quickly and easily.
ConcordPay
Manage your account and payments on-the-go.
Controlei
Have more control over your personal finances in one place.
Trend Scope: IPO & Stocks
Stay updated with IPOs, results, corporate actions and market movers.
MCF Give on the Go
Secure, fully compliant giving made easy, from Marin Community Foundation
UNO Digital Bank
High-interest savings, loans up to ₱500K. The official UNO Digital Bank.
