Xpertvoice

This app is exclusively available to investors who use the services of Xpertvoice, an AMFI-registered Mutual Fund Distributor.

Manage your investments, insurance, loans, and overall portfolio conveniently from one platform.

Mutual Fund Investments

Explore a wide range of Mutual Fund schemes and make informed investment decisions based on recommendations provided by your financial advisor.

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 against Mutual Funds
• Loans against Securities
• Loans for Small and Medium Enterprises (SMEs)

Portfolio Tracking

✔ Monitor the performance of your investments and overall portfolio
✔ View and manage family portfolios in one place
✔ Get a consolidated view of your investments and financial assets
✔ Track overall returns, including dividends and interest earnings
✔ Receive notifications about important events and financial milestones
✔ Set financial goals, link them with your investments, and track their progress
✔ Raise and track support tickets
✔ Receive customised portfolio reports via email based on your preferences and selected family members