Compass Finserve LLP

This app is exclusively designed for investors associated with Compass Finserve, an AMFI-registered Mutual Fund Distributor.

Diverse Mutual Fund Investment Options
Access a wide selection of mutual fund schemes. Make informed investment decisions with the help of personalized recommendations provided through the platform.

Access Your Insurance Details Anytime
Easily view your existing insurance policies, including:
• Motor Insurance
• Health Insurance
• Life Insurance
• Property Insurance


Comprehensive Portfolio Tracking
Track the performance of your entire investment portfolio
View consolidated portfolio details at the individual and family level
Get a quick snapshot of your overall holdings
Monitor returns including dividends and interest income
Receive timely alerts for important financial events and updates
Set and track your financial goals against actual investment progress
Stay informed about your support ticket status
Receive customized portfolio reports via email based on your preferences and family structure.