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Through Mahindra Finance Investment Solutions App, Relationship Managers can view, rebalance, create goals and create investment instructions for the clients

Mahindra Finance Investments

by Mahindra & Mahindra Financial Service Limited

What is it about?

Through Mahindra Finance Investment Solutions App, Relationship Managers can view, rebalance, create goals and create investment instructions for the clients. The app is accessible only to Mahindra Finance Employees & empaneled Business Associates only and is not accessible to clients. Mahindra Finance customers can access their investments and transact through client app.

App Details

Version
1.0
Rating
NA
Size
0Mb
Genre
Finance Utilities
Last updated
November 21, 2022
Release date
November 21, 2022
More info

App Store Description

Through Mahindra Finance Investment Solutions App, Relationship Managers can view, rebalance, create goals and create investment instructions for the clients. The app is accessible only to Mahindra Finance Employees & empaneled Business Associates only and is not accessible to clients. Mahindra Finance customers can access their investments and transact through client app.

*Here is what you can do with app :*



1. Invest in mutual funds and Fixed Deposits.

2. Invest in mutual funds with minimum amount of Rs.500/- per month through Systematic Investment Plan.(SIP)

3. Save Tax by investment in Tax oriented ( ELSS) Schemes.

4. Calculate your Risk profile and invest accordingly.

5. Prefer Bucket Investment for Wealth Creation based on risk profile to achieve financial goals.

6. Calculators helps to understand amount required to achieve goals.

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