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