Dhan Samridhi

Dhan Samridhi is a customer investment app designed to help investors manage their mutual fund journey with guidance and support from their distributor.
The app brings portfolio tracking, mutual fund opportunities, goal planning, SIP management, reports, insurance tracking and useful financial tools into one simple experience.

Why Dhan Samridhi?

Dhan Samridhi helps you stay connected with your distributor, view your investments clearly and take key actions across your financial journey.


Key Features

- Mutual Fund Opportunities

View curated mutual fund opportunities shared for your investment needs. Start SIPs or make one-time investments through a simple guided flow.

- Portfolio Tracking
Track current value, invested amount, returns, SIPs, SWPs, STPs and fund-wise holdings in one place.

- Goal-Based Investing
Create and track goals such as home, education, retirement or wealth creation with clear progress and target tracking.

- Family Portfolio View
View investments across family profiles from one dashboard for easier monitoring.

- Fund Details
Check NAV, returns, risk rating, fund manager, holdings, fund information and portfolio composition before investing.

- Risk Profiling
Take a simple quiz to understand your investor profile and risk comfort.

- Reports & Statements
Generate and download capital gains, portfolio valuation and holdings / SOA reports.

- CAS Wealth Analysis
Upload CAS reports to view a broader analysis of mutual funds, demat holdings and insurance details.

- Insurance Tracking
Add and manage insurance policies, track premiums, renewal dates, active policies and expiring policies.

- Banks & Mandates
Manage bank accounts and mandates required for SIP and investment transactions.

- Calculators & Planning Tools
Use calculators for SIP, Lumpsum, EMI, tax-saving, retirement and other financial planning needs.

- Distributor Support
Stay connected with your distributor for assistance, opportunities and investment-related support.

Dhan Samridhi helps you invest, track, plan and manage your financial journey with clarity and convenience.