SATVA Wealth

This app is exclusively available for investors who have availed the services of SATVA Wealth, an AMFI-registered Mutual Fund Distributor.

The platform offers access to a wide range of Mutual Fund schemes, enabling investors to make informed investment decisions based on provided recommendations.

View and manage existing insurance policies when required:

• Automobile Insurance
• Health Insurance
• Life Insurance
• Property Insurance

View and track availed loans:

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

Portfolio Tracking Features:

✔ Monitor the performance of your portfolio across all available investment categories

✔ Aggregate and view family-level portfolios in one place

✔ Get a comprehensive overview of your investments at a glance

✔ Track overall returns, including dividends and interest earnings

✔ Receive notifications for important events and financial milestones

✔ Align your investments with your financial goals and track progress

✔ Monitor and manage your support tickets

✔ Receive customised portfolio reports via email based on your preferences and family members

Recent changes:
- Added abbreviated and numeric portfolio value display options.
- Added notional gain filter in capital gain reports.
- Improved Order Book with SIP cancellation and 2FA/payment link support.
- Added ARN information display on login, M-PIN, and biometric screens.
- Enhanced debit mandate selection during onboarding.
- Maintained the existing response flow for risk profiling.
- Added manual UCC entry for NSE.
- Added Pre-IPO details view.