The app is a convenient and secure way for investors to connect with their investment advisors. It’s a simple process to get connected with your favorite advisor, all you need is your Asset Management Registration Number (AMFI) or the name of the website.

Once you’re connected, you can start a one-on-one chat with your advisor, send them documents and even make payments online. The app provides a secure, confidential and easy way for investors to connect with their advisors.

Investors can also track and view the performance of their portfolios, get details about their funds, and view their financial statements.