QR Code
My Portfolio

My Portfolio

1.4 by Sameer Chavan
(0 Reviews) March 11, 2025
My Portfolio My Portfolio My Portfolio My Portfolio

Latest Version

Version
1.4
Update
March 11, 2025
Developer
Sameer Chavan
Categories
Finance
Platforms
Android
Downloads
0
License
Free
Package Name
com.dwt.myportfolio
Visit Page

More About My Portfolio

My Portfolio Insurance & Investment Management mobile app.
An Online Insurance Portfolio Management System

MY PORTFOLIO app is now in your hands!!!

Use India's first our exclusive mobile app on your Android smartphone & iPhone and stay updated about your investments anytime, anywhere.

Here Are Some Of The Many Features Of Our Web Based Mobile App:-

* Digital wallet for all insurance needs
* Maintain all LIC, PRIVATE, HEALTH, MOTOR & GENERAL INSURANCE Policies, also FD, RD, POSTAL SAVINGS, etc.
* You can Add/Maintain Policies bought from other agents also
* You can maintain all family insurance policies
* Your Life Insurance, Health and General Insurance Portfolio at a Glance

Also Showing:-

* All Family Policies
* Premium Calendar
* Insurance Cash Flow Chart
* All Life Cover
* Projected Returns
* Total Family Returns and much more...

Your premiums & renewals due in the next 30 days or outstanding beyond the due date:-

* Pay premiums online
* Get a summary view of the insurance coverage of all members of your family
* Month-wise premium calendar of your LIFE, HEALTH as well as GENERAL INSURANCE premiums
* Cash flow view to give you an indication of when you will be receiving money on your insurance policies
* Analyze the gap in your optimum insurance level, get robo-advice on the right insurance product for your needs
* Compare & buy health insurance
* Get information on various insurance products with illustrative benefits
* Compare Premium and Benefits of various health insurance products
* Know health insurance premium for family
* Claim intimation of TPA (24x7) - instantly to the Insurance Company/TPA upon hospitalization
* Locate all cashless hospitals available on your health insurance policy
* Can understand LIC Plans & Investment Solutions
* Family protection calculators
* To know the updates on insurance & investment options
* Get notified on the important events related to your insurance portfolio
* My documents - secure way to store digital copies of all KYC and Insurance Policies.

Directly chat with us on WhatsApp

24x7 virtual support - raise a service request to us and we will be happy to attend to you

Rate the App

Add Comment & Review

User Reviews

Based on 0 reviews
5 Star
0
4 Star
0
3 Star
0
2 Star
0
1 Star
0
Add Comment & Review
We'll never share your email with anyone else.