AiM INVESTMENTS

A comprehensive wealth management platform tailored for investors.

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

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

Insurance Access

View and manage your existing insurance policies whenever required:

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

Loan Tracking

Stay updated on loans availed through the platform:

• 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, including investments across all supported categories
✔ View consolidated family-level portfolios in one place
✔ Get a comprehensive snapshot of your investments at a glance
✔ Track overall returns, including dividends and interest earnings
✔ Receive notifications for important financial events and milestones
✔ Align your financial goals with your investments and monitor progress
✔ Track the status of your support tickets
✔ Receive customised portfolio reports via email, tailored to your preferences and family members.