Mobile App Features
Comprehensive Dashboard
Everything your clients need to see, in one place.
Key Highlights
Real-time AUM, SIP book, commissions, and portfolio performance — plus a built-in capital gains view, SIP alerts, and goal tracking. One dashboard your clients will actually open every day.
An app your clients check because it's useful, not just because it exists.
Your Own App/Play Store
Not a white-labelled skin. Your own listing.
Key Highlights
Your own branded investment app — published under your own name on Google Play and the Apple App Store, not buried inside a shared, generic listing. Paperless KYC, instant onboarding, and full transaction access, all under your brand.
When clients search for your app, they should find yours — not a shared one.
End-to-End White Labelling
No InveztMF branding. Ever.
Key Highlights
Every screen, every notification, every report — fully white-labelled with your brand. Deeper customization gives you control over colors, fonts, splash screens, and loaders, so the app feels like it was built in-house.
Built by us. Branded, seen, and experienced as yours.
Instant Transaction Processing
Investing shouldn't take a phone call.
Key Highlights
Clients invest, redeem, switch, or set up STP and SWP — all in seconds, right from the app. Real-time confirmations, mandate setup, and UPI payments mean clients transact with confidence, without calling you to check if it worked.
Fewer calls asking “did it go through?” More time for the conversations that matter.
Family Wealth View
The whole family's investments, in one app.
Key Highlights
Clients see their entire family portfolio in one place — every member, every folio, joint holdings, and HNI accounts — mapped together. Built for families managing wealth across generations, from one login.
One app for the whole family's financial picture.