The interactive goal planning module is a feature of this application that allows users to track the progress of their financial goals. This module is designed to bring all profiling-related information to one convenient location, making it easier for users to stay on top of their financial plans. Additionally, the app has various security measures in place to ensure the safety of users' personal data, including PIN, fingerprint unlock, and face detection unlock.
One of the key functions of this app is its seamless portfolio management and transaction facilities. This allows users to easily manage their portfolio and view all transactions and SIPs in one place. The app also offers a search function for various baskets and allows users to compare different mutual funds and view their factsheets. Creating an online investment account has been simplified to just 5 minutes, and users can complete the entire transaction process within the app without having to authenticate via email. Mandate authentication can also be completed within the app and activated in just 2 minutes.
Blueprint Finserv, the company behind this app, offers management services for over 20 asset classes, including mutual funds, stocks, insurance, fixed income, commodities, real estate, NPS, small savings schemes, and loans. The app provides detailed information for each asset class in an enhanced and user-friendly manner. The process of adding, editing, and deleting assets has also been improved for a smoother experience.
In summary, this application is a comprehensive financial management tool that offers features such as goal planning, portfolio management, transaction facilities, and asset class management. With its user-friendly interface and advanced security measures, users can easily stay on top of their financial goals and manage their assets efficiently. Whether you're a beginner or an experienced investor, Blueprint Finserv has something to offer for everyone looking to simplify their mutual fund management.









