1) What is FundConnect App?

FundConnect App is a Financial Application that allows you to: View your Live Investments with your Financial Advisor Recieve important notifications & alerts regarding your Investments View Market updates like NFO & Dividend announcements, News, Quotes etc Use Financial calculators for your Financial Planning

2) Can I see my Live Investments with my Financial Advisor?

Yes. You must get the ARN number, your Login & Password from your Financial Advisor and you are ready to view your Live portfolio. Its as simple as this!

3) What do I do if I see any error in my Portfolio value?

Its probably just a minor data related issue. Just Click on the Service Request button on the left menu and your Financial Advisor will call you back to get the issue resolved.

4) What do I do If I donot know my Financial Advisor's ARN or his website?

Please call your Advisor and ask him for: his ARN number, and your FinnSys Login & Password

5) What do I do If my Financial Advisor is not listed with FinnSys?

Please ask your Financial Advisor to contact us for registration.

6) What do I do if I donot remember my user name and password?

Please visit the Forgot Password section to retrieve your Login & Password.

7) Can I do any transactions in this App?

No. Presently the App is in the View Only mode. However, we have plans to integrate online transactions shortly.

8) How secure are my Username & Password?

Your Login & Passwords are stored on your Financial Advisor's system in an encrypted format.

9) Can I see my portfolio on a different device too?

Yes. However, you will receive notifications & alerts only on the device thru which you logged in last time. This app is currently available only on the Android and the iOS platforms.

10) Is the Valuation of my Portfolio shown in Real Time?

The valuation of your portfolio is based on the NAV or the stock price announced on the previous day. For details, please consult your financial advisor.

11) Can I access the Portfolio of my family?

Yes the group head is given the access to view the portfolio of the entire family.