smarTInvestor - Canara Robeco 3.0.1

The Canara Robeco smarT Investor application offers a streamlined and secure platform for individuals across all age groups to effectively manage their mutual fund investments. Designed with accessibility in mind, it caters to both novice and seasoned investors, making the investment process straightforward.

For Young Investors & Beginners:

• Efficient onboarding process with rapid KYC verification.
• Opportunity to initiate your first SIP or lump sum investment with ease.
• Ability to explore various funds, compare different schemes, and strategically build wealth.

For Experienced Investors & Professionals:

• Real-time performance tracking of your portfolio through interactive charts.
• Consolidated management of SIPs, STPs, SWPs, and redemptions within a single platform.
• Capability to set and accomplish financial objectives through customized investment strategies.

For Senior Investors:

• Secure access via User-ID, PAN, or Touch ID for peace of mind.
• Convenient management of nominees and bank account details.
• Streamlined process for downloading account statements and tracking transactions.

Key Features:

• Varied login options including OTP, User-ID, PAN, and Touch ID for flexible access.
• Simplified investment management encompassing lumpsum, SIP, STP, SWP, and switching transactions.
• A comprehensive portfolio dashboard for monitoring investments and upcoming SIPs while analyzing holdings.
• Secure transaction process facilitated by integrated payment gateways.
• Tools for financial planning that allow users to set investment goals and monitor their progress effortlessly.

The Canara Robeco smarT Investor Mobile App stands out as a versatile solution for users of all generations to invest, track, and manage their investments effectively. However, it is essential to remember that mutual fund investments are subject to market risks; therefore, investors should read all scheme-related documents attentively.