Business Statistics

Subscribed IFAs

Client App



For Intermediaries
Portfolio Reporting
Portfolio Reporting

Uploading and generation of transaction feeds, MF Auto file upload and AUM reconciliation

Transaction & reporting system
Goal Based planning

Online facility to gather client’s information for generating customised analysis reports.

Goal based planning
Online Mutual Fund transaction

Exchange integrated system available for a paper-less investment experience for clients.

Single touch point center
Client engagement system

Online engagement facility available to keep in touch with clients on the go.

Business Analytics

Overview of business growth, client details, business report for a holistic view.

Knowledge center
Single Touch Point Centre

Complete back-end team support to ensure smooth delivery of requirement

For Intermediaries Clients
Personalised client App

Helps client keep a track of their investments on the go

Alerts & reminders

Pings and alerts to update client about the upcoming major dates or events

Detailed portfolio report

Availability to check and download asset-wise,family-wise portfolio reports

Actionable list

To do list or pending actions relating to the financial plans is notified

Planning & reports availability

Anytime access to their financial plans and other reports

Touch point centre

Online system available to raise a query or any concern