Business Statistics

Subscribed IFAs

Client App

Goals

Locations

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
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
Personalised client App

Helps client keep a track of their investments on the go

i4
Alerts & reminders

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

i2
Detailed portfolio report

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

i5
Actionable list

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

i3
Planning & reports availability

Anytime access to their financial plans and other reports

single-touch-point-centre
Touch point centre

Online system available to raise a query or any concern