Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
Manage tax documents securely by uploading, organizing, and accessing files. Create folders, track requests, and review submissions. Access articles, blog posts, and videos for tax guidance.
Track accounts in equity, derivatives, and commodities
Track investments in Indian equity, derivatives, commodities, and currency markets. View account balances, monitor transactions, and access real-time market data.
Manage customer and order details from a mobile device. View order status with swipe gestures. Customize products and track inventory. Send updates and receive notifications. Access all features of the web application on-the-go.
Manage leads, track properties, and update contacts
Manage contacts and organize topics/groups. Schedule tasks and meetings. Review interaction history. Add contacts to drip campaigns. Access all major desktop CRM functions on mobile.
Save contact information by entering a phone number and email. Clients can call or email by clicking buttons. Contact details are displayed on the client's home screen for quick access.
Manage investments, plan finances, and access advisory services. Track portfolio performance, set financial goals, and receive personalized recommendations. Schedule meetings, view account statements, and communicate with advisors securely.