Manage mutual fund accounts and client connections
Manage Mutual Fund accounts with transaction tracking and business operations. View client portfolios, process investments, and monitor fund performance. Receive real-time updates and access detailed reports.
The app allows users to invest in direct mutual funds, manage family wealth, and track portfolio performance. It offers a guided onboarding process and tools for goal-based planning and investment analysis.
Track investment performance and receive notifications about upcoming investments and pending actions. Monitor payment status and order progress in real time. Access investment details and statements for all family members under one account.
The app provides a single gateway to manage mutual fund investments across multiple fund houses. It offers features for opening new folios, purchasing, redeeming, switching, and setting up SIPs.
