FEATURES
Invest in Mutual Funds
Invest in Mutual Funds
Invest in Mutual Funds
Transact in current folios and create new ones with the NSE N MF, BSE Star MF, and MFU Platform's seamless interaction.
All in one platform
Invest in Mutual Funds
Invest in Mutual Funds
Assign Relationship Managers and Sub-Brokers to each investor in a family account. Clients have complete control over their information.
Portfolio Reporting
Portfolio Reporting
Portfolio Reporting
View, manage and monitor the Capital Gains and the Family Portfolio. Report on XIRR and CAGR. With a simple click, you can present your clients with a complete portfolio.
Broadcast emails
Portfolio Reporting
Portfolio Reporting
Send a large number of emails to specified groups of clients or prospects on a regular basis, with reports attached. Customized email campaigns and bulk upload options are the salient features.