ISO 9001 certified
43 AMCs supported
Distributors with ARN code act as intermediaries between AMC and investors. Using the app, they can easily manage client portfolios, place orders, & view market trends to invest in mutual fund schemes.
Advisors registered as an RIA assist investors with financial planning and investment advice. They can access investment details to give tailored investment advice that aligns with clients' financial goals.
Stockbrokers registered with SEBI facilitate buying & selling securities in the stock market. They can share investment ideas, track performance, and communicate with clients effectively.
With just a few clicks, investors can set up systematic investment plans (SIPs) or invest lump-sum amounts in the funds of their choice.
Users can search and filter mutual fund schemes based on criteria like investment style, asset class, fund size, and many more.
Explore mutual funds and learn about investment strategies, asset allocation, and performance history.
Manage the client's SIP investments by allowing them to adjust their investments' amount, frequency, and duration as needed.
Allows users to invest lump-sum amounts in mutual funds, providing a flexible and convenient way to invest in the markets.
Help users make informed investment decisions by providing accurate and up-to-date information, including historical performance.
Detailed breakdown of the holdings in each mutual fund to understand the underlying investments and how they contribute to the fund's overall performance.
Provide information on the fund managers of each mutual fund, including their experience and performance track record.
Manage client holdings and change their investments as needed, including selling assets, switching funds, or adding to holdings.
Comprehensive view of the client's investment portfolio, including detailed performance and asset allocation reports.
Provides customized SIP amount recommendations based on the user's investment goals, risk profile, and investment horizon.
Maintain the user portfolio's asset allocation by automatically selling and buying mutual funds based on the user's investment goals and risk appetite.
Enables the admin to manage and update the mutual fund database, including adding new funds, removing, and updating fund details.
Allows the admin to manage user accounts, access different mutual fund schemes, view client details, place orders, or access reports.
Assist the admin in managing SIP and lumpsum user investment orders, including order approval, rejection, and cancellation.
Enables the admin to trigger rebalancing based on user-defined criteria, such as asset allocation, investment goals, and risk appetite.
Admin can access comprehensive user details, including assets under management, investment history and performance reports.
Helps the admin create customized fund baskets based on the user's risk appetite.
Allows the admin to manage and update the app's home page banner, including adding new banners or removing and updating banners.
Provides detailed user and transaction reports that can be downloaded and used for further analysis and reporting purposes.
Allows the admin to send real-time updates, including fund performance, investment news, and app updates.
Get reports on the performance of each mutual fund, including historical returns, risk metrics, and other important information to evaluate the performance.
Allow users to view all their investment orders and details, including the investment amount, allocation date, NAV, payment, and order status.
Users can set targets for life goals like buying a house, kids' education, or emergency funds; according to that, they can invest in it.
Advanced algorithm assists users in getting mutual fund recommendations based on their risk level and investment goals.
Manage account settings, including personal information, bank account details, nominee details, and other preferences.
It sends notifications and alerts when the investments are updated or changed to stay on top of the portfolios.
The app's goal-based investment feature, mutual fund recommendation based on risk level, SIP or lumpsum investment amount recommendation, and rebalance feature enable clients to make informed investment decisions for their users.
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