Business Management App for MFDs
Brings complete Business of MFDs at their fingertips. Place MF transactions on behalf of clients, share reports on Whatsapp, track clients’ portfolios, and much more.
Place MF Transactions !
Reports on Whatsapp !
Goal GPS !
Portfolio Analysis !
Brings complete Business of MFDs at their fingertips
Dashboard shows latest AUM & SIP trends of the last 4 months with recent purchases, redemption, and rejected transactions. Also presents new SIPs, and upcoming business reports.Get Started
Powerful Portfolio Analysis
Analyze asset allocation, top equity & debt holding, sector exposure, XIRR returns. Check portfolio profitability on the go, and send portfolio reports to investors easily on Whatsapp!Get Started
Simulate the future goals of investors, track their achievements, calculate their current return and required return. Make clients, long term investor and slowdown investment redemption rate.Get Started