TATA MF Pragati 1.6

Pragati serves as a comprehensive portal designed to meet the diverse business needs of financial advisors. It functions as a facilitator for mutual growth and long-term collaboration.

The Pragati platform provides a secure login environment and various functionalities tailored for financial advisors. These features include:

• Transaction facilitation on behalf of clients
• Access to detailed, customizable business reports, including:
• • SIP business
  • Assets Under Management (AUM)
  • Gross and Net Sales
  • Market Share analytics
  • Brokerage Reports
  • Membership status under the Loyalty Program
• A section for urgent news updates and displays of Loyalty Qualifiers and corresponding loyalty points
• Financial calculators and access to scheme literature
• Newsletters relevant to the financial advisory field

Key features of the Pragati portal include:

• Dashboard overview for quick insights
• AUM reports categorized by scheme and asset class, with month-end data for easy tracking
• Compilation of investor folios associated with the logged-in ARN number, including:
• • The ability to initiate transactions directly for any selected folio
  • Double-click functionality to view detailed folio and portfolio information
• Monthly brokerage pay-out data with options to filter by selected month
• Transaction initiation on behalf of investors for services such as:
• • New folio creation for KYC-compliant investors
  • Purchases, redemptions, switches, systematic investment plans (SIPs), systematic transfer plans (STPs), and systematic withdrawal plans (SWPs)
  • Tracking of all transactions initiated through the platform