Laatste versie
1.6 Veilig te installeren
1.6 Veilig te installeren
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
Overzicht
TATA MF Pragati is Freeware software in de categorie Business ontwikkeld door Tata Asset Management Ltd..
De nieuwste versie van TATA MF Pragati is 1.6, uitgegeven op 04-01-2025. Het werd aanvankelijk toegevoegd aan onze database op 04-01-2025.
TATA MF Pragati draait op de volgende operating systems: Android.
TATA MF Pragati niet is nog niet beoordeeld door onze gebruikers.
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