Najnowsza wersja
1.6 Sejf do zainstalowania
1.6 Sejf do zainstalowania
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
Przegląd
TATA MF Pragati to Freeware oprogramowanie w kategorii Firma opracowane przez Tata Asset Management Ltd..
Najnowsza wersja TATA MF Pragati jest 1.6, wydany na 04.01.2025. Początkowo był to dodane do naszej bazy na 04.01.2025.
TATA MF Pragati jest uruchamiany w następujących systemach operacyjnych: Android.
TATA MF Pragati nie ma zostały ocenione przez naszych użytkowników jeszcze.
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