TATA MF Pragati 1.6

TATA MF Pragati 1.6

Tata Asset Management Ltd. – Freeware – Android
Senaste versionen
1.6
Säkert att installera

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

Översikt

TATA MF Pragati är en Freeware programvara i den kategorin Företag utvecklats av Tata Asset Management Ltd..

Den senaste versionen av TATA MF Pragati är 1.6, släppt på 2025-01-04. Det lades ursprungligen till vår databas på 2025-01-04.

TATA MF Pragati körs på följande operativsystem: Android.

TATA MF Pragati har inte blivit betygsatt av våra användare ännu.

Screenshots (Klicka för större)

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