Senaste versionen
1.6 Säkert att installera
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.
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