Jain Privy Advisor Desk

Finance

Free · Designed for iPad. Not verified for macOS.

1-Added new methods to the NSE Transaction Module. 2-Implemented bug fixes and performance optimizations. Jain Privy Advisor Desk empowers their Advisor or Channel Partners to manage their client mutual fund investments anytime, anywhere. After successful login, the Welcome screen displays the ‘Dashboard’ where he can view summary of his MIS, client current valuation, returns earned etc. There are various other sections where he can view client complete investment performance and also raise the transaction for their clients, He can view their business MIS like Month Wise SIP summary, his KRA ,month wise AUM summary etc . Note: To access this application you must use your registered Login Id and Password for Jain Privy Advisor Desk. If you don’t have the same, then you can contact Jain Privy Backoffice team directly for enrolment process or register from the app and as per users entered details ,Backoffice team complete all legal formalities and provide you the login credentials for the app.

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1-Added new methods to the NSE Transaction Module. 2-Implemented bug fixes and performance optimizations.

Version 7

The developer, Jain Privy Client Private Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • JAIN PRIVY CLIENT PRIVATE LIMITED
Size
  • 105.8 MB
Category
  • Finance
Compatibility
Requires iOS 15.4 or later.
  • iPhone
    Requires iOS 15.4 or later.
  • iPad
    Requires iPadOS 15.4 or later.
  • iPod touch
    Requires iOS 15.4 or later.
  • Mac
    Requires macOS 12.3 or later and a Mac with Apple M1 chip or later.
Age Rating
18+
Copyright
  • © Jain Privy Client Private Limited.
  • Developer Website
  • Privacy Policy

    • More by Jain Privy Client Private Limited

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