ZFunds Advisor 4+

ZFUNDS DISTRIBUTION PRIVATE LIMITED

Conçu pour iPhone

    • Gratuit

Captures d’écran d’iPhone

Description

MFD Karein Shuru aaj hi. Agar aap bhi apna Mutual Fund distribution business suru karen aur Mahine ka Rs.30,000 tak kamayen


BEST IN CLASS RESEARCH
We take care of our advisors so that they can take care of their clients. Our highly efficient research team regularly reviews portfolios and has a track record of delivering above market returns for our advisors clients.

MANAGE YOUR CLIENTS PORTFOLIOS
See all your clients portfolios in one place. Super easy to understand portfolios that you can share with your clients in a single click.

CREATE A DIGITAL PRESENCE
Create your own microsite where you can publish articles, post videos and answer customer queries. Generate leads for your business and grow your AUM

EXTENSIVE RANGE OF INVESTMENT OPTIONS
Products like Mutual Funds, Bonds, RBI Bonds, FDs for your clients. Coming soon - Insurance, Loans, Credit Cards

TRANSACTION LINKS FOR YOUR CLIENTS
All communication is possible over whatsapp and your clients have no head ache of keeping another app on their phone. Design and share portfolios with your clients and and they can directly invest using these links

15 DAY COMMISSION PAYOUT
We are the only ones that give payouts every 15 days with perfect recon every time.


GOAL PLANNING
Goal feature within the app would guide your clients and help them invest in each type of financial goal you are looking at. Invest in -

Tax Saving Mutual Funds(ELSS) - Invest in tax saving mutual funds to get tax exemption under 80c up to 1.5L per year.

Short Term Goals - Liquid funds, Ultra-short funds, Money Market funds, Low Duration funds, and Short Term funds.

Long Term Goals - Equity funds, Large-cap, small-cap, multi-cap, mid-cap, corporate bond funds.

IN DEPTH FUND ANALYSIS
Everything you could want to know about a fund is here. Latest NAVs, Analysts Research, Fund manager Videos, Past returns and a lot more

LATEST MARKET NEWS
Get latest news and articles from the industry. Interviews from top management and fund managers. Stay on top of market ups and downs and be better prepared to manage risks for your clients


DATA ON MUTUAL FUNDS, STOCKS, BONDS

Get free insights, analysis, and ratings on all investments like mutual funds, stocks, and bonds by credible institutions like NSE, BSE & Morning star.


ALL MUTUAL FUNDS AVAILABLE

Aditya Birla Sun Life Mutual Fund, Axis Mutual Fund, Baroda Pioneer Mutual Fund, BNP Paribas Mutual Fund, BOI AXA Mutual Fund, Canara Robeco Mutual Fund. DHFL Pramerica Mutual Fund, DSP Mutual Fund, Edelweiss Mutual Fund, Essel Mutual Fund, Franklin Templeton Mutual Fund, HDFC Mutual Fund, HSBC Mutual Fund, ICICI Prudential Mutual Fund, IDBI Mutual Fund, IDFC Mutual Fund, IIFL Mutual Fund, Indiabulls Mutual Fund, Invesco Mutual Fund, ITI Mutual Fund, JM Financial Mutual Fund, Kotak Mahindra Mutual Fund, L&T Mutual Fund, LIC Mutual Fund, Mahindra Mutual Fund, Mirae Asset Mutual Fund, Motilal Oswal Mutual Fund, Parag Parikh Mutual Fund, Principal Mutual Fund, Quant Mutual Fund, Quantum Mutual Fund, Reliance Mutual Fund, SBI Mutual Fund, Shriram Mutual Fund, Sundaram Mutual Fund, Tata Mutual Fund, Taurus Mutual Fund, Union Mutual Fund, UTI Mutual Fund, YES Mutual Fund


*We are registered with AMFI & are a BSE star member.

Nouveautés

Version 1.3.6

- Auto Fill Client details optimisations

- KYC flow as per new SEBI regulation

- Camera option while uploading client docs

Confidentialité de l’app

Le développeur ZFUNDS DISTRIBUTION PRIVATE LIMITED a indiqué que le traitement des données tel que décrit ci‑dessous pouvait figurer parmi les pratiques de l’app en matière de confidentialité. Pour en savoir plus, consultez la politique de confidentialité du développeur.

Données établissant un lien avec vous

Les données suivantes peuvent être collectées et liées à votre identité :

  • Informations financières
  • Coordonnées
  • Contenu utilisateur
  • Identifiants
  • Données d’utilisation

Données n’établissant aucun lien avec vous

Les données suivantes peuvent être collectées, mais elles ne sont pas liées à votre identité :

  • Diagnostic

Les pratiques en matière de confidentialité peuvent varier, notamment en fonction des fonctionnalités que vous utilisez ou de votre âge. En savoir plus

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