TATA MF Pragati 4+
Tata Asset Management Limited
專為 iPhone 設計
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- 免費
iPhone 螢幕截圖
描述
"Pragati"- a one stop portal for all the business requirements of our financial advisor with us. It is an enabler for us to grow together for years to come.
Pragati offers various functionalities to financial advisor through a secure login; such as facilitating transactions on behalf of their clients, viewing detailed business reports (customizable views - holistic and scheme-wise - relating to SIP business, AUM with us, Gross Sales, Net Sales, Market Share, Brokerage Reports, Membership status under Loyalty Program etc.). Additionally, other features such as News Flash, display of Loyalty Qualifiers’ names and loyalty points, calculators, scheme literature, Newsletters, will be made available on the Pragati Portal.
With Pragati you can:
View your Dashboard
AUM – Month End AUM (Scheme Wise/Asset Class Wise)
AUM can be spooled for the selected Month
Investors – List of Folios for the logged in ARN Number.
List of Folios for the logged in ARN number will be available.
You can initiate transaction directly for any folio.
Double Click the Folio to see Folios and the Portfolio details.
Brokerage Pay-out – Brokerage Pay-out Data (Monthly)
Brokerage Pay-out Data Can be spooled for the selected Month.
Initiate Transactions on behalf of your investors
New Folio Creation for KYC Compliant Investor.
Transaction -Purchase/Redeem/Switch/SIP/STP/SWP
Track the transactions
最新功能
版本 1.2
The domain for the web view url has changed. All the rest is same.
App 私隱
開發者表明Tata Asset Management Limited的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策。
不收集資料
開發者不會從此 App 收集任何資料。
私隱慣例或因使用的功能或年齡等因素而異。進一步了解
資料
- 供應商
- Tata Asset Management Limited.
- 大小
- 10.8 MB
- 類別
- 理財
- 兼容性
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- iPhone
- 須使用 iOS 13.0 或以上版本。
- iPod touch
- 須使用 iOS 13.0 或以上版本。
- Mac
- 須使用 macOS 11.0 或以上版本及配備 Apple M1 或以上版本晶片的 Mac。
- Apple Vision
- 須使用 visionOS 1.0 或以上版本。
- 語言
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英文
- 年齡
- 4+
- Copyright
- © Tata Mutual Fund
- 價格
- 免費