AssetPlus MF Distributor App 4+

Mutual Fund Dashboard App

ValuePlus Technologies Pvt Ltd

Designed for iPhone

    • 4.8 • 78 Ratings
    • Free

iPhone Screenshots

Description

AssetPlus is India’s fastest growing digital platform for MFDs. Our mission is to help mutual fund distributors and financial advisors to build a strong distribution business and achieve success in their career.

Trusted by over 8000+ MFDs, we strive to digitally grow and transform your distribution business. Right from offering the most innovative and user-friendly digital platform for your business to providing complete operational support in handling queries, we provide end-to-end solutions. This helps you to save time and focus more on approaching new clients.

Grow your business with:
Dedicated relationship managers
Exclusive support team to help in operations
One App to manage your entire business
Instant client onboarding within 180 seconds
Available in both desktop (web) and mobile (app) version
Unique and curated marketing materials with co-branding feature
Training and Development sessions conducted by industry experts
Knowledge resources backed by expert research
Separate AssetPlus Investor App with your branding
Client Referral Feature

Enhance your earning potential

For over 3 crore investors in India, there are only about 1 lakh distributors. Only about 6% of the market is capitalized, and the mutual fund industry is projected to grow 3X in size within 7 years.

Don’t miss this opportunity to become one among the 10,000 MFDs earning more than Rs. 1 lakh per month.
Build your own wealth while helping others in their wealth creation journey.

Download the AssetPlus Partner App now to supercharge your MFD business and help your clients achieve their financial goals.

FAQs

Why choose AssetPlus App?
The AssetPlus App is the perfect partner in your distribution business - Right from training eligible candidates to qualify their NISM series VA certification & obtain an ARN, to providing tech support, operational assistance, business development guidance, marketing & client acquisition strategies, we help you expand your client base, increase your AUM and ultimately grow your MFD business. Use our accurate & interactive mutual fund tracker and mutual fund calculators for smart investment recommendations.

What types of transactions are possible?
Facilitate Mutual Funds investments through SIP and Lumpsum
Help clients invest in NPS, Corporate FDs,
Purchase Insurance policies and avail Loans,
Switch between mutual fund schemes through STP,
Convert direct investments into regular mode under your ARN

Which AMCs are available to partner with on the AssetPlus?
AssetPlus enables you to empanel with all the AMCs in India and distribute the 2000+ mutual fund schemes including the following AMCs:
Axis Mutual Fund
Aditya Birla Sun Life Mutual Fund
Canara Robeco Mutual Fund
DSP Blackrock Mutual Fund
Franklin Templeton Mutual Fund
HDFC Mutual Fund
ICICI Prudential Mutual Fund
Bandhan Mutual Fund
Invesco Mutual Fund
Kotak Mahindra Mutual Fund
Quant Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Nippon India Mutual Funds
SBI Mutual Funds
Sundaram Funds
Tata Mutual Funds
UTI Mutual Funds

4. What are the charges or fees for using the AssetPlus App?
The AssetPlus App is completely free of cost for you to use. We charge a nominal fee to the mutual fund companies for the services we provide.

5. Are there portfolio tracking facilities?
Yes, we offer exclusive portfolio tracking facilities. You can now directly upload client portfolios from CAMS with just an OTP. Now track external and internal investments of your clients directly on the dashboard. We also provide detailed reports like Portfolio Report, Capital Gains Report, Investor Report, Family Report, etc for complete control over your clients’ investments.

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Mutual Fund distributors can register with us here - https://partner.assetplus.in/register

If you wish to know more, please contact - +91-9500999110

[:mav: 2.0.234]

What’s New

Version 2.0.250

Bug fixes and improvements

Ratings and Reviews

4.8 out of 5
78 Ratings

78 Ratings

Gaurav Saroha ,

Very Useful app, One feedback

Satisfied overall. Very good experience.

One request:

Dear team, If you can add a section for Life and Health insurance policy Data for clients. Which advisor or client could add, and also create a section in Client Portfolio report. With that we can see or send complete portfolio report in one place. With that Financial planning will be easy for client.

Deepayan88 ,

A user friendly app

Quite good to have all the facilities at one place. It took some time to get accustomed to it, however it works perfectly fine.

Krishna@1991 ,

Superb

Good to see such fantastic app. Which makes the account ready to invest in few seconds . Good keep it up

App Privacy

The developer, ValuePlus Technologies Pvt Ltd, 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:

  • Identifiers

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

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