Jain Privy Advisor Desk
Finance
Free · Designed for iPad
Jain Privy Advisor Desk
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.
Ratings & Reviews
* New Build released with a refreshed and modern interface.
* New NSE MF Platform Integration
* Integration of Client Wealth Report
* Performance Optimisation
* Bug fixes and security enhancement.
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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- JAIN PRIVY CLIENT PRIVATE LIMITED
- Size
- 104 MB
- Category
- Finance
- Compatibility
Requires iOS 12.4 or later.
- iPhone
Requires iOS 12.4 or later. - iPad
Requires iPadOS 12.4 or later. - iPod touch
Requires iOS 12.4 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Age Rating
18+
- 18+
- Copyright
- © Jain Privy Client Private Limited.