FinDost 4+

FinDost: Your Trusted Financial Partner for Success

FinDost is an ultimate app for authorized partners and sub-brokers of Findoc, designed to help you manage your clients and achieve your financial goals seamlessly. Whether you're keeping track of client portfolios, staying updated on market trends, or expanding your knowledge base, FinDost has everything you need.

Key Features:

Dashboard

• Top Gainers & Losers: Monitor the top-performing and least-performing stocks owned by your clients.
• Top Holding Valuation: Keep an eye on the stocks with the highest valuation in your clients' portfolios.
• Mutual Funds: Track the best-performing mutual funds.
• Upcoming IPOs & Insurance Plans: Stay informed about the latest investment opportunities.

My Clients

• Client Overview: Get a quick snapshot of all your clients' information.
• Detailed Client Profiles: Access detailed information about your clients and their families.
• Client Holdings: Review your clients' current holdings and upcoming IPOs.
• Financials: Check client ledger, balance, and active exchanges effortlessly.

Top Performers

• Performance Metrics: Identify top-performing regions, branches, and sub-branches based on turnover, brokerage, and accounts.

My Revenue

• Revenue Tracking: Analyze your revenue client-wise on a monthly, quarterly, and yearly basis.
• Advanced Filtering: Filter revenue data by branch, RO, and sub-branch for deeper insights.

Knowledge Center

• Educational Resources: Access uploaded videos, documents, and links to enhance your financial knowledge.

Calendar Scheduler

• Findoc Events: Keep track of Findoc Group events and news.
• Economic Calendar: Stay updated with important market events and news.
• Personal Scheduler: Add events directly to your mobile calendar.

Derivatives Positions

• Client Derivatives: Monitor your clients' derivatives positions with filters for branch, sub-branch, and RO.
• Market Coverage: Track NSE F&O, NSE Currency, MCX, and NCDEX derivatives.

Broadcast

• Messaging: Send template-based or custom messages to your clients effortlessly.

Products Info

• Investment Products: Explore detailed information about mutual funds, gold bonds, IPOs, insurance, fixed income, loans, and PMS.

Upcoming Features:

• Mutual Funds Transactions: Manage SIP and lump sum transactions.
• Portfolio Management: Oversee and share client portfolios.
• NAV Details: View and share NAV charts and details.

Download FinDost today and start managing your clients more efficiently and effectively. Your path to financial success begins here!