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TATA MF Pragati 4+
Tata Asset Management Limited
Designed for iPhone
-
- Free
iPhone Screenshots
Description
"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
What’s New
Version 1.2
The domain for the web view url has changed. All the rest is same.
App Privacy
The developer, Tata Asset Management 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 Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Tata Asset Management Limited.
- Size
- 10.8 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.0 or later.
- iPod touch
- Requires iOS 13.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Tata Mutual Fund
- Price
- Free