Boost your fund distribution business
with AI risk analysis, simplifying management for multiple clients
- Personalised link for onboarding clients
(Individual, Minor, NRE, NRO etc) - Risk assessment tools
- Goal based financial planning and calculators
- KYC Verification
- Portfolio reporting
- Mandate Options
- Payment Facilities (debit card, netbanking & UPI)
- Compare mutual funds
- Cart facility for multiple transactions in one go
