PGIM India MF vs TATA MF Pragati Usage & Stats

PGIM India Mutual Fund App Now, access the official mobile application of PGIM India Mutual Fund and keep track of your investments on the go! PGIM India Mutual Fund app comes with a host of features - Get dashboard view of your investments; purchase, redeem, switch and set up your SIP and more. Features: 1. My Portfolio – Track your Investments, returns on your investments, folio details and valuation of your portfolio. 2. Transact Now– A quick and simple way to invest in any scheme of PGIM India Mutual Fund 3. Statements – Get access to your account statement and capital gains. You can get account statements for the last financial year, current financial year and as well as for a specific period. 4. Transaction History - Get access to your entire transaction history with PGIM India Mutual Fund. 5. Calculators –Achieve your financial goals with the help of our customized goal planner. 6. Contact us - Reaching us for any queries is now easier, you can either request a call back or click to call customer service. 7. Smart SIP: Avail our SMARTSIP facility and get free insurance cover up to Rs. 50 Lakhs*. 8. You can save tax under Sec 80 C by investing in our ELSS scheme. 9. NAV and Factsheet: You can check the latest Net Asset value of all schemes and download factsheets. For more details, visit www.pgimindiamf.com or call us on 1-800-266-7446. You may also contact your financial advisor to know more about us. *Terms & Conditions Apply Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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"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
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PGIM India MF VS.
TATA MF Pragati

December 13, 2024