TATA MF Pragati vs Kotak Mutual Fund: SIP, ELSS Usage & Stats

"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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Investing in Mutual Funds Made Easy with Kotak Mutual Fund App! Experience a seamless way to grow your wealth with the Kotak Mutual Fund app. Whether you're a beginner or an experienced investor, we offer a range of investment options to suit your financial goals. There's more to what our app offers! Have you downloaded it yet? Here's why you should: Discover why investors trust Kotak Mutual Fund for seamless mutual fund management. Key Features of the Kotak Mutual Fund App: 1. Flexible Investment Plans: Invest in Direct or Regular Plans via Lumpsum or SIP (Systematic Investment Plan). Start hassle-free SIPs with UPI AutoPay Mandates. 2. Multiple Payment Options: Invest using UPI, Internet Banking, One-Time Mandate, NEFT, or RTGS. 3. Diverse Mutual Fund Solutions: Equity Funds: For long-term growth potential. Debt Funds: For stable returns with lower risk. Hybrid Funds: A balance of equity and debt investments. ETFs (Exchange-Traded Funds): Flexibility of stock trading with mutual fund benefits. Index Funds: Invest in market indices for diversified exposure. 4. Hassle-Free Investments: Start an SIP or invest in mutual funds seamlessly, without the paperwork. Our app simplifies the entire process, allowing you to invest whenever and wherever you want. 5. Tax Saving with ELSS: Save more on your taxes by investing in our ELSS fund, which offer benefits under Section 80C (old tax regime). The app guides you through making tax-saving investments easy and efficient. 6. SIP Calculator for Goal Planning: Use our SIP calculator to plan your financial future. See how small, regular investments can help you reach your financial goals over time. 7. Stay Updated with Market Insights: Get the latest market updates and expert analyses through our blogs, so you're always equipped to make informed investment decisions. 8. Never Miss an Update: Our app provides reminders for important webinars with fund managers and other key events, ensuring you're always in the loop. 9. Comprehensive Portfolio Management: Manage your portfolio, track your investments, and explore detailed fund information all in one place, with features tailored according to your financial needs. 10. Quick Access to Services: Need to update your details or resolve a query? The app's service section makes it easy to get help quickly so you can focus on what matters most—your investments. What's New in This Update? Lumpsum Investments via UPI: You can make lumpsum investments even easier with UPI payments. Optimized Design and Performance: Enjoy a smoother, more intuitive app experience with our latest design enhancements. Bug Fixes: We've fixed minor issues to ensure a more reliable and efficient experience, giving you peace of mind as you invest. Get Started Today Whether you're a new investor or already part of the Kotak Mutual Fund family, our app supports your financial journey. Download it now and take the next step toward achieving your financial goals with mutual funds, SIPs, and ELSS.
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TATA MF Pragati vs. Kotak Mutual Fund: SIP, ELSS ranking comparison

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TATA MF Pragati VS.
Kotak Mutual Fund: SIP, ELSS

December 14, 2024