Suresh Rathi Connect vs UR Money Mutual Fund Usage & Stats
This application enables Branches,Franchisees registered with Suresh Rathi to connect with Backoffice to track the leisure account in Indian Equity, Derivatives, Commodities and Currency markets.
Key Highlights:-
- Notional Cash Segment
- Notional Derivative Segment
- Financial Statement
- Client Snap Shot
- Ultimate Delivery
- Global Cash Net O/S ( Client Wise / Scrip Wise )
- Global Derivative Net O/S ( Client Wise / Scrip Wise )
- Live Obligation
- Form 10 DB
- Contract Note
- Span Margin Breakup
- Short Term Long Term Capital
- NBFC Funding Report
- Portfolio Returns %
- Cash Trades Details
- Derivative Trades Details
- Client Master
- Future Purchased Blocked ( T+2+7 Further Exposure )
- Region Wise Brokerage Report
- Branch wise Brokerage Report
- Franchise Wise Brokerage Report
- Team Leader wise Brokerage
- RM Client Wise Brokerage Report
- Client Wise Brokerage Report
- Scrip wise Brokerage Report
- Account Opening Details
- Probable Shortage Report for Pay in and Pay out
• Member name: Suresh Rathi Securities Private Limited
• SEBI Registration Number`:INZ000165734
• Member Code: 727(BSE) & 09763(NSE)
• Registered Exchange/s name: BSE & NSE
• Exchange approved segment/s: Cash /FO/Currency ( BSE & NSE both) and SLBM (only in NSE)
- Apple App Store
- Free
- Finance
Store Rank
- -
UR Money Mutual Fund is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets:
- Mutual Funds
- Equity Shares
- Bonds
- Fixed Deposits
- PMS
- Insurance
Key Features:
- Complete Portfolio report download including all assets.
- View historical Performace of your Portfolio easily
- Easy login via your Google email id.
- Transaction statement of any period
- 1 Click Statement of Account Download for any Asset Management Company in India
- Advanced Capital Gain Reports
- Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency
- SIP Report to be informed of your Running and Upcoming SIPs, STPs.
- Insurance list to keep track of premiums to be paid.
- Folio details registered with each AMC.
Calculators and Tools available:
- Retirement Calculator
- SIP Calculator
- SIP Delay Calculator
- SIP Step up Calculator
- Marriage Calculator
- EMI Calculator
- Apple App Store
- Free
- Finance
Store Rank
- -
Suresh Rathi Connect VS. 
UR Money Mutual FundDecember 15, 2024