SBI MF Partner vs KFinKart-Distributors Uso e estatísticas
The whole new SBIMF Partner App is designed to provide the Mutual Fund Distributors with an effortless solution to manage various Mutual Fund accounts of their clients. It is a comprehensive Mutual Fund Distribution app that enables Mutual Fund Distributors (MFDs) to stay connected with their clients seamlessly. With the new SBIMF Partner App, MFDs can not only invest in Mutual Funds for their clients in the most effective manner without any paperwork but also manage their Transactions, Business, Meetings and Teams in a much better way.
The key features of the app include –
1. Online Empanelment – Simply enter your details that are registered with AMFI and get empaneled with us within seconds
2. Easy Registration on the app - An easy registration process that allows MFDs to quickly register with their ARN code, email address and PAN
3. Smart Dashboard - You get Quick Action Widgets for better discoverability and Actionable Insights at your fingertips
4. Bulk Transaction - You can now initiate transactions for multiple investors in a single go
5. Edit SIP – Now, no need to cancel and re-register the existing SIP separately. Use our Edit SIP functionality to make any modifications in the running SIPs
6. Smart Checkout - The Payment Mode gets auto-selected basis your past transactions for faster checkouts
7. Transaction History - You can also check the status of all your transactions in one place and to top it off, access and share the initiated links with your investors anytime!
8. Planner - This lets you add your meetings and tasks on the go and set reminders for the same
9. Non-Financial Transactions - Say goodbye to Paperwork as you can initiate most of the NFTs as easily as the Financial ones
10. IPV KYC - Our easy IPV KYC process lets you get an edge in onboarding new clients and staying ahead by uploading documents properly and avoiding rejection
11. Business Insights - View all your Business data in single view
12. Manage Teams - Now you can assign your investors to a particular team member. Make them part of a group for better serviceability
And many more…
To summarize, the new SBIMF Partner App is a must-have tool for Mutual Fund Distributors as it provides a seamless and efficient way to manage Mutual Fund accounts of their clients.
Download the SBIMF Partner App today to enjoy its many benefits.
Happy Selling!
SBI Mutual Fund
- Apple App Store
- Gratuitos
- Finanças
Ranking da Loja
- -
Now, become a smart financial advisor with KFinTech’s KFinKart. Access the universe of KFinTech serviced mutual funds on your smart phone. No more running around with documents or getting stuck with lengthy processes while initiating mutual fund transactions for your customers. As a distributor and a financial advisor, KFinKart enables you to instantly fill customer details, bunch all the documents and invest with the ease and speed of a touch. This means, you can now initiate transactions, generate reports and seek statements on behalf of your customer right from where you are.
Get more productive and effective in delivering quick and delightful services to your customers. KFinKart’s full service menu, intelligent features and intuitive navigation empowers you to achieve faster and earn more. You can also track each customer’s portfolio and send reminders on new fund offers, SIP, repurchase and redemption. And of course, all your earnings are pooled so you can instantly touch and view.
Key Features
Initiate Transactions
- Use customer PAN to auto fill customer details
- instantly bunch all documents and invest on behalf of customer
Quick start
- One-time Pin/Pattern login
- Single customer portfolio view
Touch and transact
- New Fund Offers
- New Purchase
- Repurchase
- Switch
- Redemption
Smart and productive
- Customer-wise AUM Report
- Investor Master Information
- Transaction wise investor Master
- View last five transactions
Instant statements and reports
- Consolidated Account Statement
- Transaction Report
- Net AUM Report
- Brokerage Report
- NAV Report
- SIP/STP Report
My Earnings Dashboard
- Track brokerage and earnings
K-Buddy
- Instant support
- Seek information
- Raise and resolve queries
List of Mutual funds
- Axis Mutual Fund
- Baroda Pioneer Mutual Fund
- BOI AXA Mutual Fund
- Canara Robeco Mutual Fund
- DHFL Pramerica Mutual Fund
- Edelweiss Mutual Fund
- Essel Mutual Fund
- IDBI Mutual Fund
- Indiabulls Mutual Fund
- Invesco Mutual Fund
- JM Financial Mutual Fund
- LIC Mutual Fund
- Mirae Asset Mutual Fund
- Motilal Oswal Mutual Fund
- Principal Mutual Fund
- Quant Mutual Fund
- Quantum Mutual Fund
- Reliance Mutual Fund
- Sahara Mutual Fund (For redemptions)
- Taurus Mutual Fund
- UTI Mutual Fund
Permissions:
In addition to basic permissions, the KFinKart-Distributor app needs access to other functions on your device for it to support the above features -
• External Storage: To download the statement to device memory
• Call log: To auto-dial the contact centre number. We do not read the existing call log
• Phone: This permission is required to uniquely identify the device
• SMS: To auto-verify OTPs. We do not read existing messages
- Apple App Store
- Gratuitos
- Finanças
Ranking da Loja
- -
SBI MF Partner VS. 
KFinKart-Distributors14ezembro d, 2024