Fundexpert 與 SBI MF Partner 使用情況與統計
COMPLETELY PAPERLESS
Get ready to invest in 5 minutes, no exchange of papers or paperwork required.
INVEST IN THE BEST
We always suggest funds which are rated best based on historical performance, volatility and have an optimistic future prospect.
FLEXIBLE BASKET
Even when we suggest you a basket, you have complete power to remove a fund or change the amount you want to invest in a specific mutual fund.
CALCULATED RISKS
On FundExpert, we select the right asset allocation for you and then suggest you funds to buy so that you never take more risk than you should.
TYPE OF STRATEGIES
Get Buy, Redeem, Switch, STP plans on your investment and execute that in one click. Even if you have not bought from us you can redeem external holdings.
SHOP YOUR MUTUAL FUND
Select wish list of funds of your choice in cart, so you can pay for them later. Be it one time or SIP.
PORTFOLIO HEALTH CHECKUP
Know the performance of your portfolio & get the quality and health checkup of your portfolio done.
EXPERT SUPERVISION
Our algorithms keep looking over the market for potential downfall and send you an alert whenever any action is required.
HIGHEST TAX-FREE RETURNS
ELSS funds have shown highest historical returns compared to other Tax-Saving Investment options.
TAX-FREE CAPITAL GAINS
The principal amount, as well as all capital gains are completely tax-free.
LOWEST LOCK-IN
Just a 3 year lock in period, which is the shortest among all other Tax-Saving Investment options.
INVESTMENT PROOF
Choose One-Time or Monthly SIP option and download Investment Proof for hassle free IT Returns.
GOAL BASED INVESTMENT
Now assign goals to multiple Mutual Fund Holdings and keep track of there completion.
NEW FUND OFFERS
Invest early in New Mutual Fund Schemes, again completely paperless.
STOCK PORTFOLIO UPLOAD
Now upload NSDL/CSDL file and get your stocks portfolio live on a click. Get short term, medium term and long term projections.
CALCULATORS
Check how much you need to invest monthly for a particular target or check how much you will get in returns if you invest monthly for desired years.
FAMILY ACCOUNTS
Now manage portfolio of your family members under single profile, add as many as you want and keep track of there investments.
MAKE AUTO PAYMENTS
Get your bank mandate done in single click And start SIP, so that you don't have to remember dates of SIP.
INVITE SHARE & EARN
Invite and Share your app in a jiffy.
RESOURCES
Learn about different types of mutual fund schemes and how they contrast in returns from different asset classes.
ALWAYS THERE FOR SUPPORT
If you have any queries, you can connect with us on support@fundexpertfintech.com and our team will be happy to help you.
Member name: Kotak Securities Limited
SEBI Registration Code: INZ000200137
Member Code: NSE: 08081 | BSE: 0673 | MCX :56285 | NCDEX :1261
Registered Exchange/s name: NSE, BSE, MCX, NCDEX
Exchange approved segment/s: Cash, Futures and options, Currency, Commodity
- Apple App Store
- 免費版
- 金融
商店排名
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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
- 免費版
- 金融
商店排名
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Fundexpert VS. 
SBI MF Partner12月 12, 2024