Build your business online
Hassle free customer process
- Client onboarding and KYC within platform
- Transaction execution (purchase, SIP, redemption)
- Portfolio tracking for clients
Deep-dive into Mutual Funds
- Build client portfolios with our Industry-first AI tool
- Compare Mutual Funds with breakdowns
- Multi-level analysis of client portfolios on your fingertips
Track all your business in one place
- Track your earnings
- Onboard all old clients seamlessly
- Tools to help connect better with customers