Vete Advisor Desk empowers their Advisor to manage their client mutual fund investments anytime, anywhere.
After successful login, the Welcome screen displays the ‘Dashboard’ where he can view summary of his MIS, client current valuation, returns earned etc.
There are various other sections where he can view client complete investment performance and also raise the transaction for their clients, He can view their business MIS like Month Wise SIP summary, his KRA ,month wise AUM summary etc .
Note: To access this application you must use your registered Login Id and Password for Vete Associates Advisor Desk. If you don’t have the same, then please contact Vete Associates Backoffice team.
After successful login, the Welcome screen displays the ‘Dashboard’ where he can view summary of his MIS, client current valuation, returns earned etc.
There are various other sections where he can view client complete investment performance and also raise the transaction for their clients, He can view their business MIS like Month Wise SIP summary, his KRA ,month wise AUM summary etc .
Note: To access this application you must use your registered Login Id and Password for Vete Associates Advisor Desk. If you don’t have the same, then please contact Vete Associates Backoffice team.
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