MutualFinsure has now allowed users to track and manage their financial stuff. Get AUM and other related numbers on the dashboard with a recent purchase, redemption, rejected transactions, new SIPs also help you to regain your lost AUM. Advisor gets the capability of sending various reports like Valuation, Capital Gain, Transactions & FY wise transaction on WhatsApp, Gmail, and SMS in a few clicks!.An advisor can place purchase, redemption & SIP orders via BSE/NSE integration. Scheme analysis is one of the powerful tool to suggest clients the schemes according to their profile. data upload and mail-back service can be done by the advisor itself.
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