"Pragati"- a one stop portal for all the business requirements of our financial advisor with us. It is an enabler for us to grow together for years to come.
Pragati offers various functionalities to financial advisor through a secure login; such as facilitating transactions on behalf of their clients, viewing detailed business reports (customizable views - holistic and scheme-wise - relating to SIP business, AUM with us, Gross Sales, Net Sales, Market Share, Brokerage Reports, Membership status under Loyalty Program etc.). Additionally, other features such as News Flash, display of Loyalty Qualifiers’ names and loyalty points, calculators, scheme literature, Newsletters, will be made available on the Pragati Portal.
With Pragati you can:
View your Dashboard
AUM – Month End AUM (Scheme Wise/Asset Class Wise)
AUM can be spooled for the selected Month
Investors – List of Folios for the logged in ARN Number.
List of Folios for the logged in ARN number will be available.
You can initiate transaction directly for any folio.
Double Click the Folio to see Folios and the Portfolio details.
Brokerage Pay-out – Brokerage Pay-out Data (Monthly)
Brokerage Pay-out Data Can be spooled for the selected Month.
Initiate Transactions on behalf of your investors
New Folio Creation for KYC Compliant Investor.
Transaction -Purchase/Redeem/Switch/SIP/STP/SWP
Track the transactions
Pragati offers various functionalities to financial advisor through a secure login; such as facilitating transactions on behalf of their clients, viewing detailed business reports (customizable views - holistic and scheme-wise - relating to SIP business, AUM with us, Gross Sales, Net Sales, Market Share, Brokerage Reports, Membership status under Loyalty Program etc.). Additionally, other features such as News Flash, display of Loyalty Qualifiers’ names and loyalty points, calculators, scheme literature, Newsletters, will be made available on the Pragati Portal.
With Pragati you can:
View your Dashboard
AUM – Month End AUM (Scheme Wise/Asset Class Wise)
AUM can be spooled for the selected Month
Investors – List of Folios for the logged in ARN Number.
List of Folios for the logged in ARN number will be available.
You can initiate transaction directly for any folio.
Double Click the Folio to see Folios and the Portfolio details.
Brokerage Pay-out – Brokerage Pay-out Data (Monthly)
Brokerage Pay-out Data Can be spooled for the selected Month.
Initiate Transactions on behalf of your investors
New Folio Creation for KYC Compliant Investor.
Transaction -Purchase/Redeem/Switch/SIP/STP/SWP
Track the transactions
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