Jain Privy Client Desk help clients to track their family mutual funds and PMS investment details.
After successful login, the Welcome screen displays the ‘Dashboard’ where client can view the Consolidated investment report of their family. Upon Clicking on members name, client can track the individual investment performance of the member.
App has other report options from where client can track their year wise investment details, SIP/STP/SWP detail etc.
Note: To access this application you must use your registered Login Id and Password of Jain Privy Client Desk. If one does not have the same, then one can contact their respective advisor or Backoffice Team.
After successful login, the Welcome screen displays the ‘Dashboard’ where client can view the Consolidated investment report of their family. Upon Clicking on members name, client can track the individual investment performance of the member.
App has other report options from where client can track their year wise investment details, SIP/STP/SWP detail etc.
Note: To access this application you must use your registered Login Id and Password of Jain Privy Client Desk. If one does not have the same, then one can contact their respective advisor or Backoffice Team.
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