Jain Privy Advisor Desk empowers their Advisor or Channel Partners 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 Jain Privy Advisor Desk. If you don’t have the same, then you can contact Jain Privy Backoffice team directly for enrolment process or register from the app and as per users entered details ,Backoffice team complete all legal formalities and provide you the login credentials for the app.
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 Jain Privy Advisor Desk. If you don’t have the same, then you can contact Jain Privy Backoffice team directly for enrolment process or register from the app and as per users entered details ,Backoffice team complete all legal formalities and provide you the login credentials for the app.
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