AnandRathi MutualFunds–RM

Register, Transact, Track & Manage your Mutual Fund Investment – Anytime, Anywhere! 
 
This app enables AnandRathi MF Advisors to register, track & manage client’s mutual fund portfolio. The Advisor can also execute mutual fund transactions for their clients.
 
SEAMLESS ONBOARDING: On-board seamlessly within 90 Seconds & start your Mutual Fund Journey.
SINGLE POINT ACCESS: View all your clients in one app. Invest in a variety of Mutual Fund schemes with quick and easy online transactions procedure. 
 
TRANSACT: Place Lumpsum / SIP / Switch / Redeem / STP / SWP in New & Existing Folios. 
 
ENHANCED DASHBOARD: Dynamic Performance Dashboard for RM to track various business & acquisition metrics.
 
PAYMENT: Various payment options available and also transact in multiple MF schemes through a single fund transfer directly from your registered bank account. 
 
TRACK & MONITOR: Access real-time tracking of Order Status & Mutual Fund Portfolio for Individuals & Family Accounts. 
 
REPORTING: Quick access to your Mutual Fund Portfolio Reports 
 
KYC / HOLDING MODE: Online KYC registration option provided. No separate KYC is required for Clients who are already KYC Compliant, Units are in physical mode hence no Demat and Trading account is required. 
NFOs: Transact in on-going NFOs & keep track of upcoming New NFOs.

Do not miss out on the opportunity DOWNLOAD THE APP NOW 
 
For more info Contact RM / Customer Support / Email: [email protected]  / Call 1800 420 1004 / 1800 121 1003 
 
Happy Investing