Digital partner and client onboarding
A streamlined, largely paperless process for registering new partners and onboarding their clients.

AUM, SIP-book and business tracking
Real-time visibility into assets under management, systematic investment plans and overall business performance.

Marketing and client-communication resources
Ready-to-use marketing and communication material that partners can share with their clients.

Partner assistance and servicing
Dedicated support to help partners resolve queries and service requests efficiently.

Mutual fund transaction enablement
Support for initiating and tracking supported mutual fund transactions through the platform.

Research and market information
Access to market updates, scheme information and other inputs that support client conversations.

Training and development support
Ongoing learning resources to help partners build product knowledge and business skills.

Technology integrations with relevant service providers.
Connections with relevant industry service providers to support platform functionality.