TATA MF Pragati: A Comprehensive Business Portal for Financial Advisors
TATA MF Pragati is a free Android application developed by Tata Asset Management Ltd. It is designed to be a one-stop portal for all the business requirements of financial advisors. With secure login credentials, financial advisors can access various functionalities like facilitating transactions on behalf of their clients, viewing detailed business reports, and much more.
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The portal offers customizable views of holistic and scheme-wise business reports related to SIP business, AUM with the company, gross sales, net sales, market share, and brokerage reports, among others. Besides, Pragati also offers features like News Flash, loyalty qualifiers' names and points, calculators, scheme literature, and newsletters, making it a comprehensive business portal.
Financial advisors can view their dashboard, month-end AUM and initiate transactions directly for any folio. They can also create new folios for KYC compliant investors and track their transactions. The portal's user-friendly interface and secure login credentials make it an ideal platform for financial advisors to grow their business and provide better customer service.