We understand the challenges our partners go through while doing business – the stress of running around submitting forms before cut-off time, managing paperwork of investors and also focusing on business
IDFC Saathi
What is it about?
We understand the challenges our partners go through while doing business – the stress of running around submitting forms before cut-off time, managing paperwork of investors and also focusing on business. To make the lives of our partners simpler, we have built a mobile app just for you. Presenting IDFC Saathi – Your companion in managing your mutual fund business at your fingertips.
App Screenshots
App Store Description
We understand the challenges our partners go through while doing business – the stress of running around submitting forms before cut-off time, managing paperwork of investors and also focusing on business. To make the lives of our partners simpler, we have built a mobile app just for you. Presenting IDFC Saathi – Your companion in managing your mutual fund business at your fingertips.
Key Features-
· Fast and secure sign up using ARN/RIA code and MPIN
· Add and manage all your IDFC Mutual Fund investors from one place
· Recommend IDFC investment plans to your investors
· Quick and easy access to documents from the app
· Add investors in a few simple steps
· Mark favorites for quick access
· Get notified about transactions and other updates
· View and track investor portfolios
· Track all your important data from the dashboard
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