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Jain Privy Client Desk help clients to track their family mutual funds and PMS investment details

Jain Privy Client Desk

by Jain Privy Client Private Limited
iPhone iPad
FREE in the App Store

What is it about?

Jain Privy Client Desk help clients to track their family mutual funds and PMS investment details.

App Details

Version
1.1
Rating
NA
Size
66Mb
Genre
Finance
Last updated
May 19, 2022
Release date
February 15, 2022
More info

App Screenshots

App Store Description

Jain Privy Client Desk help clients to track their family mutual funds and PMS investment details.

After successful login, the Welcome screen displays the ‘Dashboard’ where client can view the Consolidated investment report of their family. Upon Clicking on members name, client can track the individual investment performance of the member.

App has other report options from where client can track their year wise investment details, SIP/STP/SWP detail etc.

Note: To access this application you must use your registered Login Id and Password of Jain Privy Client Desk. If one does not have the same, then one can contact their respective advisor or Backoffice Team.

Get it for FREE in the App Store
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