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Mutual Fund Distributor App WB

WealthBucket is a platform that allows our Mutual Fund Agents to manage their client’s accounts

WealthBucket is a platform that allows our Mutual Fund Agents to manage their client’s accounts

Mutual Fund Distributor App WB

by Legal Raasta Technologies Private Limited
Mutual Fund Distributor App WB
Mutual Fund Distributor App WB
Mutual Fund Distributor App WB

What is it about?

WealthBucket is a platform that allows our Mutual Fund Agents to manage their client’s accounts. Mutual Fund Partner app lets you connect without any hassle. WealthBucket MF Partner App will help IFA’s to invest in mutual funds for their clients in the most effective manner. Now, you don’t need to run around with documents or getting stuck with lengthy tiring processes for initiating mutual fund transactions for your clients.

Mutual Fund Distributor App WB

App Details

Version
1.0.8
Rating
NA
Size
10Mb
Genre
Finance
Last updated
June 23, 2021
Release date
June 22, 2021
More info

App Screenshots

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App Store Description

WealthBucket is a platform that allows our Mutual Fund Agents to manage their client’s accounts. Mutual Fund Partner app lets you connect without any hassle. WealthBucket MF Partner App will help IFA’s to invest in mutual funds for their clients in the most effective manner. Now, you don’t need to run around with documents or getting stuck with lengthy tiring processes for initiating mutual fund transactions for your clients.

This app lets you fill in customer details, upload all the required documents and invest with ease and using only a single button. You can initiate transactions, generate reports and seek statements on behalf of your customer, all just sitting at your home. Download this mutual fund distributor app today!

Financial goals
• Building Long-Term Wealth: Suitable for meeting long-term goals with more than 3 years horizon
• Saving Tax: Suitable for saving taxes under Section 80C. Provides the lowest lock-in among other tax-saving options
• Meeting Short-term Goals: Suitable for superior tax-adjusted returns for surplus funds over one year
• Planning for Retirement: Suitable for building wealth for post-retirement life
• Saving for Children: Suitable for accumulating funds for children education/marriage
• Regularity in Income: Suitable for superior tax-adjusted returns for regular income over more than 3 years horizon
• Safe and Reliable: Use the latest safety standards to retain your data secure and encrypted.

What sets us apart?
Ease in opening your account:
Our app will let you open the account and quickly start investing. There is no need to open a De-mat account to start investing in mutual funds.

Free account opening:
You don’t need to pay us to open your account.

Packages and performance.
We’ve created readymade packages suggested by experts for you and you can view the historical performance of any mutual fund in the form of charts.

Live tracking of the portfolio
You can easily track your investments from mutual fund apps like Investica, ETMoney, WealthTrust, Fundsindia, Scripbox, Paytm Money, Zerodha Coin, Angel Bee, Fund Easy, Asset Plus, Groww, Piggy Mycams, and MF Utility.

Lowest SIP
You can start investing with as low as Rs.100.

Transactions options:
• Systematic Investment Plan (SIP): Regular monthly investments in mutual funds
• One-time lump sum
• Selling / Redemption: You can withdraw money from your mutual fund investments anywhere as per the scheme policy.
• Switch: Shift your investment from one scheme to another of the same mutual fund
• Systematic Withdrawal Plan (SWP): You can withdraw/sell your investments at a fixed interval
• Systematic Transfer Plan (STP): You can shift your investment from one scheme to another at a fixed interval. It works within a mutual fund.
• Instant Redemption: In the case of some liquid fund schemes, you have an option to redeem your investments up to Rs.50,000.

Mutual fund tracking and review
- Dashboard to track all your client’s investments
- Trace your client’s annualized and total returns
- Review details of holdings and mutual fund NAV
- Estimate returns through mutual fund SIP calculator

How to invest in mutual funds on WealthBucket?
- Add your client’s account
- Verify your client’s KYC
- Pick any mutual fund
- Begin SIP or one time- investment (lumpsum)

AMCs supported by our app-
• SBI Mutual Fund
• Reliance Mutual Fund
• ICICI Prudential Mutual Fund
• HDFC Mutual Fund
• Aditya Birla Sun Life Mutual Fund
• Franklin Templeton Mutual Fund
• DSP Blackrock Mutual Fund
• Kotak Mutual Fund
• Mirae Asset Mutual Fund
• Axis Mutual Fund
• Motilal Oswal Mutual Fund
• L&T Mutual Fund
• IDFC Mutual Fund
• Parag Parikh Mutual Fund
• UTI Mutual Fund
• Sundaram Mutual Fund
• Tata Mutual Fund
and more

Connect to our Experts
You can call us anytime at +91 8750005655 or mail us at [email protected] and get in touch with our experts in case you have any queries for your investments.

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to [email protected] and your information will be removed.