Video KYC
Instant full video KYC by invitation link for clients present in any part of the world.

Place MF transactions
Advisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor.

Reports on Whatsapp
Advisor gets the capability of sending various reports like valuation, capital gain, transactions & FY wise transaction on whatsapp in a few clicks.

Goal GPS
Track goal achievements of the client with required return and current return via Mutual Fund Software for IFA comparison mapped and additional required investments.

Portfolio Analysis
Analyze asset allocation, top equity & debt holding, sector exposure, XIRR returns, Profitability of portfolio on go, send portfolio report to clients on Whatsapp.

Research
Searching for best SIP or top ELSS funds was never so easy, get various NAV Based calculators and income tax estimator only on Advisor X.