SHREE INVESTMENT

Money2Management

À propos de l'application

The SMARTEST, FASTEST, and SIMPLEST updated SHREE INVESTMENT are here.

A one-stop solution for IFAs to cater to all their business needs. SHREE INVESTMENT is a uniquely created app for IFAs to improve their client engagement and grow their business - Digitally. This app allows IFAs to track their business on the go, view their client’s investment portfolio, initiate online mutual fund transactions, and much more.

Key features of SHREE INVESTMENT app:

1. Asset-wise business dashboard
2. Online MF transaction (BSE integrated)
3. Client-wise portfolio view
4. Segment report
5. Track client-wise transaction
6. Financial Calculators
7. Self-branded images
8. Net Investment
9. Multi-ARN facility
10. Live SIP Report
11. TXN Auto Upload Dashboard

Disclaimer:

Meant for IFAs who are registered with SHREE INVESTMENT. Although due care has been taken, we do not guarantee the accuracy, completeness, and authenticity of the information. This is only a utility and shall not be construed as any investment advice. We are not responsible for any discrepancies in any case whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy, or completeness of the information. SHREE INVESTMENT cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken on, any information appearing in this mobile app & its website.