SIP Book - Client SIP Manager

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Mayelana nalolu hlelo lokusebenza

I-SIP Book iwuhlelo lokusebenza lokuqala olungaxhunyiwe ku-inthanethi oludizayinelwe ngokuqondile abakwa-Mutual Fund Distributors (MFDs) ukuze baphathe kahle imisebenzi yabo yansuku zonke ye-SIP, balandelele izinkokhelo zamaklayenti, futhi balinganise imali engenayo.

Yakhelwe ama-MFD aseNdiya asebenza emadolobheni aSigaba 2/3/4, i-SIP Book isebenza ngokungaxhunyiwe ku-inthanethi ngokuphelele - ayikho i-inthanethi edingekayo ekusebenzeni kwakho kwansuku zonke!

IZICI EZIYINHLOKO:

Ukuphathwa kwe-SIP
- Engeza futhi uphathe ama-SIP angenamkhawulo anamalebula angokwezifiso
- Setha amanani e-SIP nezinsuku ezinqunyelwe (1st kuya ku-31st)
- Landelela isimo se-SIP: Iyasebenza, Imisiwe, Imisiwe, Ikhanseliwe
- Ukwesekwa kwe-SIP okukhuphuka ngezibalo ezizenzakalelayo
- Iphesenti lomkhondo wangokwezifiso nge-SIP ngayinye

Ukuphathwa Kweklayenti
- Amaphrofayili amaklayenti aphelele anemininingwane yokuxhumana
- Gcina i-PAN, i-imeyili, ikheli, namanothi angokwezifiso
- Faka amaklayenti ngokwezigaba (VIP, Okuvamile, Okusha)
- Buka iphothifoliyo ehlakaniphe ngeklayenti shazi
- Ukusesha okusheshayo nokuhlunga ngegama noma ngocingo

Ukulandelela Inkokhelo
- Maka izinkokhelo njengezikhokhiwe, Ngokwengxenye, noma Ziphuthelwe
- Qopha amanani angempela atholiwe
- Namathisela ubufakazi bokukhokha (izithombe/amadokhumenti)
- Buka umlando wokukhokha ophelele nge-SIP ngayinye
- Ukulandelela isibopho sanyanga zonke ngezinkomba ezibonakalayo

Isilinganiso Semali Engenayo
- Bala imali engenayo yekhomishana yomzila wanyanga zonke
- Lungiselela i-trail yomhlaba wonke % (okuzenzakalelayo 0.8%)
- Buka izilinganiso zemali engenayo yekota kanye nonyaka
- Thola amaklayenti aphezulu ayi-10 anikelayo
- Landelela izinga lempumelelo yeqoqo nokusebenza kahle

Ukulandela Ukuthepha Okukodwa
- I-WhatsApp enezifanekiso zesi-Hindi/IsiNgisi ezifakwe ngaphambili
- Ucingo oluqondile oluya kumakhasimende
- Ukuhlanganiswa kwe-SMS kwezikhumbuzi ezisheshayo
- Isikhethi soxhumana naye encwadini yamakheli ocingo

Izibalo kanye nemininingwane
- Ideshibhodi ye-SIP Book yanyanga zonke
- Amashadi ethrendi eqoqo lezinyanga eziyisi-6
- Izibalo zokusebenza kweklayenti
- Izinga lokuphumelela lokukhokha
- Izinga lokukhula kokulandela

Ukuphepha Kwedatha
- Yonke idatha egcinwe endaweni kudivayisi yakho
- Isitoreji sokuqinisekisa esibethelwe
- Ayikho idatha eyabiwe ngaphandle kwemvume
- Qedela ukwenza isipele nokubuyisela ukusebenza
- Thekelisa ku-CSV ukuze ugcine amarekhodi

Ukusekelwa Kwezilimi Eziningi
- IsiNgisi
- IsiHindi
- I-Hinglish (exubile)

KUNGANI SIP INCWADI?

- Okungaxhunyiwe ku-inthanethi Okokuqala: Isebenza ngaphandle kwe-inthanethi - ilungele izindawo ezinokuxhumana okungekuhle
- Fast & Lightweight: Akukho ukubambezeleka kweseva, imisebenzi esheshayo
- Ubumfihlo Bugxilile: Idatha yeklayenti lakho ihlala kudivayisi yakho
- Idizayinelwe ama-MFD: Yakhelwe ngokuqondile abasabalalisi besikhwama sokubambisana baseNdiya
- Umkhuba Wansuku zonke: Usiza ukwakha imikhuba yokulandela amaklayenti engaguquki

Ilungele:
- AMFI Registered Mutual Fund Distributors
- Abeluleki Bezezimali Abazimele (IFAs)
- Izinkampani Zomshwalense Nezokutshalwa Kwezimali
- Ochwepheshe Bokuphathwa Kwengcebo

Landa i-SIP Book namuhla futhi ulawule ibhizinisi lakho le-SIP!

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