UTI Buddy

UTI Mutual Fund

Mayelana nalolu hlelo lokusebenza

Lapho abantu benabangane nabaqondisi, i-Mutual Fund Distributors (MFD)/Ozakwethu bane-UTI Buddy ukuze ibasize bakhulise ibhizinisi labo ngempumelelo futhi banikeze “Ukuhlelwa Kwezimali” kalula kumakhasimende abo ngedijithali ngokuphelele. Inhloso eyinhloko yalolu hlelo lokusebenza lweselula ukunika amandla kanye nokunika amandla i-MFD/ozakwethu ukuthi benze lokho abakwenza kangcono kakhulu - ukuhlela izimali, ngokuhlinzeka ngohlelo oluphelele lwemisebenzi yezezimali, kanye nokulandelela isimo, ukuthengiselana okungezona ezemali, amathuluzi, abahleli, imininingwane yebhizinisi, nokuningi.



Ungakwazi - Ncoma uhlelo kumtshali-zimali, Bhalisa igunya le-SIP / Step-Up SIP, Qalisa noma yikuphi ukuthengiselana ngezikimu esitshalwe kuzo, Buka izakhiwo zekhomishini nesitatimende sakho, Landela umkhondo wezincomo, Buka iphothifoliyo yekhasimende, uthole uhlolojikelele lwakho konke ukuthengiselana okuhlelekile , futhi uhlale unolwazi lomkhiqizo nolwazi lwemakethe.





Izici Eziyinhloko ze-New Buddy App yilezi:



1. Ukugibela kanye nokuphathwa kwabatshalizimali:

I-KYC Yedijithali: Nika amandla ama-MFD ukuze agibele abatshalizimali abasha ngenqubo ye-KYC yedijithali, ukwehlisa umsebenzi wamaphepha nokwenza inqubo yokugibela isebenze kahle kakhulu.
Ukuphathwa Kwephothifoliyo: Nikeza amathuluzi ama-MFD okuphatha iphothifoliyo yokutshalwa kwezimali kwamakhasimende awo, okuhlanganisa ukulandelela ngesikhathi sangempela kokwabiwa kwempahla, ukuthengiselana okuhlelekile, nokusebenza.


2. Ukuphathwa kokwenziwe:

Amandla Okwenza Izinto Eziningi: Lokhu kuvumela ama-MFD ukuthi enze okwenziwayo ezinhlelweni eziningi ngesikhathi esisodwa, ngaleyo ndlela konge isikhathi.
Isiqinisekiso Sokwenziwa Kwezinyathelo Ezimbili: Ukuqinisekiswa kwezinto ezimbili kanye nenqubo yokuqinisekisa iqinisekisa ukuthengiselana okunembile nokuvikelekile
3. Ukubonakala Kokwenziwe Nokulandelela:

•Umugqa Wesikhathi Wesimo Sokwenziwe: Bonisa umugqa wesikhathi ocacile wokuqaliswa kokwenziwe, ukucubungula, nokuqedwa ukuze ugcine kokubili ama-MFD nabatshalizimali baziswa mayelana nesimo semisebenzi yabo.



4. Izixazululo Ezintsha Zama-MFD:

Izibali: Nikeza ngezibalo zezimali ukuze usize ama-MFD nabatshalizimali balinganisele imbuyiselo, amaphrofayela engcuphe, nemigomo yokutshala izimali.
Amaphekhi Ohlelo Olunqunyelwe Ngaphambili: Nikeza izinqwaba zokutshalwa kwezimali esezenziwe ngomumo ezidizayinelwe amaphrofayli nemigomo ethile engcuphe.
Ukukhetha kwe-MFD nezintandokazi ukusiza ngezincomo ezisheshayo


5. Ideshibhodi Yokusabalalisa Okusebenzisanayo Nezibalo:

Ukunikeza amandla ukukhula kwebhizinisi ngemininingwane yesikhathi sangempela ekukhuleni nasekugcineni ibhizinisi kumakhasimende abo


5. Ukuphepha Nokuhambisana:

Ukuqinisekisa Okuvikelekile: Izindlela zokuqinisekisa ezinezendlalelo eziningi eziqinile njengokuqinisekiswa kwe-biometric, amaphinikhodi, nama-OTP okungena ngemvume nokwenza.
Ukubethelwa Kwedatha: Qinisekisa ukuthi yonke idatha ebucayi, okuhlanganisa ulwazi lomuntu siqu kanye nezezimali, ibethelwe ukuze kugcinwe izinga eliphezulu lokuphepha.


6. Umuzwa Womsebenzisi:

I-Intuitive Interface: Dizayina isixhumi esibonakalayo esinembile nesisebenziseka kalula esidinga ukuqeqeshwa okuncane ukuze ama-MFD aqale ukusebenzisa uhlelo lokusebenza ngempumelelo.
Izaziso: Nikeza izaziso zohlelo lwesikhathi sangempela zezibuyekezo zezincomo zokwenziwe, izexwayiso zemakethe, nolunye ulwazi olufanele
7. Business Suite:

Gcwalisa ideshibhodi enemininingwane kanye nokubukwa kwabatshalizimali
Faka abatshalizimali abasha bese udala i-folio entsha yakho noma encane
Ncoma i-Lumspsum kusikimu esisodwa noma ngaphezulu, i-Lumpsum ne-SIP kuhlelo olufanayo
Ncoma i-SIP, Step Up SIP, Misa isikhashana/Qalisa kabusha i-SIP, Guqula i-SIP, Khansela i-SIP, Vuselela i-SIP
Ncoma I-STRIP, I-Flex STRIP, Misa Isikhashana/Qalisa kabusha I-STRIP, Shintsha I-STRIP, Khansela I-STRIP
Ncoma i-SWP, Guqula i-SWP, Khansela i-SWP
Ncoma i-KYC, isibuyekezo se-FATCA, isibuyekezo soqokiwe, i-imeyili/isibuyekezo senombolo yeselula
Khiqiza izicelo zesevisi ye-imeyili yezitatimende ze-akhawunti, izifinyezo ezisekelwe ku-PAN, izifinyezo ze-Dividend, kanye nezitatimende ze-Capital Gain
Buka futhi ulande isakhiwo sekhomishini, izitatimende zekhomishana
Hlela futhi uncome ukudalwa kwemigomo kanye nokutshalwa kwezimali
Hlola i-NAV, ukunyakaza kwe-Market Index, imibhalo yomkhiqizo, i-Market Insights, neminye imibiko
Funda izindatshana namabhulogi avela ku-UTI futhi wabelane
Shiya impendulo noma uphakamise umbuzo, xhumana nokunakekelwa kwamakhasimende nge-tollfree noma i-WhatsApp

Yini entsha

Regulatory Changes
Minor Bug Fixes & Feature Enhancements