Partner - Green Candle

Green Candle Moneymart Private Limited

About this app

Green Candle Partner App is a business management tool designed exclusively for Green Candle Mutual Fund Distributors (MFDs), Financial Advisors, and Partners to run and manage their distribution business.

Streamline your day-to-day operations, track your business metrics, manage your advisory team, and service your clients efficiently with this B2B platform.

Key Features for Partners:

• Partner Business Dashboard: Get a bird's-eye view of your business metrics, including total Assets Under Management (AUM), active SIP counts, and monthly transaction volumes.
• Commission & Payout Tracking: View and track your brokerage earnings, monthly commission stats, and payout history directly inside the app.
• Client Relationship Management (CRM): Access client profiles, monitor individual holdings, check transaction statuses (Lumpsum, SIP, Redemption), and manage investment carts.
• Team & Sub-Agent Management: Add and manage your team members, allocate clients, and monitor team performance to scale your advisory business.
• Branding & Profile Customization: Setup your business branding, customize client-facing reports, and update your business profile, nominee settings, and partner bank details.
• KYC & Client Onboarding: Help your clients complete their PAN verification, address documentation, and mandate setups (e-mandate/physical) directly through the app.
• Secure Financial Hub: Built with robust industry-standard encryption, biometrics, and secure authentication to ensure your business and client data is always protected.

Simplify your advisory operations and manage your financial distribution business with the Green Candle Partner App.

Disclaimer: Green Candle is a registered Mutual Fund Distributor. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.