1.53K reviews
Content rating
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About this app

Where folks have friends and guides, our Mutual Fund Distributors (MFD)/ Partners have UTI Buddy to help them efficiently grow their business and provide “Financial Planning” easily to their customers completely digitally. The primary objective of this mobile app is to enable and empower our MFD/partners to do what they do best – financial planning, by providing a complete suite of financial transactions, along with tracking of status, non-financial transactions, tools, planners, business insights, and more.

You can - Recommend a scheme to an investor, Register a SIP / Step-Up SIP mandate, Initiate any transaction on schemes invested in, View your commission structures and statement, Track recommendation status, View customer portfolio, get an overview of all systematic transactions, and stay updated with product and market information.

The Main Features of the New Buddy App are:

1. Onboarding and Investor Management:

Digital KYC: Enable MFDs to onboard new investors through a digital KYC process, reducing paperwork and making the onboarding process more efficient.
Portfolio Management: Provide tools for MFDs to manage their clients' investment portfolios, including real-time tracking of asset allocation, systematic transactions, and performance.

2. Transaction Management:

Multi-Transaction Capability: This allows MFDs to execute transactions in multiple schemes in one go, thereby saving time.
Two-Step Transaction Confirmation: A two-factor authentication and confirmation process ensures accurate and secure transactions
3. Transaction Visibility and Tracking:

•Transaction Status Timeline: Display a clear timeline of transaction initiation, processing, and completion to keep both MFDs and investors informed about the status of their transactions.

4. Innovative Solutions for MFDs:

Calculators: Provide financial calculators to help MFDs and investors estimate returns, risk profiles, and investment goals.
Pre-Curated Scheme Packs: Offer ready-made investment bundles designed for specific risk profiles and goals.
MFD choice and favorites to help with quick recommendations

5. Interactive Distributor Dashboard and Analytics:

Empowering business growth with real-time insights on growing and retaining business from their customers

5. Security and Compliance:

Secure Authentication: Strong multi-layered authentication methods like biometric verification, PINs, and OTPs for login and transactions.
Data Encryption: Ensure that all sensitive data, including personal and financial information, is encrypted to maintain the highest level of security.

6. User Experience:

Intuitive Interface: Design an intuitive and user-friendly interface that requires minimal hands-on training for MFDs to start using the app effectively.
Notifications: Provide real-time push notifications for transaction recommendation updates, market alerts, and other relevant information
7. Business Suite:

Complete detailed dashboard with Insights and investor views
Onboard new investors and create new folio for self or minor
Recommend Lumspsum in one or more schemes, Lumpsum and SIP in the same scheme
Recommend SIP, Step Up SIP, Pause/Resume SIP, Modify SIP, Cancel SIP, Renew SIP
Recommend STRIP, Flex STRIP, Pause/Resume STRIP, Modify STRIP, Cancel STRIP
Recommend SWP, Modify SWP, Cancel SWP
Recommend KYC, FATCA Update, Nominee update, Email/ Mobile number update
Generate mail-back service requests for account statements, PAN-based summaries, Dividend summaries, and Capital Gain statements
View and download commission structure, commission statements
Plan and recommend goal creation and investments
Check NAV, Market Index movements, Product documents, Market Insights, and other reports
Read articles and blogs from UTI and share
Leave feedback or raise a query, connect with customer care through tollfree or WhatsApp
Updated on
Mar 28, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Financial info and 3 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

1.49K reviews
Amit Banerjee
September 1, 2023
New UI is useful & gives a modern interface. Few suggestions are- 1) improve app loading & processing speed. 2) while searching for account statement, search by name isn't available, please add the option. 3) add the option download account statement from app itself, currently only email to investor is present. 4) hectic to view commission structure for each fund as everytime it's generating OTP whenever clicking on another fund. Authentication should be once only.
31 people found this review helpful
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UTI Mutual Fund
May 10, 2022
Dear Amit, thank you for your feedback and sorry for the inconvenience caused to you. Your feedback will help us improve the experience on the app.
Narayan Mandava
December 15, 2023
I recently encountered a problem with the UTI BUDDY app, as I am unable to view my transaction history. This feature is crucial for users to track their financial activities and resolve discrepancies. I hope the developers address this issue promptly to enhance the overall user experience.
6 people found this review helpful
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UTI Mutual Fund
December 17, 2023
Dear Narayan, we regret the inconvenience you had to face. For better assistance please mail us on Buddy@uti.co.in and mention your ARN number, Name, Screen shot of error along with mobile number. Thank you.
Vijander Sharma
July 4, 2022
This UTI mutual fund app is not helpful for distributors like other AMC app. If we want to check the list of investors it does not show. We can not generate the report of investors in pdf file. We can't see the statement of total sip amount for the month. Overall it is totally very outdated app not friendly.
5 people found this review helpful
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UTI Mutual Fund
July 5, 2022
Dear Vijander, we regret the inconvenience caused to you. Your feedback is important to us and will improve the app.

What's new

Latest Security and Bug fixes
Improved stability
Consolidation of Folio in Service Request
Goal card in Investor list
Risk Analyser with recommendation