Partner Dashboard
The Portfolio Bucket is a unique feature that helps devise a customized portfolio for clients in just a few clicks. How to add a recommended portfolio ...
Mon, 23 Dec, 2024 at 4:45 PM
With the "Pause SIP" feature, clients can pause their SIP if they have a financial emergency instead of cancelling it. The SIP will automati...
Mon, 23 Dec, 2024 at 4:26 PM