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Archived App (Last seen on 1 Oct 2025)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
This app provides financial advisors with a secure portal for managing client transactions and viewing detailed business reports. It offers tools for tracking investments, initiating new transactions, and accessing market information to support business growth.
✓Secure advisor login
✓Client transaction facilitation
✓Customizable business reports
✓AUM and investor folio management
✓Brokerage payout data
✓Initiate new folio creation and transactions
✓Transaction tracking
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What's New in TATA MF Pragati
1.2
December 14, 2023
The domain for the web view url has changed. All the rest is same.
User reviews
Developer apps
FAQ
What is TATA MF Pragati used for?
TATA MF Pragati is a portal for financial advisors to manage client transactions, view business reports like AUM and brokerage, and track investments. It aims to streamline business operations for advisors.
Can I initiate transactions for my clients with TATA MF Pragati?
Yes, you can initiate various transactions on behalf of your investors, including new folio creation for KYC compliant investors, and purchase, redeem, switch, SIP, STP, or SWP transactions.
What kind of business reports are available on TATA MF Pragati?
The app offers detailed business reports with customizable views. These include holistic and scheme-wise reports on SIP business, AUM, gross sales, net sales, market share, and brokerage payouts.
How does TATA MF Pragati help with AUM tracking?
You can view your Month-End AUM, broken down by scheme or asset class. The AUM data can also be spooled for a selected month, providing a clear overview of your managed assets.
Is TATA MF Pragati available on Android devices?
Based on the provided data, TATA MF Pragati is supported on iPhone and iPod. Information regarding Android compatibility is not specified.
How often is TATA MF Pragati updated?
The latest version of TATA MF Pragati is 1.2, which was last updated on December 14, 2023. This indicates a recent update, suggesting ongoing development and maintenance.
Does TATA MF Pragati have ads?
No, TATA MF Pragati does not contain advertisements. The app is free to use and does not display any ads to its users.
What is the age rating for TATA MF Pragati?
TATA MF Pragati has an age rating of 4+. This means it is considered suitable for users aged 4 and above.
