# TATA MF Pragati > Financial advisor portal for client transactions, business reports, and investment tracking. (iPhone/iPad app by Tata Asset Management Limited..) - Source: https://appshunter.io/ios/app/tata-mf-pragati/id1463770957 (this page in markdown: same URL + `.md`) - Developer: [Tata Asset Management Limited.](https://appshunter.io/developer/1229085072) - Category: Finance - Price: Free - Age rating: 4+ - Requires: iOS 13.0 · 10 MB - Languages: English - Released: 2019-05-27 - Data updated: 2026-06-10 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/tata-mf-pragati/id1463770957/reviews.md ## What is TATA MF Pragati? "Pragati"- a one stop portal for all the business requirements of our financial advisor with us. It is an enabler for us to grow together for years to come. Pragati offers various functionalities to financial advisor through a secure login; such as facilitating transactions on behalf of their clients, viewing detailed business reports (customizable views - holistic and scheme-wise - relating to SIP business, AUM with us, Gross Sales, Net Sales, Market Share, Brokerage Reports, Membership status under Loyalty Program etc.). Additionally, other features such as News Flash, display of Loyalty Qualifiers’ names and loyalty points, calculators, scheme literature, Newsletters, will be made available on the Pragati Portal. With Pragati you can: View your Dashboard AUM – Month End AUM (Scheme Wise/Asset Class Wise) AUM can be spooled for the selected Month Investors – List of Folios for the logged in ARN Number. List of Folios for the logged in ARN number will be available. You can initiate transaction directly for any folio. Double Click the Folio to see Folios and the Portfolio details. Brokerage Pay-out – Brokerage Pay-out Data (Monthly) Brokerage Pay-out Data Can be spooled for the selected Month. Initiate Transactions on behalf of your investors New Folio Creation for KYC Compliant Investor. Transaction -Purchase/Redeem/Switch/SIP/STP/SWP Track the transactions ## Key features - 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 ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/tata-mf-pragati/id1463770957/reviews.md ### 1/5 — This App can not be able to Login,even though I submit correct ARN No. *2021-10-15* I give this app “ 0”Rating.Very Poor rating. ## Frequently asked questions about TATA MF Pragati ### 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. ## Version history (last 3 releases) ### 1.2 — 2023-12-14 The domain for the web view url has changed. All the rest is same. ### 1.1 — 2020-10-21 The earlier application version authenticated on the basis of mpin and OTP . This authentication process is being changed to password and captcha due to user convenience request to do away with OTP. ### 1.0 — 2019-05-27 No release notes. ## Apps similar to TATA MF Pragati | App | Rating | Price | Category | | --- | --- | --- | --- | | [SBI MF Partner](https://appshunter.io/ios/app/sbi-mf-partner/id1140082754) | 4.9 (11) | Free | Finance | | [HDFC Mutual Fund](https://appshunter.io/ios/app/hdfc-mutual-fund/id1380088205) | 4.6 (125) | Free | Finance | | [Mobile Invest for Share Market](https://appshunter.io/ios/app/mobile-invest-for-share-market/id1110282036) | 1.9 (8) | Free | Finance | | [SBIMF InvestEasy](https://appshunter.io/ios/app/sbimf-investeasy/id1501155625) | 4.8 (5) | Free | Finance | | [SBI Mutual Fund-InvesTap Nxt](https://appshunter.io/ios/app/sbi-mutual-fund-investap-nxt/id1076080515) | 4.7 (31,168) | Free | Finance | | [CDSL Myeasi](https://appshunter.io/ios/app/cdsl-myeasi/id1041882138) | 1.8 (4) | Free | Finance | ## More apps by Tata Asset Management Limited. - [TATA Savings+](https://appshunter.io/ios/app/tata-savings-plus/id1229085073) - [Tata Mutual Fund - SIP & Track](https://appshunter.io/ios/app/tata-mutual-fund-sip-and-track/id6744349856) - [Pragati: By Tata Mutual Fund](https://appshunter.io/ios/app/pragati-by-tata-mutual-fund/id6753208999) All apps by Tata Asset Management Limited.: https://appshunter.io/developer/1229085072 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*