WealthMagic Advisor vs KFinKart

Introducing WealthMagic Advisor App from Fintso. It is a comprehensive multi-asset tool to empower the IFAs and Wealth Managers on the go. This app is an add-on available to Fintso’s Wealth Magic cloud subscription users. With this app, you can: • Get up-to-date statistics of your business on the go • Access diverse views of your customer’s investment portfolio • Transact online for mutual funds (fully integrated with BSE Star MF / NSE NMF II platforms) • View birthdays of your customers and send personalized greetings from an extensive gallery of designs • Send instant push notifications to your customers who are using your mobile app (MyWealth) • Receive service requests from customers • View Portfolio events such as SIPs due, FMPs maturing, Premiums due, etc. • Update customer master information • Send portfolio reports by e-mail to your customers • . . . and more With WealthMagic Advisor App you can now be in greater control of your business even while you are away from your office – for business or for leisure. Download this app now and say goodbye to your business worries!!

Now, become a smart financial advisor with KFinTech’s KFinKart. Access the universe of KFinTech serviced mutual funds on your smart phone. No more running around with documents or getting stuck with lengthy processes while initiating mutual fund transactions for your customers. As a distributor and a financial advisor, KFinKart enables you to instantly fill customer details, bunch all the documents and invest with the ease and speed of a touch. This means, you can now initiate transactions, generate reports and seek statements on behalf of your customer right from where you are. Get more productive and effective in delivering quick and delightful services to your customers. KFinKart’s full service menu, intelligent features and intuitive navigation empowers you to achieve faster and earn more. You can also track each customer’s portfolio and send reminders on new fund offers, SIP, repurchase and redemption. And of course, all your earnings are pooled so you can instantly touch and view. Key Features Initiate Transactions - Use customer PAN to auto fill customer details - instantly bunch all documents and invest on behalf of customer Quick start - One-time Pin/Pattern login - Single customer portfolio view Touch and transact - New Fund Offers - New Purchase - Repurchase - Switch - Redemption Smart and productive - Customer-wise AUM Report - Investor Master Information - Transaction wise investor Master - View last five transactions Instant statements and reports - Consolidated Account Statement - Transaction Report - Net AUM Report - Brokerage Report - NAV Report - SIP/STP Report My Earnings Dashboard - Track brokerage and earnings K-Buddy - Instant support - Seek information - Raise and resolve queries List of Mutual funds - Axis Mutual Fund - Baroda Pioneer Mutual Fund - BOI AXA Mutual Fund - Canara Robeco Mutual Fund - DHFL Pramerica Mutual Fund - Edelweiss Mutual Fund - Essel Mutual Fund - IDBI Mutual Fund - Indiabulls Mutual Fund - Invesco Mutual Fund - JM Financial Mutual Fund - LIC Mutual Fund - Mirae Asset Mutual Fund - Motilal Oswal Mutual Fund - Principal Mutual Fund - Quant Mutual Fund - Quantum Mutual Fund - Reliance Mutual Fund - Sahara Mutual Fund (For redemptions) - Taurus Mutual Fund - UTI Mutual Fund Permissions: In addition to basic permissions, the KFinKart-Distributor app needs access to other functions on your device for it to support the above features - • External Storage: To download the statement to device memory • Call log: To auto-dial the contact centre number. We do not read the existing call log • Phone: This permission is required to uniquely identify the device • SMS: To auto-verify OTPs. We do not read existing messages