RKTFIN vs Creso Partner

RKTFIN is one-stop shopping for all your Wealth Management needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator

Creso’s Partner App brings everything you need to manage clients, research funds, and grow your mutual fund business - all in one place. Grow Your Business • Get a real-time view of your AUM, SIP book, and overall business summary. • Monitor recent orders and upcoming orders with ease. • Add your branding for visibility across client app, reports and all other touch points. • Track all your action-items and share marketing posters with just a few clicks. Manage Every Client, Effortlessly • Onboard clients digitally and activate their accounts within minutes. • View each client’s portfolio, holdings, and active SIPs in one view. • Download and share holdings, capital gains and other reports instantly with clients. • Use remarks to add client-specific notes and updates. Execute Transactions Seamlessly • Create SIP, lump sum, or redemption transactions for any client. • Add multiple order types in a single cart with one-click checkout experience. • Set up and manage mandates directly from the app. Research Made Simple • Explore mutual funds with live NAVs, detailed analytics, factsheets, and category insights. • Check fund performance trends, asset allocation, and top holdings. Built for the modern advisor - fast, intuitive, and always connected. Your business. Your brand. Your growth. Coming Soon • STP, SWP, and Switch transactions • Goals and Proposals • Client activity notifications