Jain Privy Client Desk vs Richmee

Jain Privy Client Desk help clients to track their family mutual funds, PMS and AIF investment details. After successful login, the Welcome screen displays the ‘Dashboard’ where client can view the Consolidated investment report of their family. Upon Clicking on members name, client can track the individual investment performance of the member. App has other report options from where client can track their year wise investment details, SIP/STP/SWP detail etc. Note: To access this application you must use your registered Login Id and Password of Jain Privy Client Desk. If one does not have the same, then one can contact their respective advisor or Backoffice Team.

Invest in Top Mutual Funds Online • Sign-up in minutes & complete one-time KYC (for Non-KYC Investors) on the app itself • Buy mutual funds in lumpsum or start SIP in few simple steps • Check multiple performance parameters of schems such as NAV, Fund Manager Name, Asset Size, Technical Ratios, etc. to select the most suitable scheme • Search from the world of more than 10000 mutual fund schemes, add as many schemes as you want in your cart or mark them in Wishlist before you decide to proceed • Select from the defined goals or create your own goal and link your investment to goals to achieve your different goals • Track the live performance of your invested scheme or how are you progressing towards achieving your goals by checking on your dashboard page. • Sell on single click of a button to get money back in few days Mutual Fund SIPs & ELSS Tax saving Mutual Fund Starting Rs. 500/ month • SIPs investment amount Rs. 100/- • ELSS Tax Saving mutual fund SIP amount of Rs. 500/ month • Save tax with the best Tax Saving mutual fund schemes • Save tax up to Rs. 46,800 per year with ELSS mutual funds SIP investment Explore Mutual Fund Investment Solutions • Invest across categories of Equity and Debt schemes • Equity Mutual Funds • Large Cap Mutual Funds • Mid Cap Mutual Funds • Small Cap Mutual Funds • Debt Mutual Funds • Balanced Mutual Funds • Long Term Mutual Funds • ELSS Tax Savings Mutual Funds Mutual Fund Investing to reach your Goals • Save tax by investing in top performing ELSS mutual funds • Plan and invest for your long term goals like retirement planning or children’s education or buying your dream home • Get better FD returns at low risk. Invest in short liquid schemes or Ultra short liquid schemes. All Mutual Fund Companies All 43 mutual fund companies (AMCs) are supported on Richmee mutual fund app. • SBI Mutual Fund • Reliance Mutual Fund • ICICI Prudential Mutual • HDFC Mutual Fund • Axis Mutual Fund • & more Track Your investment • Dashboard to track all your investment • Track your annualized returns and total returns • Calculate returns through mutual fund calculator • Check details of holdings and mutual fund NAV