smarT Partner vs Richmee

Canara Robeco smarT Partner is a dedicated mutual fund distributor app designed to empower MFDs with seamless investor management, real-time AUM tracking, transaction processing, and performance insights. Whether you're an Individual, Non-Individual, Regional Distributor, or Admin, this app ensures a smooth experience with advanced reporting and easy investment processing. Manage investor portfolios, transactions & AUM seamlessly. Access investor details, KYC/FATCA status & initiate transactions. Re-initiate expired transactions & modify investment details. Track AUM, earnings, scheme-wise performance & brokerage details. Generate customized reports & transaction summaries. Key Features: Easy Login & Secure Access – OTP, User-ID & password recovery options. Comprehensive Dashboard – AUM, investor count, scheme distribution & transaction summary. Investor Management – Search, Tag favorites & track KYC, FATCA & PAN details. Transaction Handling – New purchases, SIPs, redemptions, switches, STP, SWP & eNACH integration. Bulk Transactions – Initiate group transactions for multiple investors in a single go. Earnings & Reports – View brokerage, and commission details & generate investor reports. Support & FAQs – Raise queries, access FAQs & receive regulatory updates. The Ultimate App for YOU – Grow, Manage & Track with Canara Robeco smarT Partner! Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.

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