Creso Partner vs Arthamitra

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

This app is exclusively designed for investors associated with Arthamitra, an AMFI-registered Mutual Fund Distributor. Diverse Mutual Fund Investment Options Access a wide selection of mutual fund schemes. Make informed investment decisions with the help of personalized recommendations provided through the platform. Comprehensive Portfolio Tracking Track the performance of your entire investment portfolio View consolidated portfolio details at the individual and family level Get a quick snapshot of your overall holdings Monitor returns including dividends and interest income Receive timely alerts for important financial events and updates Set and track your financial goals against actual investment progress Stay informed about your support ticket status Receive customized portfolio reports via email based on your preferences and family structure.