TATA MF Pragati

TATA MF Pragati is a comprehensive, secure portal designed exclusively for financial advisors associated with TATA Mutual Fund. It acts as a one-stop solution for all business needs, enabling advisors to efficiently manage their client portfolios and grow together with the company.

Key features include a customizable dashboard displaying detailed business reports such as SIPs, AUM (scheme-wise and asset-class-wise), gross and net sales, market share, brokerage reports, and loyalty program status. Advisors can initiate and track transactions on behalf of their clients with functionalities like purchase, redeem, switch, SIP, STP, and SWP. Additionally, the platform offers supportive tools like calculators, scheme literature, newsletters, and news flash updates. This robust ecosystem empowers financial advisors to boost productivity and client service with ease.