BSE, NSE, and MFU are now available at your and your clients’ fingertips
Smarter Brokerage Dashboard – clearer insights, better decisions at a glance
New AUM Reports Added – AUM by Client, AUM by AMC & AUM by Schemes for deeper analysis
New SIP Reports Added – SIP by Client, SIP by AMC & SIP by Schemes for smarter tracking
Start SIP with Step-Up – grow investments automatically on NSE
Top-Up Your LIVE SIPs – boost ongoing SIPs anytime on NSE
Easy SIP Cancellation – more control with a quick cancel option on NSE

💼 BSE, NSE, and MFU are now available at your and your clients’ fingertips.
📊 Smarter Brokerage Dashboard – clearer insights, better decisions at a glance
📈 New AUM Reports Added – AUM by Client, AUM by AMC & AUM by Schemes for deeper analysis
🔁 New SIP Reports Added – SIP by Client, SIP by AMC & SIP by Schemes for smarter tracking
⬆️ Start SIP with Step-Up – grow investments automatically on NSE
⬆️ Top-Up Your LIVE SIPs – boost ongoing SIPs anytime on NSE

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
-  Digital Marketing feature now available in Advisor X for both MFDs and Sub-Brokers
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Event Calendar: Never miss a thing — track daily and upcoming events.
- Login Management: Effortlessly create, update, or delete investor logins.
- Family Management: Build families, add members, and define relationships smoothly.
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.
- Fixed Video KYC process.
- A new and fresh dashboard for better view and analysis is needed.
- Compare mutual funds 1-1 with our new 'Compare Fund' feature.
- Heldaway Report with CAS Upload.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.
- Fixed Video KYC process.
- A new and fresh dashboard for better view and analysis is needed.
- Compare mutual funds 1-1 with our new 'Compare Fund' feature.
- Heldaway Report with CAS Upload.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- We are thrilled to announce the launch of our new upgrade Platform– NSE Invest.
- Introducing the NSE Onboarding feature in the AdvisorX App.
- Fixed Video KYC process.
- A new and fresh dashboard for better view and analysis is needed.
- Compare mutual funds 1-1 with our new 'Compare Fund' feature.
- Heldaway Report with CAS Upload.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Added new nominee details in BSE Registration and fixed minor onboarding.
- A new and fresh dashboard for better view and analysis is needed.
- Compare mutual funds side-by-side with our new 'Compare Fund' feature for smarter investment decisions!
- Create client mandates directly in-app, then share a secure link for easy authentication.
- Heldaway Report with CAS Upload.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Added new nominee details in BSE Registration.
- A new and fresh dashboard for better view and analysis is needed.
- Compare mutual funds side-by-side with our new 'Compare Fund' feature for smarter investment decisions!
- Create client mandates directly in-app, then share a secure link for easy authentication.
- Heldaway Report with CAS Upload.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- A new and fresh dashboard for better view and analysis is needed.
- Compare mutual funds side-by-side with our new 'Compare Fund' feature for smarter investment decisions!
- Create client mandates directly in-app, then share a secure link for easy authentication.
- Generate and share risk assessment links for clients, all within the app.
- Now you can download Tax Package, Capital Gain, and MF Reports.
- Heldaway Report with CAS Upload.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- A new and fresh dashboard for better view and analysis is needed.
- Create client mandates directly in-app, then share a secure link for easy authentication.
- Get client Statement of Accounts (SOA) with a quick request through the app.
- Generate and share risk assessment links for clients, all within the app.
- Now you can download Tax Package, Capital Gain, and MF Reports.
- Heldaway Report with CAS Upload.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Create client mandates directly in-app, then share a secure link for easy authentication.
- Get client Statement of Accounts (SOA) with a quick request through the app.
- Generate and share risk assessment links for clients, all within the app.
- Now you can download Tax Package, Capital Gain, and MF Reports.
- Heldaway Report with CAS Upload.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Now you can download Tax Package, Capital Gain, and MF Reports.
- Heldaway Report with CAS: Introducing the Heldaway Report, seamlessly integrated with the Consolidated Account Statement (CAS) feature. Manage and analyze your financial data more effectively—all in one place!
- Fix KYC issue.
- Sleek new calculator design.
- Now, the Sub-broker can register clients on the platform and in BSE too.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:

- Heldaway Report with CAS: Introducing the Heldaway Report, seamlessly integrated with the Consolidated Account Statement (CAS) feature. Manage and analyze your financial data more effectively—all in one place!
- Fix KYC issue.
- Sleek new calculator design.
- App Banners: Introduced new banners to improve user engagement.
- Now, the Sub-broker can register clients on the platform and in BSE too.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Fix KYC issues.
- You can register investors more efficiently, now you don't need to upload any documents while doing the client's BSE from the AdvisorX App.
- App Banners: Introduced new banners to improve user engagement.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:

- Fix nominee relation changes by BSE.
- Adding NFO in MFU Transact Online.
- Now Sub-broker can register clients on the platform and in BSE too.
- Adding UPI option in NSE Checkout.
- BSE Saving Retrieval: Enhanced retrieval process for BSE data.
- Client/Family-wise Search: Added search functionality with bookmark/unmark features for easier navigation.
- App Banners: Introduced new banners to improve user engagement.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Fix nominee relation changes by BSE.
- Adding NFO in MFU Transact Online.
- Now Sub-broker can register clients on the platform and register in BSE too.
- Adding UPI option in NSE Checkout.
- BSE Saving Retrieval: Enhanced retrieval process for BSE data.
- Client/Family-wise Search: Added search functionality with bookmark/unmark features for easier navigation.
- App Banners: Introduced new banners to improve user engagement.

New Features & Enhancements: Elevate Your Experience with Our Latest Update:
- Adding NFO in MFU Transact Online.
- Now Sub-broker can register clients on the platform and register in BSE too.
- Adding UPI option in NSE Checkout.
- BSE Saving Retrieval: Enhanced retrieval process for BSE data.
- Client/Family-wise Search: Added search functionality with bookmark/unmark features for easier navigation.
- App Banners: Introduced new banners to improve user engagement.