Mutual Fund Partner App

Mutual Fund Partner App - WealthBucket

WealthBucket is a platform that allows our Mutual Fund distributors to manage their client’s accounts. It lets you connect without any hassle. WealthBucket MF Partner App will help IFA’s to invest in mutual funds for their clients in the most effective manner. Now, you don’t need to run around with documents or getting stuck with lengthy tiring processes for initiating mutual fund transactions for your clients. This app lets you fill in customer details, upload all the required documents and

invest with ease and using only a single button. You can initiate transactions, generate reports and seek statements on behalf of your customer, all just sitting at your home. Download this mutual fund distributor app today! Financial goals • Building Long-Term Wealth: Suitable for meeting long-term goals with more than 3 years horizon • Saving Tax: Suitable for saving taxes under Section 80C. Provides the lowest lock-in among other tax-saving options • Meeting Short-term Goals: Suitable for superior tax-adjusted returns for surplus funds over one year • Planning for Retirement: Suitable for building wealth for post-retirement life • Saving for Children: Suitable for accumulating funds for children education/marriage • Regularity in Income: Suitable for superior tax-adjusted returns for regular income over more than 3 years horizon • Safe and Reliable: Use the latest safety standards to retain your data secure and encrypted. What sets us apart? Ease in opening your account: Our app will let you open the account and quickly start investing. There is no need to open a De-mat account to start investing in mutual funds. Free account opening: You don’t need to pay us to open your account. Packages and performance. We’ve created readymade packages suggested by experts for you and you can view the historical performance of any mutual fund in the form of charts. Live tracking of the portfolio You can easily track your investments from mutual fund apps like Investica, ETMoney, WealthTrust, Fundsindia, Scripbox, Paytm Money, Zerodha Coin, Angel Bee, Fund Easy, Asset Plus, Groww, Piggy Mycams, and MF Utility. Lowest SIP You can start investing with as low as Rs.100. Transactions options: • Systematic Investment Plan (SIP): Regular monthly investments in mutual funds • One-time lump sum • Selling / Redemption: You can withdraw money from your mutual fund investments anywhere as per the scheme policy. • Switch: Shift your investment from one scheme to another of the same mutual fund • Systematic Withdrawal Plan (SWP): You can withdraw/sell your investments at a fixed interval • Systematic Transfer Plan (STP): You can shift your investment from one scheme to another at a fixed interval. It works within a mutual fund. • Instant Redemption: In the case of some liquid fund schemes, you have an option to redeem your investments up to Rs.50,000. Mutual fund tracking and review - Dashboard to track all your client’s investments - Trace your client’s annualized and total returns - Review details of holdings and mutual fund NAV - Estimate returns through mutual fund SIP calculator How to invest in mutual funds on WealthBucket? - Add your client’s account - Verify your client’s KYC - Pick any mutual fund - Begin SIP or one time- investment (lumpsum) AMCs supported by our app- • SBI Mutual Fund • Reliance Mutual Fund • ICICI Prudential Mutual Fund • HDFC Mutual Fund • Aditya Birla Sun Life Mutual Fund • Franklin Templeton Mutual Fund • DSP Blackrock Mutual Fund • Kotak Mutual Fund • Mirae Asset Mutual Fund • Axis Mutual Fund • Motilal Oswal Mutual Fund • L&T Mutual Fund • IDFC Mutual Fund • Parag Parikh Mutual Fund • UTI Mutual Fund • Sundaram Mutual Fund • Tata Mutual Fund and more Connect to our Experts You can call us anytime at +91 8750005655 or mail us at support@wealthbucket.in and get in touch with our experts in case you have any queries for your investments.

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