UTI Buddy 10.1
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Free Version
Publisher Description
UTI Buddy - A Mobile and Tablet App for Independent Financial Advisors of UTI AMC Ltd..
Where folks have friends and guides, our Mutual Fund Distributors (MFD)/ Partners have UTI Buddy to help them efficiently grow their business and provide “Financial Planning” easily to their customers completely digitally. The primary objective of this mobile app is to enable and empower our MFD/partners to do what they do best – financial planning, by providing a complete suite of financial transactions, along with tracking of status, non-financial transactions, tools, planners, business insights, and more.
You can - Recommend a scheme to an investor, Register a SIP / Step-Up SIP mandate, Initiate any transaction on schemes invested in, View your commission structures and statement, Track recommendation status, View customer portfolio, get an overview of all systematic transactions, and stay updated with product and market information.
The Main Features of the New Buddy App are:
1. Onboarding and Investor Management:
Digital KYC: Enable MFDs to onboard new investors through a digital KYC process, reducing paperwork and making the onboarding process more efficient.
Portfolio Management: Provide tools for MFDs to manage their clients' investment portfolios, including real-time tracking of asset allocation, systematic transactions, and performance.
2. Transaction Management:
Multi-Transaction Capability: This allows MFDs to execute transactions in multiple schemes in one go, thereby saving time.
Two-Step Transaction Confirmation: A two-factor authentication and confirmation process ensures accurate and secure transactions
3. Transaction Visibility and Tracking:
•Transaction Status Timeline: Display a clear timeline of transaction initiation, processing, and completion to keep both MFDs and investors informed about the status of their transactions.
4. Innovative Solutions for MFDs:
Calculators: Provide financial calculators to help MFDs and investors estimate returns, risk profiles, and investment goals.
Pre-Curated Scheme Packs: Offer ready-made investment bundles designed for specific risk profiles and goals.
MFD choice and favorites to help with quick recommendations
5. Interactive Distributor Dashboard and Analytics:
Empowering business growth with real-time insights on growing and retaining business from their customers
5. Security and Compliance:
Secure Authentication: Strong multi-layered authentication methods like biometric verification, PINs, and OTPs for login and transactions.
Data Encryption: Ensure that all sensitive data, including personal and financial information, is encrypted to maintain the highest level of security.
6. User Experience:
Intuitive Interface: Design an intuitive and user-friendly interface that requires minimal hands-on training for MFDs to start using the app effectively.
Notifications: Provide real-time push notifications for transaction recommendation updates, market alerts, and other relevant information
7. Business Suite:
Complete detailed dashboard with Insights and investor views
Onboard new investors and create new folio for self or minor
Recommend Lumspsum in one or more schemes, Lumpsum and SIP in the same scheme
Recommend SIP, Step Up SIP, Pause/Resume SIP, Modify SIP, Cancel SIP, Renew SIP
Recommend STRIP, Flex STRIP, Pause/Resume STRIP, Modify STRIP, Cancel STRIP
Recommend SWP, Modify SWP, Cancel SWP
Recommend KYC, FATCA Update, Nominee update, Email/ Mobile number update
Generate mail-back service requests for account statements, PAN-based summaries, Dividend summaries, and Capital Gain statements
View and download commission structure, commission statements
Plan and recommend goal creation and investments
Check NAV, Market Index movements, Product documents, Market Insights, and other reports
Read articles and blogs from UTI and share
Leave feedback or raise a query, connect with customer care through tollfree or WhatsApp
About UTI Buddy
UTI Buddy is a free app for Android published in the Accounting & Finance list of apps, part of Business.
The company that develops UTI Buddy is UTI Mutual Fund. The latest version released by its developer is 10.1. This app was rated by 1 users of our site and has an average rating of 4.0.
To install UTI Buddy on your Android device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-02-16 and was downloaded 36 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the UTI Buddy as malware as malware if the download link to com.utimutualfunds.utibuddy is broken.
How to install UTI Buddy on your Android device:
- Click on the Continue To App button on our website. This will redirect you to Google Play.
- Once the UTI Buddy is shown in the Google Play listing of your Android device, you can start its download and installation. Tap on the Install button located below the search bar and to the right of the app icon.
- A pop-up window with the permissions required by UTI Buddy will be shown. Click on Accept to continue the process.
- UTI Buddy will be downloaded onto your device, displaying a progress. Once the download completes, the installation will start and you'll get a notification after the installation is finished.
