i-Invest iPru Partner

The ARN-based Login feature allows MFDs (Mutual Fund Distributors) to quickly and easily access their account on the new portal by using their unique ARN code and password. This code and password are set during the registration process, making it a secure and efficient way for MFDs to login.

The Business Summary feature provides MFDs with a comprehensive overview of their business. They can view their overall AUM (Assets Under Management) and SIP (Systematic Investment Plan) book, and further analyze this data at the fund category, scheme, and client level. This allows MFDs to gain valuable insights into their business and make informed decisions.

The Grow Your Business feature is designed to help MFDs identify opportunities with their clients. By analyzing their clients' data, MFDs can identify potential areas for growth and increase their business. This feature is a valuable tool for MFDs looking to expand their client base and increase their revenue.

The One-Stop SIP Management feature allows MFDs to view all active systematic transactions and existing mandates specific to their investors. This makes it easier for MFDs to manage their clients' SIPs (Systematic Investment Plans) and make any necessary modifications or pauses. This feature streamlines the process and saves MFDs time and effort.

The Transaction History feature provides MFDs with access to the current status of all transactions. This includes pending transactions, allowing MFDs to send reminders to their clients and ensure timely completion of transactions. This feature promotes transparency and helps MFDs maintain a good relationship with their clients.

The Data Transparency for Multi-Broker Folios feature allows MFDs to view portfolios filtered based on their ARN, even for multi-broker folios. This means that MFDs can access data from multiple brokers in one place, making it easier to manage their clients' investments. This feature promotes data transparency and simplifies the process for MFDs.