Download UTI Buddy 12.8 for Windows – A Fast and Simple Install.

Download UTI Buddy 12.8

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Publisher Description

View all imagesUTI Buddy -

A Mobile and Tablet Interface for Independent Financial Advisors of UTI AMC Ltd..

Where folks have friends and guides, our Concurrent Fund Service providers (MFD)/ Partners have UTI Buddy to lend a hand them seamlessly grow its business inclusive of provide “Financial Planning” easily to their customers completely digitally. The primary criteria of this mobile app is by turn on and empower the club's MFD/partners to do what they do best – revenue planning, by furnishing a complete suite of financial transactions, along with tracking of status, non-financial interactions, tools, planners, business insights, and more.

You can - Recommend any scheme with an investor, Register a SIP / Step-Up SIP mandate, Initiate any payment on schemes invested in, View your commission structures and statement, Track recommendation status, Gaze stakeholder portfolio, get an overview regarding every last systematic transactions, and dwell updated with product and market information.

The Centralized Tools of the New Buddy App are:

1. Onboarding and Investor Governance:

Digital KYC: Enable MFDs to onboard new financial supporters through a digital KYC process, reducing contracts and making no onboarding process more efficient.

Portfolio Management: Deliver tools as MFDs to manage their clients' investment portfolios, including real-time tracking of asset allocation, systematic payments, and feat.

2. Transaction Management:

Multi-Transaction Performance: This makes possible MFDs to execute transactions in a wide array of schemes in specimen go, thereby saving time.

Two-Step Transaction Confirmation: INDIVIDUAL two-factor authentication along with confirmation process upholds accurate and secure transactions

3. Interaction Visibility in conjunction with Tracking:

•Transaction Status Timeline: Display a clear projection of processing initiation, operating, as well as resolution to keep both MFDs and investors told as for the status of the user's transactions.

4. Innovative Approaches for MFDs:

Calculators: Serve financial number processors before help MFDs and investment partners estimate recapitulations, risk profiles, and investment goals.

Pre-Curated Plot Loads: Give ready-made investment bundles designed for specific risk profiles plus goals.

MFD choice and most cherished upon help with quick recommendations

5. Interactive Distributor Dashboard and Analytics:

Empowering business growth with real-time insights alongside building and saving business out of their customers

5. Security and Compliance:

Secure Authentication: Strong multi-layered authentication methods as though biometric verification, PINs, and OTPs for login and transactions.

Data Encryption: Ensure that all sensitive data, including personal and financial information, is guarded to maintain the highest level of security.

6. User Experience:

Intuitive Interface: Design an intuitive and user-friendly interface that expects minimal hands-on training for MFDs to start using both app effectively.

Notifications: Provide real-time jolt notifications on behalf of activity recommendation updates, market alerts, and extra relevant information

7. Business Suite:

Complete detailed dashboard on top of Insights and investor views

Onboard new investors and create new folio pertaining to self by contrast minor

Recommend Lumspsum in one or more schemes, Lumpsum and SIP in the analogous scheme

Recommend SIP, Step Up SIP, Pause/Resume SIP, Modify SIP, Cancel SIP, Renew SIP

Recommend STRIP, Flex STRIP, Pause/Resume SLAB, Modify STRIP, Cancel STRIP

Recommend SWP, Edit SWP, Cancel SWP

Recommend KYC, FATCA Update, Nominee update, Email/ Mobile number update

Generate mail-back aid requests for account statements, PAN-based summaries, Dividend summaries, and Capital Gain statements

View and download commission structure, commission statements

Plan and recommend goal building and investments

Check MENU BAR, Market Index movements, Product documents, Market Insights, and other reports

Read items and blogs from UTI and share

Leave assessment or raise a query, connect in concert with account holder care through tollfree or WhatsApp

About UTI Buddy

UTI Buddy is a free app aimed at Mechanical being published in these Accounting & Finance list from features, part embracing Operation.

The company that develops UTI Buddy is UTI Mutual Fund. The novel version released by its developer amounts 12.8. The outlined app was rated by 1 users of shared homepage and has an average rating of 4.0.

To install UTI Buddy on your Android toolkit, just click these green Stick with To App icon earlier as far as start the installation process. This app is listed on one’s website since 2025-03-06 coupled with was downloaded 57 bouts. We have already checked if the retrieve link is unthreatened, conversely for your own protection we recommend that that person scan our downloaded app with your antivirus. His antivirus may detect the UTI Bro as malware as malware if the download link to com.utimutualfunds.utibuddy is demolished.

How to insert UTI Buddy on your Android device:

• Click near the Continue To App pushkey over our website. This anticipate redirect you to Investigate Play.
• Once the UTI Crony proves to be shown in the Google Play listing of your Android device, you can start the structure's download and initiation. Tap on the Install tab located subsequent to the search bar inclusive of to the right of specific mobile platform icon.
• A pop-up window with the permissions expected by UTI Buddy will be described. Pick out on Accept to continue the process.
• UTI Buddy am going to be downloaded onto your device, displaying notable progress. Once particular download completes, the installation will start plus you'll get a notification after some erection forms finished.