Technology Platform For Professional IFAs Welcome To Advisor Platform URL to Access Advisor Platform

Technology Platform For Professional IFAs Advisor Online-Offers All your Transactions at Finger Tips across all products Client Profiling & automated Portfolio Reports Commission Tracking Alerts & Reminders Financial Planning Tools Research Reports Circulars & News Help Desk & Error Tracking System SMS Service

Technology Platform For Professional IFAs Enter your login id and password Click here and then press Login Button Advisor's Login Section

Technology Platform For Professional IFAs Advisor Online Home Page Research & Reports Section My Client Section Alerts Section Back Office Section Commission Statement Section

Technology Platform For Professional IFAs My Client Section Client Account Configuration Client Folio Mapping of Unmapped Folios Detailed Performance & Valuation Report(P/L) AMC Wise Summary Reports Folio-wise Report (Mapped & Unmapped combined) Mapped Folio Listing (for Correcting Mapping Errors)

Technology Platform For Professional IFAs Click Here to Create/ view your Clients Client Account Configuration

Technology Platform For Professional IFAs Click Here to Add New Client Client Account Details

Technology Platform For Professional IFAs Click Here to save client information Client Information Page

Technology Platform For Professional IFAs Click Here to Add Members of Client Adding Members of Clients

Technology Platform For Professional IFAs Client Accounts Details

Technology Platform For Professional IFAs Client Folio Mapping Creation of Client Creation of Client Investor's Mapped the Folio with the Client & Investor Unmap Facility for wrong mapped clients

Technology Platform For Professional IFAs Click Here for Unmapped folio List of Client Unmapped Client Folio List

Technology Platform For Professional IFAs Select Client and investor for folio mapping and then click on save button Folio Mapping of Clients

Technology Platform For Professional IFAs Click Here for Detailed Performance valuation Report Click here for wrongly mapped folios for correction Mapped Folio Correction

Technology Platform For Professional IFAs Search Investor for Unmapping folios Click Unmap link to Unmap Folio Unmapping Wrong Folio List

Technology Platform For Professional IFAs Show Comprehensive & Portfolio Performance Report of the clients Detail Performance Reports

Technology Platform For Professional IFAs Select Client and then investor and click on submit button Detailed Performance Report

Technology Platform For Professional IFAs Click Here To View AMC Wise Summary of Mapped Folios AMC Wise Summary Report

Technology Platform For Professional IFAs Select Your Client and Click Submit Button Client Wise AMC Report

Technology Platform For Professional IFAs Click Here to view Folio Wise Report Folio Wise Report

Technology Platform For Professional IFAs Select Folio Type Folio Wise Report

Technology Platform For Professional IFAs Back Office Section MIS Reports AR Transaction Search Report Period Wise Transactions Report Product Wise Summary Report SIP Collection Report Transactions Report Sales Employee Sales Executive Configuration Sales Executive mapping to client Sales Executive Performance Report Leads General Insurance Leads Life Insurance Leads

Technology Platform For Professional IFAs Click Here to view Period Wise Transaction Report Period Wise Transaction Report

Technology Platform For Professional IFAs Select required criteria and then click Show button

Technology Platform For Professional IFAs

Click Here to View Product Wise Report Product Wise Report

Technology Platform For Professional IFAs Select required Criteria and click on View report t

Technology Platform For Professional IFAs

Click For SIP Collection Report SIP Collection Report

Technology Platform For Professional IFAs

Click to Search Transaction Search Transaction

Technology Platform For Professional IFAs

Click Here to view Transaction Reports Transactions Report

Technology Platform For Professional IFAs

Back Office >> Sales Executive Configuration Sales Executive Configuration Sales Executive Mapping to Clients Sales Executive Performance Report

Technology Platform For Professional IFAs Click to View Back Office Section

Technology Platform For Professional IFAs Click Here to view/Edit Sales Executive Configuration Sales Executive Configuration

Technology Platform For Professional IFAs Click Here to Add Sales Executive

Technology Platform For Professional IFAs Enter Sales Executive name and click on Submit

Technology Platform For Professional IFAs

Select Name of Sales Executive to Map Client

Technology Platform For Professional IFAs Select name of the Sales Executive/s to view their performance Report and click Here Sales Executive Performance Report

Technology Platform For Professional IFAs Back Office >> Insurance Leads Reports General Insurance Leads Reports Life Insurance Leads Reports

Technology Platform For Professional IFAs Click Here to view General Insurance Leads G.I. Leads Reports

Technology Platform For Professional IFAs

L.I. Leads Report

Technology Platform For Professional IFAs Alerts Section Fixed Deposit Renewal SIP Renewal Due

Technology Platform For Professional IFAs Click To View Renewal Alert

Technology Platform For Professional IFAs Select month, year and click on Show

Technology Platform For Professional IFAs Select Month,Year and Click On Show Button

Technology Platform For Professional IFAs Financial Planning Tools Corerpati Planner How to Become Corerpati Human Life Value Calculator Planning for Childs Education Planning for Childs Marriage Retirement Planning See How Money Grows Tax Planner

Technology Platform For Professional IFAs Click To Create or Search Crorepati Plan Financial Planning Section Crorepati Plan

Technology Platform For Professional IFAs Enter the above information and click here to generate plan

Technology Platform For Professional IFAs Enter the information and click here for Tax Planning

Technology Platform For Professional IFAs Commission & Bill Section Regular Monthly Bill SIP Bills

Technology Platform For Professional IFAs Click Here to View/Print your Monthly Bills

Technology Platform For Professional IFAs

Product Roadmap.... Renewal Alerts for Life Insurance and General Insurance Policies Web interface for ANA Clients (Micro Website) Facility to enter ARs from ANA Office Facility to add extra transactions in the portfolio reports which are not present under Bajaj Capital's ARN. Extended CRM functionalities

Technology Platform For Professional IFAs Thank You !!! Your feedbacks and suggestions are Welcome