UTI Buddy

About UTI Buddy

UTI Buddy is a Mobile Application aimed at easing the life of an IFA by eliminating operational hassles. The singular objective of this mobile app is to enable our partners to do what they do best – financial planning. You can Recommend a fund to an investor, Register an SIP mandate, Recommend a Switch of Funds View Commission Structures, Track reward points in UTI Summit, View customer portfolio and stay updated with market information.

Features

Help Investors initiate transactions on the go with Reduced Sales cycle since sell to closure time is almost instantaneous through couple of clicks

Assurance of business credit since the app does not display the direct option during recommendation process

Track your own AUM and portfolio details and also your Customer portfolio through the app to help you better plan

View Commission structures. Check your commission structures and statements on the go

View UTI Summit reward points online

Stay up to date with notifications about latest Fund Manager videos, Market updates and Recommendation status

Feedback

Have some feedback? Want to know more about us? We are eager to hear from you!

Create your own user feedback survey
Your message was sent, thank you!