Mutual fund recommendations
Start publishing guidance on India’s favourite mutual funds
Your analysts search the entire fund universe, and each client gets the picks that suit them.
Recommend any fund or scheme, including NFOs, as a lump sum or a SIP
Each carries a horizon, a NAV target and stoploss, and the analyst’s remarks. SIP and NFO dates can fire alerts through Actions.
See the AUM and SIP flows traced to each fund recommendation
In Publisher, your desk sees how every fund has performed since it was recommended, and the business each analyst has brought in.
Investors start your fund recommendations in your app, by API, SDK or micro app
Your app reads the recommendation on the API, embeds its screens with the SDK, or opens it whole in the micro app.
Speak, write or upload the fund view, and an agent summarises it
The analyst approves every draft before clients read it, and a voice note comes back with its transcript too.
Fund recommendations share Publisher’s live factsheets, approvals and marketplace
Reach clients and the teams who serve them
Every revision reaches clients and their RMs at once, logged in Audit Trail
Publish factsheets and reports
A live factsheet with the analyst’s remarks and performance to date
Track each fund’s NAV
Each target and stoploss watched against the fund’s latest NAV
Add maker-checker wherever you need it
A checker’s approval your desk can turn on in User Access Management
Open an advisory marketplace
Registered analysts from outside your firm, publishing fund recommendations
Compose reports in Report Builder
Reports from blocks, bound charts and live data, for your desk’s fund research