UTI Buddy

Where folks have friends and guides, our Mutual Fund Distributors (MFD)/ Partners have UTI Buddy to help them efficiently grow their business and provide “Financial Planning” easily to their customers completely digitally. The primary objective of this mobile app is to enable and empower our MFD/partners to do what they do best – financial planning, by providing a complete suite of financial transactions, along with tracking of status, non-financial transactions, tools, planners, business insights, and more. You can - Recommend a scheme to an investor, Register a SIP / Step-Up SIP mandate, Initiate any transaction on schemes invested in, View your commission structures and statement, Track recommendation status, View customer portfolio, get an overview of all systematic transactions, and stay updated with product and market information. The Main Features of the New Buddy App are: 1. Onboarding and Investor Management: Digital KYC: Enable MFDs to onboard new investors through a digital KYC process, reducing paperwork and making the onboarding process more efficient. Portfolio Management: Provide tools for MFDs to manage their clients' investment portfolios, including real-time tracking of asset allocation, systematic transactions, and performance. 2. Transaction Management: Multi-Transaction Capability: This allows MFDs to execute transactions in multiple schemes in one go, thereby saving time. Two-Step Transaction Confirmation: A two-factor authentication and confirmation process ensures accurate and secure transactions 3. Transaction Visibility and Tracking: •Transaction Status Timeline: Display a clear timeline of transaction initiation, processing, and completion to keep both MFDs and investors informed about the status of their transactions. 4. Innovative Solutions for MFDs: Calculators: Provide financial calculators to help MFDs and investors estimate returns, risk profiles, and investment goals. Pre-Curated Scheme Packs: Offer ready-made investment bundles designed for specific risk profiles and goals. MFD choice and favorites to help with quick recommendations 5. Interactive Distributor Dashboard and Analytics: Empowering business growth with real-time insights on growing and retaining business from their customers 5. Security and Compliance: Secure Authentication: Strong multi-layered authentication methods like biometric verification, PINs, and OTPs for login and transactions. Data Encryption: Ensure that all sensitive data, including personal and financial information, is encrypted to maintain the highest level of security. 6. User Experience: Intuitive Interface: Design an intuitive and user-friendly interface that requires minimal hands-on training for MFDs to start using the app effectively. Notifications: Provide real-time push notifications for transaction recommendation updates, market alerts, and other relevant information 7. Business Suite: Complete detailed dashboard with Insights and investor views Onboard new investors and create new folio for self or minor Recommend Lumspsum in one or more schemes, Lumpsum and SIP in the same scheme Recommend SIP, Step Up SIP, Pause/Resume SIP, Modify SIP, Cancel SIP, Renew SIP Recommend STRIP, Flex STRIP, Pause/Resume STRIP, Modify STRIP, Cancel STRIP Recommend SWP, Modify SWP, Cancel SWP Recommend KYC, FATCA Update, Nominee update, Email/ Mobile number update Generate mail-back service requests for account statements, PAN-based summaries, Dividend summaries, and Capital Gain statements View and download commission structure, commission statements Plan and recommend goal creation and investments Check NAV, Market Index movements, Product documents, Market Insights, and other reports Read articles and blogs from UTI and share Leave feedback or raise a query, connect with customer care through tollfree or WhatsApp