UTI Buddy APK

Version 10.1 - com.utimutualfunds.utibuddy
utimutualfunds,utibuddy,finance,buddy

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

UTI Buddy apk

APP Information

Download Version 10.1 (90054)
Apk Size46.94 MB
App DeveloperUTI Mutual Fund
Malware CheckTRUSTED
Install on Android5.1 and up
App Packagecom.utimutualfunds.utibuddy.apk
MD5dceb1b7ee66d44746bf50a20083c3079
Rate5
Website https://buddy.utimf.com

Download UTI Buddy 10.1 APK

App Description

UTI Buddy is utimutualfunds,utibuddy,finance,buddy, content rating is Everyone (PEGI-3). This app is rated 5 by 1 users who are using this app. To know more about the company/developer, visit UTI Mutual Fund website who developed it. com.utimutualfunds.utibuddy.apk apps can be downloaded and installed on Android 5.1 and higher Android devices. The Latest Version of 10.1 Available for download. Download the app using your favorite browser and click Install to install the application. Please note that we provide both basic and pure APK files and faster download speeds than APK Mirror. This app APK has been downloaded 746+ times on store. You can also download com.utimutualfunds.utibuddy APK and run it with the popular Android Emulators.

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./n/n /n/nYou 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./n/n /n/n /n/nThe Main Features of the New Buddy App are:/n/n /n/n1. Onboarding and Investor Management: /n/nDigital KYC: Enable MFDs to onboard new investors through a digital KYC process, reducing paperwork and making the onboarding process more efficient. /nPortfolio Management: Provide tools for MFDs to manage their clients' investment portfolios, including real-time tracking of asset allocation, systematic transactions, and performance. /n /n/n2.  Transaction Management: /n/nMulti-Transaction Capability: This allows MFDs to execute transactions in multiple schemes in one go, thereby saving time. /nTwo-Step Transaction Confirmation: A two-factor authentication and confirmation process ensures accurate and secure transactions/n 3. Transaction Visibility and Tracking: /n/n•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. /n/n /n/n4. Innovative Solutions for MFDs: /n/nCalculators: Provide financial calculators to help MFDs and investors estimate returns, risk profiles, and investment goals. /nPre-Curated Scheme Packs: Offer ready-made investment bundles designed for specific risk profiles and goals. /nMFD choice and favorites to help with quick recommendations/n /n/n5. Interactive Distributor Dashboard and Analytics: /n/nEmpowering business growth with real-time insights on growing and retaining business from their customers/n /n/n5. Security and Compliance: /n/nSecure Authentication: Strong multi-layered authentication methods like biometric verification, PINs, and OTPs for login and transactions. /nData Encryption: Ensure that all sensitive data, including personal and financial information, is encrypted to maintain the highest level of security. /n /n/n6. User Experience: /n/nIntuitive Interface: Design an intuitive and user-friendly interface that requires minimal hands-on training for MFDs to start using the app effectively. /nNotifications: Provide real-time push notifications for transaction recommendation updates, market alerts, and other relevant information /n7. Business Suite:/n/nComplete detailed dashboard with Insights and investor views/nOnboard new investors and create new folio for self or minor/nRecommend Lumspsum in one or more schemes, Lumpsum and SIP in the same scheme/nRecommend SIP, Step Up SIP, Pause/Resume SIP, Modify SIP, Cancel SIP, Renew SIP/nRecommend STRIP, Flex STRIP, Pause/Resume STRIP, Modify STRIP, Cancel STRIP/nRecommend SWP, Modify SWP, Cancel SWP/nRecommend KYC, FATCA Update, Nominee update, Email/ Mobile number update/nGenerate mail-back service requests for account statements, PAN-based summaries, Dividend summaries, and Capital Gain statements/nView and download commission structure, commission statements/nPlan and recommend goal creation and investments/nCheck NAV, Market Index movements, Product documents, Market Insights, and other reports/nRead articles and blogs from UTI and share/nLeave feedback or raise a query, connect with customer care through tollfree or WhatsApp 

App ChangeLog

  • Latest security and bug fixes
  • Improved stability
  • Enhanced market updates
  • Cobranding of collaterals
  • SIP in MFD choice & Favourite

App Screens

UTI Buddy App Screen 1UTI Buddy App Screen 2UTI Buddy App Screen 3UTI Buddy App Screen 4UTI Buddy App Screen 5UTI Buddy App Screen 6UTI Buddy App Screen 7UTI Buddy App Screen 8UTI Buddy App Screen 9UTI Buddy App Screen 10UTI Buddy App Screen 11UTI Buddy App Screen 12

Older Versions

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Google Play Reviews

  1. Raj Kumar Senapati-avatar

    Raj Kumar Senapati

    I have given 3 Star, because the App doesn't support Customer Details, Fund Value, CAGR etc. Now time is precious, so update it asap to support IFAs. Follow other MF Apps availing the facilities on finger tips.

  2. Amit Kumpawat-avatar

    Amit Kumpawat

    Downloading of statements is the most basic thing a distributor needs. And notification for transaction are mostly delayed and somtimes do not get delivered at all , to investors as well as distributors .

  3. adventure_in__you-avatar

    adventure_in__you

    Unable to open app, update notification popping out again and again

  4. Prashant Rasiklal Jhaveri-avatar

    Prashant Rasiklal Jhaveri

    In this apps. Search by name not seen in client Valuation report only search by folio, so it is difficult, if add by name option, it's good & so benefited all of us.

  5. M G PILLAI-avatar

    M G PILLAI

    Severel funds in a portfolio no. Is it possible to see the current value of these funds seperetly. App is very much useful.

  6. Sukumar Das-avatar

    Sukumar Das

    Unable to download latest version

  7. shital dutt chawla-avatar

    shital dutt chawla

    Very useful app.I can manage investors account comfortably, from home.

  8. Ankit Goyal-avatar

    Ankit Goyal

    Create lot of ease

  9. Amit Srivastava-avatar

    Amit Srivastava

    Name wise investor search may be required.

  10. Pankaj Srivastava-avatar

    Pankaj Srivastava

    Investor list not avlable.