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.
- 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.
- Stay updated with product and market information.
The main features of the new UTI Buddy App:
- 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.
- 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.
- Transaction Visibility and Tracking: Display a clear timeline of transaction initiation, processing, and completion to keep both MFDs and investors informed about the status of their transactions.
- 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.
- Interactive Distributor Dashboard and Analytics: Empowering business growth with real-time insights on growing and retaining business from their customers.
- Security and Compliance:
- Secure Authentication: Strong multi-layered authentication methods like biometric verification, PINs, and OTPs for login and transactions.
- <ilata>Data Encryption: Ensure that all sensitive data, including personal and financial information, is encrypted to maintain the highest level of security.</ilata></ilata>
Overview
UTI Buddy is a Freeware software in the category Business developed by UTI Mutual Fund.
The latest version of UTI Buddy is 9.6, released on 09/17/2024. It was initially added to our database on 09/17/2024.
UTI Buddy runs on the following operating systems: Android.
UTI Buddy has not been rated by our users yet.
Pros
- User-friendly interface for easy navigation
- Provides detailed information about UTI Mutual Fund products and services
- Allows users to track their investments and access statements online
- Enables hassle-free transaction processes like SIP and lump sum investments
- Offers a range of tools for financial planning and goal setting
Cons
- Occasional glitches and technical issues reported by some users
- Customer support responses can be slow at times
- Lack of advanced features compared to some competing investment apps
- Requires stable internet connection for seamless use
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