How do I get to know the new Platform AUM figures are more accurate?
This is more accurate, and to validate this, you can download the Client-wise AUM report from Reports > MIS > Client-wise AUM report and validate the samples with the respective clients' portfolio reports, also for additional check the valuation can be checked with AMC SOA as well.
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What is new in the Mutual Fund Reporting Platform?
The updated platform offers several enhancements, including: 1. Real-time Dashboards: Updated by 10:30 AM instead of the previous end-of-day update. 2. Improved SIP Book Accuracy: The system tracks SIP failures and marks them as inactive after three ...
When can I place the order on the new platform?
For Mutual Fund clients, after onboarding, if the client’s KYC status is validated and the bank is verified, they can place an order Post15 minutes of activation. Special Note: Post our bank verification, the exchange also performs bank verification, ...
How to change AUM?
AUM typically depends on the financial investment You can download the client-wise AUM report online. Please log in to AAA, go to Reports, and select Online SIP Report to view report.
I want client AUM Report
You can download the client-wise AUM report online. Please log in to AAA, go to Reports, and select Online SIP Report to view report.
What is the new Pan Validation Process and how it is different from earlier process?
Earlier pan validation was done automatically using pan number entered by client during on-boarding journey. We used to get all details like Clients Name, DOB, Aadhar Seeding Status etc from Protean (Pan Validation Agency)API . However as per new ...