UTI Buddy: Empowering Independent Financial Advisors
UTI Buddy is a free Android mobile application tailored for Independent Financial Advisors (IFA) to streamline operational tasks and enhance financial planning. The app equips IFAs with tools like fund recommendations, SIP mandate registration, reward points tracking within UTI Summit, customer portfolio viewing, and real-time market updates. UTI Buddy focuses on simplifying the IFA's workflow, allowing them to concentrate on financial planning rather than administrative burdens.
UTI Buddy boasts a user-friendly interface, ensuring seamless navigation for IFAs across its array of features. Exclusively catering to IFAs, investors are directed to download the UTI Mutual Fund app. Through UTI Buddy, IFAs can effortlessly recommend funds, access commission structures, and suggest fund switches, providing a robust solution for managing clients' investment portfolios.
