Saumitra Trivedi

Saumitra Trivedi — Business App for Mutual Fund Distributors & IFAs

Saumitra Trivedi is a dedicated business app for IFAs and Mutual Fund Distributors registered with Saumitra Trivedi. Manage your distribution business, track client portfolios, place online transactions, and grow your practice digitally — all from your phone.

Access is limited to registered Saumitra Trivedi partners. You must log in with credentials provided by Saumitra Trivedi to use the app.

WHAT YOU CAN DO

📊 Business Dashboard
Get an asset-wise snapshot of your business — AUM, net investment, and performance across Mutual Funds, Fixed Deposits, Equity, and Insurance in one place.

💳 Online Mutual Fund Transactions (BSE integrated)
Initiate and manage transactions on the go:
• Purchase • Redemption • Switch
• SIP • STP • SWP

👨👩👧 Client & Portfolio View
• Family Folio — view client and family-level holdings
• Net Investment — year-wise and scheme-wise detail
• Segment & sector-wise portfolio breakdown
• Client-wise transaction tracking

📈 SIP Reports
Track Live SIPs, New SIP registrations, and expiring SIPs, with scheme-wise and client-wise detail.

⭐ Research Desk & Top Funds
Explore Top Funds, Top Performers, Top SIP Schemes, and New Fund Offers (NFOs) to support your recommendations.

🏦 Fixed Deposit / Bond & Equity
View FD and bond schemes, plus equity holdings and date-wise transactions.

🛡️ Insurance
Manage General and Life Insurance business and renewals, with policy-level detail.

📑 Reports & Documents
• Holding & Annual reports
• Date-wise business reports
• General and Financial document access

🧮 Financial Calculators
Plan client goals with built-in calculators:
Crorepati, SIP, Retirement, Child Education, Marriage, Dream Home, Dream Car, Dream Vacation, EMI, Family Protection, and Future Value.

🎨 Self-Branded Images
Create and share marketing images branded with your own details to boost client engagement.

🔔 Reminders & Watch List
Set reminders for renewals and key dates, and keep a personalised watch list of schemes.

🏢 Multi-ARN & Admin Tools
Multi-ARN support with AUM, Business, and Client List views for admins and ARB users.


WHY IFAs USE Saumitra Trivedi
• Run your business anytime, anywhere
• Faster client servicing and transactions
• Clear, consolidated reporting

Disclaimer:
This app is meant only for IFAs and distributors registered with Saumitra Trivedi. Although due care has been taken, we do not guarantee the accuracy, completeness, or authenticity of the information provided. This app is a utility tool and shall not be construed as investment advice. We are not responsible for any discrepancies whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy, or completeness of the information. Saumitra Trivedi cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken on, any information appearing in this app or its website.