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Icon of program: InvWise by Sundaram Mutual

InvWise by Sundaram Mutual for Android

InvWise by Sundaram Mutual

  • Free
  • 4.5
  • V 1.1.2

InvWise by Sundaram Mutual

InvWise is a digi-retail initiative by Sundaram Mutual that aims to provide partners with a seamless digital transaction experience for their investors. This Android app offers a single view of your business with Sundaram Mutual, allowing you to track, analyze, and manage client investments with ease.

With InvWise, you can transact seamlessly on the go. The app covers popular features such as lumpsum investments, SIPs (Systematic Investment Plans), SWPs (Systematic Withdrawal Plans), STPs (Systematic Transfer Plans), and Redemptions. This ensures that you have all the necessary tools to meet your clients' investment needs.

One of the standout features of InvWise is the ability to onboard new-to-industry investors with eKYC (electronic Know Your Customer). This streamlines the process of bringing new investors on board, saving you time and effort.

Additionally, InvWise allows you to view your brokerage reports and more, providing you with valuable insights and data to enhance your business and strengthen your relationship with your clients.

Download InvWise today and take your business to the next level, offering your clients a more enriching and efficient investment experience.

Icon of program: InvWise by Sundaram Mutual

InvWise by Sundaram Mutual for Android

  • Free
  • 4.5
  • V 1.1.2