Technology Driven

Technology Driven
We provide digital platform to do the transactions online, also you can view your portfolio status on the go

Now no need to sign multiple MF forms, write multiple cheques.. you can do all your transaction on a click. We provide class apart mobile application to the client, which enable them to view their investment performance. Apart from sending portfolio report on monthly basis, client can also generate Portfolio Summary, Portfolio Detail and Capital Gain/Loss reports on their own using mobile application.

Investing in Mutual funds has multiple issues Like

  • Chosing the right MF schemes to suits your financial objective
  • Filling up and signing the multiple MF scheme forms
  • Writing multiple cheques. 
  • Once investment is done you have to visit different AMC points for confirmation of transaction 
  • After successful transaction you have to manage different account statements with different folio numbers.

We at MJSolanki Financial Management strive to provide you hassle free services right from advising the best suitable MF schemes to updating you on your portfolio periodically. 

Transaction Based

In a process to give you smooth transaction experience we have empanelled with MF Utility. MF Utility (MFU) is an innovative “Shared Services” initiative by the Mutual Fund industry under the aegis of Association of Mutual Funds in India (AMFI), which acts as a “Transaction Aggregation Portal” through which a Mutual Fund customer is enabled to transact in multiple schemes across Mutual Funds using a single form/payment.

Key Features:

  • Enables transactions through a common transaction form
  • Enables single payment for multiple scheme investments across various Mutual Funds
  • Accepts payments through various physical and electronic mod

 Report Based

Now you need not require to visit different AMCs for your statements in order to keep track of your investments. 

We provide you range of portfolio reports i.e. Portfolio Summary Report, Portfolio Detail Report and Portfolio Gain/ Loss report. 

Not only that, our Mobile application will allow you to view portfolio status on the go, with multiple user friendly task that you can do through your Mobile app