How Can Financial Advisors Use FundExpert to Automate Routine Tasks?

To Invest in Sovereign Gold Bonds (SGBs) Using FundExpert, follow the steps below:

• Open your FundExpert account
• Navigate to the 'Investments' or 'Sovereign Gold Bonds' section
• Choose the current SGB issue available for investment
• Enter the investment amount
• Complete the transaction as per the platform's instructions.

FundExpert allows users to download the Statement of Account (SOA) in various formats, typically including PDF and Excel. For specific format options, you can refer to the 'Reports' or 'Statements' section within your account.

To Enable Redeem Option for a Client in FundExpert, follow the steps given below:

• Open your advisor account on FundExpert
• Choose the client for whom you wish to enable the redeem option
• Navigate to the client's account settings
• Enable the redemption feature
• Save Changes

To Add a New Client in FundExpert, follow the steps given below:

• Open your advisor account on FundExpert
• Navigate to Client Management
• Enter the necessary Client Details
• Follow the prompts to complete the client's onboarding process, including any required documentation.

To Compare Different Mutual Funds in FundExpert, follow the steps given below:

• Open your FundExpert account
• Navigate to the 'Mutual Funds' section
• Select the 'Compare Funds' option
• Choose the mutual funds you wish to compare
• Review the comparative data, including performance metrics, risk factors, and other relevant details.