What Formats Are Available for Downloading the Statement of Account (SOA) on FundExpert?

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.

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.

FundExpert Assist MFDs in Improving Client Engagement by providing them with functionalities like comprehensive reporting, multi-asset transactions, automated data synchronization and digital onboarding.