AnandRathi MutualFunds–RM

AnandRathi MutualFunds–RM is a portfolio management app built for relationship managers and dealers to execute mutual fund transactions and track client holdings in real time.

RM and dealer advisors can process mutual fund orders directly through the app — manage lumpsum investments, systematic investment plans (SIPs), fund switches, and redemptions without leaving the platform. Each transaction executes quickly, so your clients get immediate confirmation and settlement updates.

Track your entire client portfolio in one view. Monitor fund performance, holdings, and transaction history to stay on top of every account. Generate insights on your own mutual fund performance as an advisor, identifying top performers and client engagement patterns across your book.

Built for the fast-paced demands of wealth advisory, AnandRathi MutualFunds–RM streamlines portfolio management, reduces manual paperwork, and keeps you and your clients connected to every transaction. Download the app today to bring your mutual fund practice into a mobile-first workflow.