Clients can be enabled for products in one of two ways: 1. By navigating to Clients > Client Name > Profile > Product Information and clicking on the respective product name 2. By Navigating to Products > Product Name > Clients > Add Client The steps ...
Bank details are required to pay out the product revenue earned by you on Fintso for Global Investments and Equity Baskets. For Fixed Deposits, the payout is done directly by the issuer (Mahindra Finance) to the bank account provided by you at the ...
You can offer products like Equity Baskets, Global Investments and Fixed Deposits through an end-to-end online execution process. If you wish, you can also upload your Mutual Funds data into Fintso and enable online execution through BSE StAR MF. ...
No, the two apps – Fintso Partner and WealthMagic Advisor – are separate. Once you complete the subscription process on a laptop or desktop device, you can download the Fintso Partner app and start transacting.
Please see the video below: Begin your journey by logging into the admin user of your WealthMagic account on a laptop or desktop device Click on the Access Fintso button at the top right of your window. This will open a new window with the Fintso ...