Partner - Green Candle
iOS app by Green Candle Moneymart Private Limited. Finance · Green Candle Moneymart Private Limited
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 35
- Listing last refreshed
- 2026-09-09
View the original store listing
Store description excerpt
Partner - Green Candle is the official mobile application designed exclusively for Mutual Fund Distributors (MFDs) and Partners of Green Candle Moneymart. Our comprehensive partner portal simplifies business operations, helping financial advisors track client investments, monitor portfolio performance, and manage client requests on the go. Key Features for Partners: • Client Portfolio Tracking: View comprehensive portfolio summaries, holdings, asset allocation, and overall capital gains for all onboarded clients. • Client Management: Effortlessly view client details, mandates, systematic investment plans (SIPs), and transactions. • Business Analytics & Insights: Access detailed financial reports, track monthly SIP flow, transaction statuses, and business performance metrics. • Transaction History & Orders: Real-time tracking of purchase, redemption, SIP, and switch orders processed through the platform. • Partner Profile & Custom Branding: Manage business profile details, bank accounts, team members, and document compliance effortlessly. • Instant Notifications: Stay updated with real-time notifications on client activities, order status updates, and important alerts. Grow your mutual fund distribution business with speed, accuracy, and confidence using Partner - Green Candle.
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