Pragati: By Tata Mutual Fund

Distributor app by Tata MF for partners to manage clients, SIPs & business.

Tata Pragati is the official distributor app from Tata Mutual Fund, designed exclusively for our partners to simplify, streamline, and supercharge their business. With an intuitive interface, advanced features, and real-time insights, the app empowers distributors and mutual fund advisors to manage their clients, monitor performance, and track business growth anytime, anywhere.

Whether you are an Independent Financial Advisor (IFA), distributor, or channel partner, Tata Pragati gives you the digital edge to serve your clients efficiently and scale your business with ease.

Key Features of Tata Pragati App:

1) Business Dashboard – Get a clear view of your sales, AUM (Assets Under Management), SIP book, and client performance in one place.
2) Transaction Tracking – Track ongoing transactions, pending requests, and client investments seamlessly.
3) Client Portfolio Access – View client details, investment history, and portfolio performance in real-time.
4) Growth Insights – Access performance analytics and business growth trends to make informed decisions.
5) Latest Updates – Stay updated with Tata Mutual Fund product launches, news, and important notifications.
6) Support & Assistance – Easy access to Tata Mutual Fund distributor support, ensuring smooth query resolution.

Why Choose Tata Pragati?
- Convenience – Manage your mutual fund distribution business from anywhere.
- Efficiency – Save time with simplified processes and instant portfolio insights.
- Growth-Focused – Get business intelligence tools to track and expand your SIP book and client base.
- Trusted Brand – Backed by Tata Mutual Fund.

Tata Pragati is not just an app, but your business growth partner. Whether you are helping clients plan investments, monitoring their SIPs, or looking to expand your distribution network, the app equips you with the tools you need to succeed in today’s digital-first world.

Who Can Use Tata Pragati App?
1) Mutual Fund Distributors
2) IFAs (Independent Financial Advisors)
3) Channel Partners and Financial Product Distributors

Download Tata Pragati App today and experience a smarter, faster, and more efficient way of managing your mutual fund distribution business. Grow with Tata Mutual Fund, grow with Tata Pragati.

*Mutual Fund Investments are subject to market risks, please read all scheme related documents carefully.