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Admin, RM, Client - Coggle Diagram
Admin
Configuration
Advisory
Model Portfolios
Investment Themes
Business
BSE Star
RTA Uploads
Sign Up
RM Creation
Client Mapping
Business Stats
RM
Fund Research
Fund Screener
Fund Comparison
Fund Ranking
Fund Card
Fund Scrips
Holdings Stats
Fund House
Favorite Funds
Client Access
Advisory
Goals
Investment Themes
Model Portfolio
Risk Profiling
Reports
Analytical
Normal
Transactions
Purchase
Redemption
Switch
Systematic
Inputs
External Asset Creation
Asset Mapping
Client On Boarding
RTA
New
Portfolio Analytics
One Time Vs SIP
MF Vs BM
Client
Initiate
Goal Planning
Investments
CAS Upload
View
Portfolio Reports
Analytical
Normal
Advisory
Risk Profile Report
Financial Health Report
Goal Reports & Tracking
Transactions
Cart
History
Input
External Asset Input
Asset Mapping
Act
Transaction Approvals