WRAP App for Partners (Beta)

Invest Smart with the all-new WRAP by Religare. Optimize your investment management with Dynami Wrap. Stay on top of your targets, monitor market trends, and take action through real-time alerts. Apply for financial products, manage risk, and enhance client relationships using built-in CRM tools and detailed reports. Why WRAP? View Summarized Dashboards for latest information Track both your indicative and actual targets with ease. Dive deep into Volume, Revenue, and AUM data at different frequencies to uncover trends and gain valuable client insights. Use the client snapshot to better understand and monitor client activations. Access Risk Reports and Margin information Strategize your trades with real-time Risk reports, up-to-date Margin data, and comprehensive collections information. Take swift actions through timely alerts Leverage the Alerts section to take swift action based on key parameters and stay ahead of critical events Access multiple products and transact on behalf of customers Apply for and track IPOs/NCDs, and manage Mutual Fund transactions on behalf of your customers—all from a single portal. Transact over 5,000 mutual funds, including large-cap, mid-cap, and small-cap, all in one place. Accelerate customer support through real time reports and CRM Access and download Portfolio, Back Office, and Depository reports for your customers. Resolve customer queries efficiently through the Support section by connecting with the appropriate teams. Get a 360 degree view of any customer Access comprehensive customer information with a detailed Client Overview. Check Partner Reports View and analyse your monthly revenue reports with ease. Share Co- Branded Promotion Share co-branded creatives with customers and prospects to amplify your reach and visibility.