SHAHDG

SHAHDG — Business App for Mutual Fund Distributors & IFAs SHAHDG is a dedicated business app for IFAs and Mutual Fund Distributors registered with SHAHDG. Manage your distribution business, track client portfolios, place online transactions, and grow your practice digitally — all from your phone. Access is limited to registered SHAHDG partners. You must log in with credentials provided by SHAHDG to use the app. WHAT YOU CAN DO 📊 Business Dashboard Get an asset-wise snapshot of your business — AUM, net investment, and performance across Mutual Funds, Fixed Deposits, Equity, and Insurance in one place. 💳 Online Mutual Fund Transactions (BSE integrated) Initiate and manage transactions on the go: • Purchase • Redemption • Switch • SIP • STP • SWP 👨👩👧 Client & Portfolio View • Family Folio — view client and family-level holdings • Net Investment — year-wise and scheme-wise detail • Segment & sector-wise portfolio breakdown • Client-wise transaction tracking 📈 SIP Reports Track Live SIPs, New SIP registrations, and expiring SIPs, with scheme-wise and client-wise detail. ⭐ Research Desk & Top Funds Explore Top Funds, Top Performers, Top SIP Schemes, and New Fund Offers (NFOs) to support your recommendations. 🏦 Fixed Deposit / Bond & Equity View FD and bond schemes, plus equity holdings and date-wise transactions. 🛡️ Insurance Manage General and Life Insurance business and renewals, with policy-level detail. 📑 Reports & Documents • Holding & Annual reports • Date-wise business reports • General and Financial document access 🧮 Financial Calculators Plan client goals with built-in calculators: Crorepati, SIP, Retirement, Child Education, Marriage, Dream Home, Dream Car, Dream Vacation, EMI, Family Protection, and Future Value. 🎨 Self-Branded Images Create and share marketing images branded with your own details to boost client engagement. 🔔 Reminders & Watch List Set reminders for renewals and key dates, and keep a personalised watch list of schemes. 🏢 Multi-ARN & Admin Tools Multi-ARN support with AUM, Business, and Client List views for admins and ARB users. WHY IFAs USE SHAHDG • Run your business anytime, anywhere • Faster client servicing and transactions • Clear, consolidated reporting Disclaimer: This app is meant only for IFAs and distributors registered with SHAHDG. Although due care has been taken, we do not guarantee the accuracy, completeness, or authenticity of the information provided. This app is a utility tool and shall not be construed as investment advice. We are not responsible for any discrepancies whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy, or completeness of the information. SHAHDG cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken on, any information appearing in this app or its website.