LKP Advisor for Employees

Features LKP Advisor for Employees

One login which gives a quick & easy access to LKP Employees to improvise on their existing client’s investments by providing solutions that helps monitoring the investments in Mutual Funds.
Also helps employees to search funds & see the top performing funds, business progress dashboard, earnings, closed funds, terminated mutual funds, online transactions, etc.
SIP Calculator: Estimate SIP returns through our Systematic Investment Plan performance calculator, simply select the investment duration and the installment amount to get an estimate of what client’s investments would have amounted to today basis the schemes past performance.Single login where employees can see a holistic view of client’s wealth portfolio Client follow-ups are made easy and simple on this as well.
AUM reports can be viewed as client wise, date wise, etc.
Pre-filled, fillable forms are available for download for various investment option as per client’s requirement.