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What does the Mutual Fund Opportunities tab show, and how does it help Authorised Persons manage SIP-related issues?

What does the Mutual Fund Opportunities tab show, and how does it help Authorised Persons manage SIP-related issues? 

The Mutual Fund Opportunities tab surfaces three key SIP-related client categories: 

Failed SIPs — SIP installments that didn't go through, so Authorised Persons can follow up before the client's investment plan is disrupted. 

Cancelled SIPs — SIPs that clients have discontinued that flag a potential re-engagement opportunity. 

Clients without SIPs — Clients who haven't set up a SIP at all that represent a clear cross-sell opportunity 

Each category shows a detailed count so APs can quickly spot and resolve SIP disruptions or pitch new SIPs to the right clients. 

Never Miss a SIP Opportunity 

All SIP in one place to turn every gap into a follow-up or cross-sell opportunity.


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