FinTrust Creations

FinTrust Back Office

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FinTrust Creations

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Clients

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Reports

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👋 Welcome to FinTrust Back Office

Manage clients, track investments, and view portfolio reports — all in one place.

⚡ Quick Actions

📌 What You Can Do Here

✔ Maintain complete client records

✔ Track SIP, Lumpsum & SWP investments

✔ View consolidated client portfolios

✔ AMC-wise & Scheme-wise summaries

✔ This platform operates in secure online mode to ensure real-time data accuracy and reliable synchronization.

💡 Tips

• Use Reports tab to send statements via WhatsApp or Email.

• Online mode enabled for real-time data accuracy.

• Optimized for mobile usage.

Add Client

Name

Mobile Number

Email ID

PAN Number

Date of Birth

KYC Status SelectCompletedPendingNot Done

Risk Profile SelectConservativeModerateAggressive

Address

Client List

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Add Investment

Client Name

AMC Name

Scheme Category

Scheme Name

Investment Type Select SIP Lumpsum SWP

Amount

NAV (optional)

Folio No (optional)

Joint Holder

Nominee

Category Select Resident Indian NRI

Status Select Active Stopped Redeemed

Bank Account No

Bank Name

MICR No

IFSC Code

Pay Mode Select Warrant Active

Current Value

Address (auto-filled from client or enter manually)

Date

Notes (optional)

Investment List

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Portfolio Summary

💼 Total AUM: ₹ 0

📈 SIP Total: ₹ 0

💰 Lumpsum Total: ₹ 0

Consolidated Client Statement

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AMC-wise Summary

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Scheme-wise Summary

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Edit Client

Name

Mobile

Email

PAN

DOB

KYC SelectCompletedPendingNot Done

Risk SelectConservativeModerateAggressive

Address

Edit Investment

AMC Name

Scheme

Scheme Category

Amount

Date

TypeSelectSIPLumpsum

NAV

Folio

Joint Holder Nominee Category Select Resident Indian NRI Status Select Active Inactive Bank Account No Bank Name MICR IFSC Pay Mode Select Warrant Active Current Value

Address

Notes

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