Getting Started Guides

Creating Family of Clients
Your investors would usually like to view their investments as a family. This is because an Individual salaried person can invest in Mutual Funds on behalf ...
Mon, 28 Oct, 2019 at 1:34 PM
Merging Duplicate Clients
As you start using Mint for the first time you will have to perform some data correction activities like merging duplicate Investors and Creating Families. ...
Mon, 28 Oct, 2019 at 1:03 PM
Create a Relationship Manager
Invite your Team Depending on the size of your team, you do this as a first step in getting started with Mint or carry it out later when required. As your ...
Mon, 28 Oct, 2019 at 1:16 PM
Assign a Relationship Manager to your clients
After inviting your team members and creating some Groups, you can assign an RM to them. To do this go to Investor Lookup, select the desired Family Heads a...
Mon, 28 Oct, 2019 at 1:15 PM