Dashboard & Points

16 Articles
How can I read the Total Points and Current Month Points figures on the Partner Portal? How can I act on Pending Actions such as KYC Pending and Awaiting First Investment on the Partner Portal? How can I see how my points are calculated on the Partner Portal? I see a Clients at Risk section, which redemptions and SIP stops are counted in it on the Partner Portal? How can I redeem my points and what can I redeem them for on the Partner Portal? How can I earn points on Fixed Deposits on the Partner Portal? I see “behind vs last month”, what is it being compared against on the Partner Portal? How can I see my Total Assets split between Mutual Fund, Stocks (India) and US Stocks on the Partner Portal? How can I track New Clients, Active SIPs and Net Sales (MF) on the Partner Portal? How can I earn the 1,500 activation points for a new client on the Partner Portal? I want to know whether “25 points” on gross brokerage is per rupee or per trade on the Partner Portal? I want to know whether my points expire at the end of the financial year on the Partner Portal? I see Revenue Earned for last month and points for this month, why are they different periods on the Partner Portal? I want to know the difference between Active Clients and Total Clients on the Partner Portal? How can I understand Net Assets Added for Stocks (India) and US Stocks on the Partner Portal? I have clients who redeemed, do redemptions reduce my points on the Partner Portal?