A Seamless & Technology Driven Client Experience
We combine personalized service with modern technology to offer clients a smooth, transparent and convenient experience.
NJ E-Wealth Account
Smart, Fast & Convenient Transactions
As a client of LYCHi TFS, you can enjoy some big, tangible benefits. Our platform enables clients to transact seamlessly across multiple investment products through digital and assisted channels.
Services include:
-
Mutual Fund Transactions
-
SIP/STP Registrations
-
Portfolio Reporting
-
IPO Applications
-
Equity & ETF trading
-
Online and Mobile Access
-
Assisted Offline Support
With a highly efficient and user-friendly ecosystem, clients enjoy convenience, speed and operational ease.
Client Desk (Wealth Management Desk)
Our secure Client Desk provides a consolidated view of your investments and financial holdings across multiple products and family members.
Features include:
-
Real-time portfolio tracking
-
Consolidated family potfolio view
-
Secure online access
-
Detailed reports and analytics
-
Anytime, anywhere accessibility across devices
The platform empowers you with greater visibility, organization and control over your financial life.
