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Customized Online Investing Solution for our Chairman Circle’s Platinum Members

Enhance customer delight with a unique online investment solution for your website. Allow investors to make mutual fund transactions, track their investments, and access personalized features. Co-branded link and all transactions mapped to your ARN. Available in multiple languages.

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Customized Online Investing Solution for our Chairman Circle’s Platinum Members

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  1. Customized Online Investing Solutionfor ourChairman Circle’s Platinum Members

  2. The Solution • Allow your investors to make mutual fund transactions using the online platform • Allow your investors to track their investments • Enhances customers delight

  3. Unique Application for your website • Co Branded link on your website • All transactions mapped to your ARN

  4. Create a reference on your Website

  5. Redirect your customer to the Online Application Page Co branded with your name

  6. Features of Application

  7. Feature 1 : Track Your PortfolioGet an overview of your - current balance and - gain / loss at a total portfolio level folio and/or at individual folio or scheme level.

  8. Feature 2 : View Transaction History:Query &View all transactions ( purchase / redemption/ switch / dividend payout )by any type for any period of your choice.

  9. Feature 3: Make a Transaction:- Make a fresh purchase.- Redeem Units.- Switch Units. - Systematic Transfer Plan (STP) - Systematic Withdrawal Plan (SWP).

  10. Transaction Page

  11. Wide range of banks for Online Payment ( 19 banks)

  12. Feature 3: Analyze Scheme Performance:- Analyze performance using charting tools- Performance simulator

  13. Analyze Scheme Performance

  14. NAV History

  15. Dividend History

  16. Benchmark Performance

  17. Feature 5 : Manage My Account:- Add more folios, - Change your personal details

  18. Manage My Account

  19. Feature 7 : Set TriggersSet a Trigger and take action in line with market changes.

  20. Set a Trigger

  21. Instant Online Activation:Activating a Online account is simple & convenient.Follow four simple steps of:Step 1 : Online verification of folio number and email ID.Step 2 : Online Verification of account details.Step 3 : Set up secret question.Step 4 : Use the IPIN to activate the account.

  22. IPru Mobile:Now, track your investments and much more on your mobile.

  23. Thank You

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