Mumbai: +91-(022)-41129999, 25909919, 25914669, 25919252

Pune: +91(020)-24218841, 24218842, 24230000

Distributor Portal

For an Asset Management Company to help its distributors create their own customized web-presence, using a cost effective shared-space portal that they can use to provide their own clients with superior and differentiated service.

About

  • Distributor registration
  • Landing Page
    • Distributor’s Public information section
      • Marketing related information:
        • Notifications:
        • Latest News:
        • Downloads
    • Distributor’s private information section
      • Campaign participation figures
    • Target Advertising
    • Latest Five Purchase & redemption transactions
  • Investor Management section
    • Client’s Group management
    • Client’s portfolio details
    • Client’s Transaction History
    • Client’s transaction Alert
      • Track the SIP transactions
      • Track the high value redemption transactions
      • Account Statement
  • Business Snapshot and MIS reporting section
    • AUM report
    • Gross Sales Report
    • Net Sales Report
  • Marketing and Sales Platform
  • Knowledge Center section
  • Communication channel with AMC experts
  • Mailbox facility

Technology

  • Microsoft .NET
  • C#
  • Database - Oracle 11g
  • AJAX
  • Crystal Reports for Web