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

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

Investor Portal

For an Asset Management Company to reach its investors, distributors and partners directly, provide product information; and direct investment transaction capability to investors.

About

  • Information on product features and tools for the users (investors)
  • Registrar data Feeds integration
Fund Performance analyzer
  • NAV History
  • Dividend History
  • Register for NAV mails
  • Account Statement
  • Track Transactions
Investor facilitation Center
  • I-PIN Registration
  • Link I-PIN to the user ID
  • Login
  • View portfolio details
Transact online capability for investors
  • Additional Purchase
  • Redemption
  • Switch
Other Services
  • Link I-PIN to the user ID
  • Login
  • View portfolio details
  • Transaction History
  • Pending Transactions
  • Track your Transactions
  • Manage My Account
Administration Module
  • Login
  • User & Rights maintenance
  • NAV upload
  • Scheme upload
  • Manual NAV update
  • Scheme-wise Cut off Master
  • Scheme Dividend Upload
  • Investor Folio Activation with View & Trade rights
  • Manual Transaction Deletion
  • Branch Master
  • Online Transaction Reconciliation

Technology

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