Mumbai: +91-(022) 41129999

Pune: +91-(020) 24218841

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