Holding Report: Clear, Real-Time Portfolio Insights
Deliver accurate, real-time holdings with valuations, returns, and scheme-wise insights—built for both investors and distributors.
Rajiv S•Tue Mar 03 2026
Features
SIP + Bulk SIP: Powerful, Flexible Recurring Investments
Create, modify, pause, resume, or cancel SIPs with support for daily and monthly frequencies—plus bulk SIP creation for single or multiple investors.
Rajiv S•Tue Mar 03 2026
Switch & STP: Smarter Portfolio Rebalancing (Coming Soon)
Enable investors and distributors to move investments seamlessly across schemes—amount, units, or full switch—plus upcoming STP automation for long-term portfolio management.
Rajiv S•Tue Mar 03 2026
One Time Purchase + Batch Orders: Fast, Flexible Lumpsum Investing
Enable investors and distributors to place one-time purchases across single funds, multiple funds, and batch orders—powered by seamless payments and smart assisted flows.
Rajiv S•Tue Mar 03 2026
Redemption + SWP: Smooth Withdrawals for Every Investor Journey
Enable investors to redeem instantly—partial, full, amount-based, or unit-based—while distributors get assisted workflows with consent-driven control. SWP support coming soon.
Rajiv S, Manasa M•Tue Mar 03 2026
Onboarding + KYC: Seamless Digital Verification for Modern Investors
It collects PAN, personal details, address, bank info with verification, and nominees. Residents Individuals complete KYC via Aadhaar OTP + eSign. NRIs can be onboarded and transact, even without Aadhaar KYC. Smooth, compliant, and conversion-friendly.
Rajiv S•Tue Mar 03 2026
