December 12, 2025
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.
Lumpsum orders are one of the most frequently executed mutual fund transactions. MFStack makes them faster, cleaner, and far more flexible—whether an investor is placing a simple single-scheme purchase or a distributor is executing multiple orders at scale.
This feature is built for both self-service journeys and assisted distribution, with upcoming enhancements that make bulk investing even more powerful.
What Investors Can Do
1. Invest in a Single Fund
A quick, guided flow where investors select a scheme, enter amount, and pay instantly via:
- UPI
- Netbanking
Payment via mandate is also coming soon, enabling no-payment-step purchases.
2. Invest in Multiple Funds
Investors can add several schemes to a single order session, simplifying diversified lumpsum investing without repeating steps.
3. Baskets (Coming Soon)
Predefined or custom baskets that bundle multiple schemes into a single purchase experience:
- Ideal for thematic investments
- Reduces decision fatigue
- Gives distributors a tool to push curated recommendations compliantly
Distributor Capabilities
1. Initiate Purchases for a Single Investor
Distributors can start the order on behalf of an investor, and the investor completes it via a consent-driven approval step—fully compliant and seamless.
2. Batch Orders for Multiple Investors (Coming Soon)
A high-impact workflow that allows distributors to:
- Upload or select multiple investors
- Assign schemes and amounts
- Trigger orders in bulk
- Collect consent digitally for each investor
Perfect for campaigns, market dips, or model-portfolio pushes.
Additional Functional Capabilities
Real-Time Validation
Scheme eligibility, folio mapping, and cutoff checks happen instantly to reduce rejections.
Retry Purchase (Coming Soon)
If payments fail or investors drop off mid-journey:
- They can resume the order
- No need to rebuild the flow
- Distributor sees status updates in real time
Assisted + Self Service Unified
Both flows share the same backend logic, ensuring:
- Accurate tracking
- Better reconciliation
- Cleaner investor communication
Why This Feature Matters
- More transactions completed thanks to faster flows and fewer drop-offs
- Greater flexibility with multi-fund purchases and upcoming baskets
- Distributor efficiency with assisted orders and batch workflows
- Future-ready with mandates, baskets, and retry logic in the pipeline
MFStack gives both investors and distributors a powerful, modern way to execute one-time purchases—scalable for large AUM operations yet simple enough for first-time users.