01
Companion App
Seamless Integration
Works alongside your Distributor App as a dedicated investor-facing portal. Distributors initiate, investors authorize — simple and secure.
Web BasedWhite LabelledCompanion AppOne-Click ApprovalSecure Authorization
Distributor Initiated Transactions, Investor AuthorizedA white-labelled companion web app that lets you initiate transactions on behalf of your investors. They simply review and approve — making mutual fund investing effortless for everyone.
DIT Features
Simplify transactions for your investors.
You handle the details, they handle the approval. A streamlined workflow that makes investing easier for your clients while keeping you in control.
02
Branding
Fully White Labelled
Your brand, your domain, your identity. Investors see a professional platform that represents your business, not ours.
03
Transactions
Supported Transactions
SIP, lump sum, and redemption transactions — initiated by distributors and authorized by investors with consent-driven approval. Switch, STP & SWP coming soon.
04
Authorization
Secure Investor Consent
Consent-driven authorization ensures investors approve every transaction. Digital signatures for complete compliance.
05
Portfolio
Holdings & Statements
Investors can view their complete portfolio, track performance, and download statements — all within your branded environment.
06
Workflow
Streamlined Operations
Distributors handle the complexity while investors enjoy a simple approval flow. Faster transactions, happier clients, better relationships.