On boarding software

Bulk On boarding

Welcome numerous numbers of investors at a same time with no extra formalities and heavy documentations.

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Sort AMC’s

Categorize and choose among the top AMC’s to encourage clients for making investment in the recommended schemes.

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Transaction Log

Go through the transactions history anytime to access the details of past investments and can also verify the authenticity.

SIP management software


Set up a mandate account of investors to ensure scheduled payment of SIP installments on due date to regulate consistent investments.

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Multiple Transactions

No limits on performing transactions to experience the high rate of market returns through buy, sale, and switch.

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Uninterrupted Process

Smooth process throughout the completion of transaction with convenient payment gateway.

NFO Purchase

Give your clients an option to subscribe NFO directly from the same platform launched by any AMC with no complexities. This feature is separately made available for the advisors to attract and register prospective clients for dealing.

  • Place quick NFO order through the form available on portal.
  • Classify different AMCs under multiple ARNs.
  • Few clicks to own NFO investments.
  • Choose and select from a wide range of best AMCs.
  • Consider nature of securities as debt and equity before investment.
  • Option to make fresh or additional investment.
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Smooth Line Transactions

Numbers of transactions can be smoothly performed in consistent manner with no errors. You can deal with vivid clients at a single time and may also apply positions on client’s behalf with their consent.

  • No occurrence of errors between the transaction processes.
  • Secured payment gateway to prevent cyber theft.
  • One click transaction initiation.
  • Easy to invest in SIP/STP/ SWP.
  • Availability of performance history before switching.

Multiple ARN Solutions

Get advance level solutions in order to eliminate every issue on the initial stage and make your clients permanent through serving effective services. Assist your clients to secure fruitful returns while avoiding the risk of loss.

  • Control transactions and redemption on client’s desk.
  • Easy to map existing clients on the portal.
  • Upload account opening form after getting completed from investors.
  • Fewer formalities in switching schemes.
  • Simple interface to purse operations.
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