速報APP / 財經 / Indiabulls MF Saral Partner

Indiabulls MF Saral Partner

價格:免費

更新日期:2019-04-09

檔案大小:35.2 MB

目前版本:1.0.2

版本需求:需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。

支援語言:英語

Indiabulls MF Saral Partner(圖1)-速報App

Saral Partner App brings convenience for distributors to invest on behalf of the investors in the SIPs of Indiabulls Mutual Fund anytime, anywhere. Investment can be made for any of the life goals like wealth creation, for saving tax or for utilising your idle funds.Key Features

o Distributor On-Boarding to Mobile App

o Any Distributor empanelled with Indiabulls AMC wanting to use the Saral Partner app needs to on-board him/her using Mobile and OTP or Mobile and Password (2nd time onwards)

o OTP’s are dispatched to the distributor’s registered Email and Mobile No, enrolled and verified during empanelment

Indiabulls MF Saral Partner(圖2)-速報App

o Distributor initiated SIP (for New Customers)

o App offer a user friendly process of using your ARN and O TP/Password to start an SIP.

o Distributor can on-board a new customer to Indiabulls AMC, who is KYC compliant using this application

o Distributor initiated SIP (for Existing Customers)

Indiabulls MF Saral Partner(圖3)-速報App

o App allows distributor to quickly start an investment for an existing customer to Indiabulls AMC who has a active folio

o It also facilitates the PAN based folio search to start the investment

o Transaction History

o The dashboard will consist of all the transactions initiated by the distributor

Indiabulls MF Saral Partner(圖4)-速報App

o There will be 7 type of statuses with colour coding. ( Proposed, In process, Declined, Processed, Failed, Reversed, Expired)

o Distributor can search transaction by investor name

o Distributor can export an transaction statement specifying the date range for transaction, the statement will be dispatched via E-Mail to his/her registered id

Indiabulls MF Saral Partner(圖5)-速報App

支援平台:iPhone