Distributor
Distributor Web Portal- Distributor Mobile App
- Distributor Assisted Onboarding
- KYC (RI only)
- RM roles
- Carts
- Mandates
- Onboarding of KYC-Compliant Investors
(RI, NRI, Non-Individual)
- Distributor-Initiated Transactions
(Lumpsum, SIP, Redemption, Switch, STP, SWP)
Investor
- Investor Web App
- Distributor Mobile App
- Investor Onboarding/KYC
- Calculators
- Transactions
- Risk profiling
- Goal planning
- Reports (Capital Gains, Holdings,
Transaction History)