Customized Online Investing Solution for our Chairman Circle’s Platinum Members

The Solution Allow your investors to make mutual fund transactions using the online platform Allow your investors to track their investments Enhances customers delight

Unique Application for your website Co Branded link on your website All transactions mapped to your ARN

Create a reference on your Website

Redirect your customer to the Online Application Page Co branded with your name

Features of Application

Feature 1 : Track Your Portfolio Get an overview of your - current balance and - gain / loss at a total portfolio level folio and/or at individual folio or scheme level.

Feature 2 : View Transaction History: Query & View all transactions ( purchase / redemption/ switch / dividend payout ) by any type for any period of your choice.

Feature 3: Make a Transaction: - Make a fresh purchase. - Redeem Units. - Switch Units. - Systematic Transfer Plan (STP) - Systematic Withdrawal Plan (SWP).

Transaction Page

Wide range of banks for Online Payment ( 19 banks)

Feature 3: Analyze Scheme Performance: - Analyze performance using charting tools - Performance simulator

Analyze Scheme Performance

NAV History

Dividend History

Benchmark Performance

Feature 5 : Manage My Account: - Add more folios, - Change your personal details

Manage My Account

Feature 7 : Set Triggers Set a Trigger and take action in line with market changes.

Set a Trigger

Instant Online Activation: Activating a Online account is simple & convenient. Follow four simple steps of: Step 1 : Online verification of folio number and ID. Step 2 : Online Verification of account details. Step 3 : Set up secret question. Step 4 : Use the IPIN to activate the account.

IPru Mobile: Now, track your investments and much more on your mobile.

Thank You