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

Slides:



Advertisements
Similar presentations
NAIC Portfolio Record Keeper
Advertisements

Technology Platform For Professional IFAs Welcome To Advisor Platform URL to Access Advisor Platform
ONLINE TRANSACTIONS!! Transaction with Ease… Anytime, Anywhere!!!
Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.
Tax Refund Prepaid Card Solution For: Fast. Reliable. Worldwide.
11 Vodafone Turkey MobileWallet (M-Wallet) Application June 2013.
Registration Register in angel eye from here. Angel & non-Angel clients can register and benefit from the application.
Fixed Income- Basics SBI Mutual Fund Distributor Module.
3 EASY STEPS TO LAUNCH YOUR PROGRAM The Bank announces the Rewards Program on their Website and through cardholder Online Banking. Step 1 We publish Your.
The Smart Investor’s Choice.  The Goal of Most Investors it to Buy when the prices are Low, and Sell when the prices are High  Sounds simple, but trying.
Online Payments Module © Copyright Tucasi Ltd.
Page 1 Customer Platform: Basic Services Intuit Financial Services University Business Banking Certification Training.
How to invest in MF online?. Mutual Funds pool savings of a number of investors under a scheme and invest the same in a variety of.
But he could not visit branch to manage his policy amidst his BUSY SCHEDULE Thankfully, Mr. Mahesh can NOW manage His insurance policy at his fingertips.
 Keep your mobile in silence mode.  Do not use any electronic gadgets.  Settle yourself in a noise free location during online presentations.  Don’t.
We make it easier for businesses of all sizes to safely accept checks transmodus offers clients automation utilizing our online processing platform for.
 Our Focus :- Fulfill Investor’s Financial Goals & Value Added Services  Our Strategies for Saving & Investment for investors  Financial Needs based.
Slide 1 of 47 ©2011 NBFG\ Retail Branches Applications Support Online Services Presented by François Bourgeois – (514) or (3134)
Mastercard Internet Gateway Service (MIGS) – Test demonstration
Financial Head Start. Why care? It’s Your MONEY 2.
Webindia Master is a full-service web design company. We provide e-commerce solutions, web design, online marketing. If you need help with branding or.
An overview of our department’s self managed services
Internet Banking Standard and Standard-Hybrid Registration Intuit Financial Services University Internet Banking Certification Training.
Funds Payin & Payout You can do Funds Payin & Payout 2 ways. One through Pointer Software and another one through Website Client login. Client login Link:
© 2008 Authorize.Net 1 Welcome to Authorize.Net New Reseller Overview 2008.
At the login page, you will enter the following: Click “Logon” Do not use dashes in User ID.
A Beauty Salon Management Key Features of The Product:  Masters  Employee salary management  Product stock management  Services and package management.
Jim Cunningham, Sr. Engineering Manager Todd Sieber, Integrations Wizard Lab: Adding PayPal to Existing VeriSign Solutions.
Delight QuickBooks Online Banking Internal Support Training QuickBooks Windows 2009/2010 Online Banking.
BASIC OF MUTUAL FUND. WHAT IS A MUTUAL FUND ? A mutual fund is a pool of money collected from many investors and is collectively managed by an asset management.
ONLINE TRANSACTIONS!! Transaction with Ease… Anytime, Anywhere!!!
1 NetBank Saver Hugh Harley Group Executive 6 June 2005.
Healthy Employees... Healthy Business 1 Tips and Techniques for getting the most from your BlueAccount HSA Presented to: Evangelical Presbyterian Church.
Kardashian Kard “Take Us With You Everywhere”. What is It? Credit Card/ Debit Card Pre-Paid Both Online (Mobile) and Offline Payments.
How to read your account statement presentation How to read your account statement.
How to Start Selling Your Products Online A Checklist for Success! Danny Rocks, The Company Rocks.
Welcome to We have done this to prove our commitment towards Financial Advisory with highest standards of services.
Confidential and Proprietary Information © 2014 Express Scripts Holding Company. All Rights Reserved. 1 Confidential and Proprietary Information © 2014.
Welcome to Digital Cookie. Welcome to Digital Cookie! At this point in your Digital Cookie experience: o You have set up a website that allows customers.
Trade Now Select Product Login ID Login Password Submit.
WHAT IS MUTUAL FUND ??  It is a trust that pools the savings of a number of investors who share a common financial goal.  A diversified, professionally.
Step 2 – Register a Card To register a UR Card, you can send an to or fill out the registration form at one of our awesome
MOBIRELOAD …Reloading your pockets. ABOUT US Hey there! Mobireload, a business unit of MOBIRELOAD IT SERVICES, focuses to build an innovative and unique.
Where Should I Put My Money? Choosing a Financial Institution.
Presenting NJ Trading & Demat Account Presenting Power for Your Investments.
Add Company Slug Line On Master Add Company Logo On Master Add Photo On Master by hfbadvertising.com ADD DISCLAIMER HERE Partner with a Leader Adding value.
Online Banking System. Introduction Online banking is the practice of making bank transactions or paying bills via the Internet. Thanks to technology,
COMPANY NAME.
Track HDFC Loan Status Online
More Details Contact: , , COIMBATORE VENTURA ONLINE BACK OFFICE More Details Contact: , ,
Mobile App – For iOS and Android Devices
SAVINGS BANK ACCOUNT: A BIG OPPORTUNITY. SAVINGS BANK ACCOUNT: A BIG OPPORTUNITY.
What is the procedure to Invest in Mutual Funds?
HollisWealth Referral John Lopes - Senior Manager, National Business Development October 1, 2014.
ONLINE BANKING ON YOUR PHONE
Affiliate Advantage How to
Bill.com Overview for [CLIENT NAME]
The Episcopal Church Foundation
Building a Wealthy Tomorrow!
PayPal (Payment Gateway) in HotSpot Express Software
Payment Requirements for Emerging Markets
The Complete Solution for Group Management
Investor Platforms.
WorldWidePIN Corporation
The Pegasus Equity Portfolio Dashboard The Pegasus Dashboard component is provided to all Pegasus customers FREE of charge. The Pegasus Dashboard.
COMPARATIVE ANALYSIS OF MUTUAL FUNDS
Member portal overview
Member portal overview
WELCOME TO YOUR PERSONAL FINANCIAL PORTAL
Member portal overview
Presentation transcript:

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