A virtual branch for your investors
Investor Self Service Portal

Cross Sell, Up Sell To Your Investors

MindCraft's Investor Self Service Portal aims to function as a virtual branch of the Asset Management Company by providing for both financial as well as non-financial transactions such as purchase, switch, redemption, change of bank mandate etc. Using this solution, investors in a mutual fund can transact online as well as get access to their account statements. The solution adds value by submitting these transactions directly to the registrar thereby eliminating any operational maintenance for the Mutual Fund Company.

Our Investor Self Service Portal enables investors to purchase (using a payment gateway), redeem (into the redemption account) and switch reinvestment options for the various schemes offered by a Fund House. The product comes with hooks for integrating with IVR, Mobile Phones and other such channels. This is a web-based solution utilizing the web services facility provided by Registrar.

Offer A Hassle Free Investment Experience To Your Investors

Benefits

Direct Mutual Fund interaction channel for investors

NRI investment friendly

Reduced customer service with this channel

Accurate time-stamping of transactions

Transactions submitted directly to Registrar

Complete audit trail of purchase transactions

Reduced requests for account statements

Easy & instant-access to portfolio

Key Features

  • Comprehensive portfolio view for Investor
  • Generation of account statement
  • Powerful SWP with cancellation facility
  • Direct credit of redemption proceeds
  • Freedom of switching funds between schemes
  • Pre specified reinvestment/payout decision
  • Allows SIP investors to invest and cancel online
  • Option to invest in new funds introduced by the company
  • Summarized portfolio view
  • ‘Find out how you can benefit with IntiCraft’