Designed for seamless end-user experience, these platforms support a comprehensive suite of financial and non-financial operations:
- Financial Transactions: Standard execution of Lumpsum Purchases, SIPs, SIPs with First Installment, Booster SIPs, Switches, STPs, SWPs, and Redemptions—along with support for specialized bundled products.
- Multi-Scheme Carting: Investors can select multiple schemes across offerings and execute them in a single, streamlined checkout transaction.
- Non-Financial Operations: Comprehensive account onboarding supporting Folio Creation across individual (Sole & Joint), Minor, NRI, HUF, and Institutional categories. Fully compliant with PEP Declarations, FATCA Declarations, and Nominee Registrations.
- Statements & Reporting: Instant downloads or email delivery of Portfolio Summaries, Consolidated Account Statements (CAS), and Capital Gains Statements (CGS) across customizable date ranges.
