What is new in the Mutual Fund Reporting Platform?
The updated platform offers several enhancements, including:
1. Real-time Dashboards: Updated by 10:30 AM instead of the previous end-of-day update.
2. Improved SIP Book Accuracy: The system tracks SIP failures and marks them as inactive after three consecutive failures.
3 Better Suspense Record Handling: Enhanced checks ensure accurate mapping of suspense transactions.
4 User-Friendly Interface: A cleaner and more intuitive UI for improved experience.
5 Additional Dashboards: Enhanced tracking for RM/MAs to monitor business effectively.
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DDPI for Mutual Fund
DDPI now covers Mutual Fund Redemption , buy back etc DDPI now covers all transactions including (Sell, Pledge, MF redemption and Buy Back), there is no requirement to submit Physical Additional POA.
DDPI for Mutual Fund
DDPI now covers Mutual Fund Redemption , buy back etc DDPI now covers all transactions including (Sell, Pledge, MF redemption and Buy Back), there is no requirement to submit Physical Additional POA.
How to buy Mutual Fund ?
To register Mutual Fund Lumpsum/SIP, you can follow the steps mentioned below: Through IIFL Mobile App(Client Login): Open the menu on IIFL Markets App. > Click on Mutual Funds. > Select Buy MF/SIP > Click on Buy for Lumpsum order > Click on SIP to ...
How to change Mutual Fund (MF) SIP Mandate from Ledger to Savings ?
You can change the Mutual Fund SIP mandate from ledger to savings, following the steps below: Login via MF website -> Dashboard -> Holdings -> Ongoing SIP -> Mandate Action -> Change Payment Mode -> Tap on ‘Yes’ -> Choose existing mandate / create ...
When can I place the order on the new platform?
For Mutual Fund clients, after onboarding, if the client’s KYC status is validated and the bank is verified, they can place an order Post15 minutes of activation. Special Note: Post our bank verification, the exchange also performs bank verification, ...