Account Opening-MF
Why SIP order rejected?
There should be 30 days gap between FOT (First order today) and SIP Start date. When client place the FOT order and select the SIP start date ask them to select the date after 30days (excluding Saturday, Sunday and other Holidays)
How to resume sip ?
You can login to mf.indiainfoline.com _Holding_ Ongoing SIP_Click on SIP Registration Book_Select Mandate action_Select sip_Pause SIP
How Placed through Mandate mode ( DIGIO / TPSL )
If client placed the order TPSL / DIGIO Mandate through. Order confirmation OTP received to client after OTP confirmation lusmum / SIP order has been process. Client not received payment conformation link. Direct going for auto debit. (Only account ...
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, ...
Do I need to upload a client’s signature for onboarding?
• Digital Journey: No, if the client selects the Digital Journey and their bank account is verified through a penny drop, no signature upload is required. • Physical Journey: Yes, if the bank verification fails or if the client opts for the Physical ...
How is joint account opening improved?
Yes, the new system supports the digital onboarding of minor clients.
Can minor clients be onboarded digitally?
Yes, the new system supports the digital onboarding of minor clients.
How many nominees can be added in the new journey?
Users can add up to three nominees to an account
What are the key features of the new onboarding process?
• Digital Onboarding: Clients can be onboarded completely digitally if they select the Digital Journey. No signature upload is required if the bank account is verified through a penny drop. • Physical Journey: If the client selects the Phygital ...
What is the new Client Account Opening Journey?
The new Client Account Opening Journey is a fully digital onboarding process designed for KRA-compliant clients. It simplifies the account opening process and enhances the user experience
How do I get to know the new Platform AUM figures are more accurate?
This is more accurate, and to validate this, you can download the Client-wise AUM report from Reports > MIS > Client-wise AUM report and validate the samples with the respective clients' portfolio reports, also for additional check the valuation can ...