AnandRathi MutualFunds–Client 4.0.35

The experience of managing mutual fund investments has significantly evolved, providing a more efficient and user-friendly platform for investors.

Seamless Onboarding: Users can register quickly within 90 seconds, enabling them to embark on their mutual fund journey with minimal delay.

Single Point Access: The platform offers a streamlined process for investing in various mutual fund schemes, ensuring that online transactions are both quick and straightforward.

Transactions: Investors can execute various transaction types, including lump sum investments, Systematic Investment Plans (SIP), switching between funds, redeeming units, and utilizing systematic transfer plans (STP) and systematic withdrawal plans (SWP) for both new and existing folios.

Improved Security: The application employs enhanced security measures, allowing users to secure their mutual fund accounts using biometric authentication and MPIN.

Payment Options: A variety of payment methods are available, enabling users to invest in multiple mutual fund schemes through a single fund transfer directly from their registered bank account.

Tracking and Monitoring: Real-time access to order status and mutual fund portfolios is provided, facilitating effective management for both individual and family accounts.

Reporting: The platform allows for quick access to comprehensive reports detailing mutual fund portfolios, which enhances transparency and understanding of investments.

KYC/Holding Mode: An online KYC registration option is available, allowing clients who are already KYC compliant to avoid redundant verification. Additionally, users can manage units in physical mode without necessitating a demat or trading account.

NFO Transactions: The ability to transact in ongoing New Fund Offers (NFOs) is also integrated into the platform, along with features to monitor upcoming NFOs.

For further assistance and inquiries, users can reach out to customer support via email at [email protected] or by calling 1800 420 1004 / 1800 121 1003.

This platform presents an innovative solution for investors seeking a comprehensive and flexible approach to managing their mutual funds effectively.