Investments
18 Articles
How can I see fund returns, factsheets or risk levels before recommending a scheme on the Partner Portal?
How can I use a ready-made basket on the Partner Portal?
How can I place a mutual fund order for a single scheme through Single Fund Order on the Partner Portal?
How can I build a custom basket and place an order for a client on the Partner Portal?
How can I save a basket and reuse it later on the Partner Portal?
How can I choose between Demat and Physical transaction mode on the Partner Portal?
I see “T30 Trail” on each scheme, what does it mean on the Partner Portal?
How can I find which AMCs and schemes are available on the Partner Portal?
How can I get my client to approve a transaction on the Partner Portal?
How can I transfer a client’s existing MF holdings to my ARN on the Partner Portal?
How can I apply to an IPO for my client on the Partner Portal?
How can I set up a new mandate for a client on the Partner Portal?
How can I use the SIP Calculator and invest from it for a client on the Partner Portal?
How can I view active, upcoming and fixed maturity NFOs on the Partner Portal?
How can I place an NFO order for a client on the Partner Portal?
I want to know whether I earn anything when my client applies for an IPO on the Partner Portal?
How can I book a Fixed Deposit for a client on the Partner Portal?
How can I place a redemption, switch, STP or SWP for a client on the Partner Portal?