How can I choose the right segment when adding a lead on the Partner Portal?
The segment decides which products your client can use once their account is open.
Where to find it: Leads > Add Active Lead > Choose Segment
Key points
- Broking + Mutual Fund: for clients who want to trade in stocks and also invest in mutual funds. A 3-in-1 account (bank, demat and trading) is opened. This is the option we recommend.
- Mutual Fund: for clients who only want to invest in mutual funds.
- If you are unsure, ask the client whether they plan to trade in stocks in the future.
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