How can I save a basket and reuse it later on the Partner Portal?
If you often recommend the same set of schemes, save the basket once and reuse it for any client.
Where to find it: Invest in MF > My Saved Baskets
Steps
- While building a basket, use the Save option to save it.
- To reuse it, click Invest in MF and select My Saved Baskets.
- Pick the saved basket and initiate the order for your client.
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