How can I view active, upcoming and fixed maturity NFOs on the Partner Portal?

The NFO page lists every New Fund Offer available to your clients, grouped by status.

Where to find it: Invest in MF > NFO, or Dashboard > NFOs

Steps

  • Click Invest in MF and select NFO, or click NFOs on your Dashboard.
  • Use the tabs to switch between Active NFOs, Upcoming NFO / FMPs and Fixed Matured Plan.
  • Check the plan, transaction mode, category, open and close dates, T30 Trail and minimum investment.

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