Customized Online Investing Solution

for our

Chairman Circle’s Platinum Members

The Solution

• Allow your investors to make mutual fund transactions using the online platform

• Allow your investors to track their investments

• Enhances customers delight

Unique Application for your website

• Co Branded link on your website• All transactions mapped to your ARN

Create a reference on your Website

Redirect your customer to the Online Application Page

Co branded with your name

Features of Application

Feature 1 : Track Your Portfolio

Get an overview of your - current balance and - gain / loss at a total portfolio level folio and/or at individual folio or scheme level.

Feature 2 : View Transaction History:

Query & View all transactions ( purchase / redemption/ switch / dividend payout )by any type for any period of your choice.

Feature 3: Make a Transaction:

- Make a fresh purchase.

- Redeem Units.

- Switch Units.

- Systematic Transfer Plan (STP)

- Systematic Withdrawal Plan (SWP).

Transaction Page

Wide range of banks for Online Payment ( 19 banks)

Feature 3: Analyze Scheme Performance:

- Analyze performance using charting tools

- Performance simulator

Analyze Scheme Performance

NAV History

Dividend History

Benchmark Performance

Feature 5 : Manage My Account:- Add more folios, - Change your personal details

Manage My Account

Feature 7 : Set Triggers

Set a Trigger and take action in line with market changes.

Set a Trigger

Instant Online Activation:

Activating a Online account is simple & convenient.

Follow four simple steps of:

Step 1 : Online verification of folio number and email ID.Step 2 : Online Verification of account details.Step 3 : Set up secret question.Step 4 : Use the IPIN to activate the account.

IPru Mobile:Now, track your investments and much more on your mobile.

Thank You