Mutual Funds Online

Overview

Through our Mutual Funds Online platform we assist our Independent Financial Distributors (IFDs) to reap the rewards of seamless online transactions while devoting their precious time in effective activities to grow and nurture their business.

With the convenience of less paperwork as well as saving on their time and efforts to avail of this service, IFDs simply have to register their client on the online system through a one-time common registration form along with the basic requisite documentation. Thereafter IFDs can initiate Mutual Fund transactions online through our platform in discussion with their clients. For every mutual fund transaction that is done, the client receives an email and SMS facilitated directly from the Stock Exchanges to confirm and complete the transaction.

Our electronically enabled platform facilitates our IFDs to place purchase/redemption/switch orders in mutual funds on behalf of their clients. At the same time, clients will continue to benefit from the expertise of our IFDs as they assist them with their financial planning goals.

Features

Invest Through Basket Order

Enables placement of purchase or redemption order for a selected group of schemes simultaneously. Such basket orders can be placed either for a customized group of schemes as agreed by the client or for a theme based basket of schemes as prescribed by our research team backed by intensive analysis and study.

Secure Transaction Platform

Avail secure execution of transaction as clients can confirm their orders through the information received via Email and SMS, sent directly from the Stock Exchange system. The message will contain details pertaining to the order, against which the client can either choose to confirm with a ‘Yes’/‘No’ reply along with the OTP for redemptions or initiate an online/cheque payment for purchases.

Anytime Order Initiation

IFDs can extend the convenience of anytime order initiation to their clients as the platform is available 24x7. In the current set up, orders which are initiated upto a cut-off time prescribed by the exchange(s)/AMC would be executed on the same day subject to the provisions of the Exchange platform. Orders placed after the cut-off time will be considered as an After Market Order (AMO) and will be executed on the next working day.

Hassle Free Reporting

Access multiple reports which determine the status of the orders placed hence enable better reconciliation of transaction at the end of the day for IFDs.

Default Risk Reduced

The active involvement of clients in the instant settlement of purchases considerably reduced the risk of non-payment. Thus nurturing a healthy relationship between the IFD and his Client as well as fulfilling of their investment and business goals.

Portfolio Assessment

Assess the currently held portfolio through the Holding Report and place a purchase or a redemption order in line with the investment performance and requirements.

Smooth Order Placement

Easily access relevant clients through a smart search feature and a comprehensive dropdown list to select specific schemes across various AMCs and fund categories.

Access

To access the Mutual Fund online platform, IFDs registered with JM Financial Services can log into https://my.jmfonline.in/ with their username and password.

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