ONLINE FUND MANAGER
The Investment Portal can allow a new investor to apply for a fresh fund account, activate a registered Fund account or log in with account credentials and monitor his transactions real-time. The Fund Manager Administrator group has administrative rights on the Online Fund Manager. He can perform two broad fund Manager Tasks: • Fund Manager Setup • Fund Management In Fund Manager Setup, he sets up all the required parameters for the Fund manager to work properly. The Fund Management Module is where he can apply for, a new Fund for an Investor (New Application), Advice and Confirm Transactions like Allotment, Transfer Units and Redeem units. He can also perform other Managerial tasks through the Manage Account, Archive Accounts and also Merge Accounts.
Key Features of Fund Manager
1. Create New Account: A fresh investor can apply for funds after making payment in any of our fund bank accounts.
2. Activate Account: To activate account, the investor needs his Fund Ref No and his email address.
3. Investor log in: The investors log in module.
4. FAQs: The Frequently asked questions on investment are enlisted with answers.
5. About Fund: A summary brief on the fund as at what it involves and all others.
6. Fund Manager: Information on the fund manager is displayed.
7. Edit Contact: The investor edit his contact information like the phone no, email and contact Address.
8. Download Center: Can download various fund transaction forms.
9. Download & Print Statement of Unit Holding: Download and print Statement of Unit Holding.
10. Download & Print Quarterly Statement: Download and print Quarterly Statement.
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