Inticraft
inticraft - Investor Self Service Portal
A virtual branch for your investors
Cross Sell, Up Sell To Your Investors
MindCraft's Investor Self Service Portal aims to function as a virtual branch of the Asset Management Company by providing for both financial as well as non-financial transactions such as purchase, switch, redemption, change of bank mandate etc. Using this solution, investors in a mutual fund can transact online as well as get access to their account statements. The solution adds value by submitting these transactions directly to the registrar thereby eliminating any operational maintenance for the Mutual Fund Company.
Our Investor Self Service Portal enables investors to purchase (using a payment gateway), redeem (into the redemption account) and switch reinvestment options for the various schemes offered by a Fund House. The product comes with hooks for integrating with IVR, Mobile Phones and other such channels. This is a web-based solution utilizing the web services facility provided by Registrar.
Offer A Hassle Free Investment Experience To Your Investors
Benefits
Direct Mutual Fund interaction channel for investors
NRI investment friendly
Reduced customer service with this channel
Accurate time-stamping of transactions
Transactions submitted directly to Registrar
Complete audit trail of purchase transactions
Reduced requests for account statements
Easy & instant-access to portfolio
Key Features
Comprehensive portfolio view for Investor
Generation of account statement
Powerful SWP with cancellation facility
Direct credit of redemption proceeds
Freedom of switching funds between schemes
Pre specified reinvestment/payout decision
Allows SIP investors to invest and cancel online
Option to invest in new funds introduced by the company
Summarized portfolio view