Mutual Fund · Fund distribution and SIPs
The second product your client already wants.
Lump-sum and SIP distribution — purchase, redemption and switching across fund houses — ordered from the same app, routed through BSE StAR MF or NSE NMF II and settled into the same ledger as the trades.
A client who runs a SIP with you is a client who does not leave in a flat quarter. That is the whole argument for the module.
- Direct and Regular plans
- BSE StAR MF and NSE NMF II
In plain words
What Mutual Fund actually is.
Most broking clients hold funds somewhere. The question is whether they hold them with you or with an app that will, within a year, also offer them equity. Fund distribution is the cheapest defence a broker has against that, and the stickiest revenue on the book.
This module puts the whole flow in front of the client you already have: order a fund where they order a stock, mandate a SIP once, and see the folio beside the holdings rather than in another application with another password.
What you get
Four things it does, and what is behind each.
Every line below names something that can be shown in a walkthrough. If one of them cannot be, we would rather you found out in the hour than after the signature.
Direct and Regular plans
Distribution infrastructure for both plan types across the full AMC catalog — purchase, redemption and switching from the same flow.
- Direct and Regular plans
- Full AMC catalog
- Purchase, redeem, switch
SIP mandates, automated
NACH and e-Mandate creation automated, so the mandate is registered once and instalments run against it thereafter.
- NACH mandates
- e-Mandate
- Instalments tracked
NAV and XIRR, live
Real-time NAV updates and portfolio XIRR performance, so a client reads their fund position the way they read their equity position.
- Real-time NAV updates
- Portfolio XIRR
- Beside the equity book
Exchange order routing
Orders routed to the exchange platforms the fund houses transact on, straight from the app and the terminal.
- BSE StAR MF
- NSE NMF II
- Routed from the app
Common questions
The ones that come up on the first call.
If yours is not here, it is a better use of an hour than a slide deck — bring it to a walkthrough.
Can we take it without the app?
It needs somewhere for a client to place the order from. That is normally PocketX, and where it is not, it is the surface you already put in front of clients — which we would want to look at before quoting the work to reach it.
Is the folio kept with the equity holding?
Yes. That is the reason to run fund distribution on the same platform rather than beside it: one client, one sign-in, and a portfolio that includes both rather than two applications that each show half.
The next step
See Mutual Fund on your own books.
Tell us how this part of your firm runs today and what you would want it to stop doing. We will walk you through the same screens your team would work in.
Or call +91 76765 83344