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.

  • 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

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
Lets investors invest in new Funds offered by the Mutual Fund Company
Summarized portfolio view