Additional Information
Key Product Developments & Implementations
Domains: Mutual Funds | NPS | Fixed Deposits
Mutual Fund Enhancements
- Smart SIP – Launched for personalized goal-based investment journeys.
- Basket SIP with Re-balance Option – Enables dynamic portfolio adjustments across multiple schemes.
- Import of External Holdings with XIRR – Seamless tracking and performance evaluation of external portfolios.
- Broker Code Change (Online) – Enabled online request for broker code modification in existing folios.
- Email & Mobile Updation via API – Integrated real-time contact detail updates directly with AMCs.
- BSE Integrations – Completed integration with BSE Star MF Version 1 and currently implementing BSE Star MF Version 2 for enhanced transaction processing.
NPS (National Pension System)
- Supported UOS (Unorganised Sector) Onboarding.
- Transfer-In Facility – Simplified portability of NPS accounts.
- Corporate Model Automation – Streamlined processes for employer-based NPS contributions.
Fixed Deposit Integrations
- Integrated Bajaj Finance, ICICI Home Finance, and ICICI Bank FDs.
- Enabled seamless order placement and execution via APIs.