Client Guide · Investing
Find a fund. Invest yourself.
Browse the Explore page and start an investment from your phone, in the app your distributor gave you.
Steps in this video
This one is for your clients. It shows how an investor can search the Explore page, pick a fund and complete an investment on their own, without waiting for anyone.
1
Open Browse Funds
Tap Explore, then Browse Funds.
2
Find the fund
Search or filter, then tap Add on the fund you want.
3
Choose SIP or Lumpsum
Enter the amount, then tap Add to Cart.
4
Review the cart
Open My Cart, check the funds and amounts, then tap Invest SIP.
5
Set frequency and start date
Choose the schedule, then tap Proceed To Pay.
6
Confirm and pay
Select the mandate, then tap Confirm and Pay.
Everything happens inside your branded app. The transaction, the client and the commission stay under your ARN.