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Distributor Guide · Guide 02

Initiate Purchase

Purchase is a core feature of the distribution business. Browse and select funds, choose SIP or lumpsum, set a mandate, and complete purchases within one unified platform. Gain transparency and reduce delays with automated workflows.

  1. •
    Go to the Clients tab on your dashboard. Under List of all Clients, search or click on the client you want to make a purchase for.
  2. •
    Click on 'Initiate Purchase'.
  3. •
    You are redirected to 'Our Recommendations'. Select the funds you want to purchase. You can choose from system-generated recommendations, search for a specific fund, click 'Add More Funds' to browse, or add NFOs via 'Add NFO'.
  4. •
    System recommendations: Select funds by checking the green box or remove via the red cross. Click 'Reset Recommendations' to refresh. These are unique to each client based on risk profile.
  5. •
    Add More Funds: A popup opens the Browse Funds panel. Search directly or use smart filters. Click 'Add' to select and press 'Okay'.
  6. •
    Add NFOs: Click 'Add NFOs', search for live NFOs or select from the list, then click 'Add'.
  7. •
    Click 'Next'. Choose SIP or One-time. Enter the total amount (auto-split equally) or set a custom amount per fund.
  8. •
    For SIP: Select the SIP date from the dropdown calendar for each fund. Click 'Proceed to Mandate Section'.
  9. •
    Select your ARN. For a new client, click 'Create a New Mandate'. For existing clients, click 'Proceed to Place Order'.
  10. •
    To create a new mandate, select the bank account, add the maximum mandate amount, click 'Create & Approve', then click 'Place Order'.
  11. •
    For One-time: Select the ARN, confirm details, and click 'Place Order & Proceed to Payment'.
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