Saral Partner App brings convenience for distributors to invest on behalf of the investors in the SIPs of Indiabulls Mutual Fund anytime, anywhere. Investment can be made for any of the life goals like wealth creation, for saving tax or for utilising your idle funds.Key Features
o Distributor On-Boarding to Mobile App
o Any Distributor empanelled with Indiabulls AMC wanting to use the Saral Partner app needs to on-board him/her using Mobile and OTP or Mobile and Password (2nd time onwards)
o OTP’s are dispatched to the distributor’s registered Email and Mobile No, enrolled and verified during empanelment
o Distributor initiated SIP (for New Customers)
o App offer a user friendly process of using your ARN and O TP/Password to start an SIP.
o Distributor can on-board a new customer to Indiabulls AMC, who is KYC compliant using this application
o Distributor initiated SIP (for Existing Customers)
o App allows distributor to quickly start an investment for an existing customer to Indiabulls AMC who has a active folio
o It also facilitates the PAN based folio search to start the investment
o Transaction History
o The dashboard will consist of all the transactions initiated by the distributor
o There will be 7 type of statuses with colour coding. ( Proposed, In process, Declined, Processed, Failed, Reversed, Expired)
o Distributor can search transaction by investor name
o Distributor can export an transaction statement specifying the date range for transaction, the statement will be dispatched via E-Mail to his/her registered id