Have You Started Online Investment?

Online investment enables a platform for advisors to initiate transactions in mutual fund market on behalf of client through a digital platform regardless of your location and without face to face interaction.

Why Advisors need RedVision’s Online Investment Feature?  
 
Of course advisors must start moving towards online investment as entire world is adopting modern form of investment because online investing is smart investing and making investment on behalf of clients is just a click away from advisors.    

Problems Prior to Online Investment 

1. No Availability of transaction log.
2. KYC was possible only at authorized center.
3. Switching funds under advisors ARN was complex.
4. Less numbers of transactions were performed in a day.
5. Tracking investment status was not easy.

Online Investment- A Solution for overcoming traditional method

1. Online convenient portal integrated with BSE/NSE.
2. No worries for tracking portfolio consistently.
3. Quick on boarding and verification within no time.
4. Perform multiple transactions in a day.
5. Convenience in switching funds from other advisor’s ARN.
6. Low cost and instant transaction without any limit.

 

What additional perks are available in Redvision’s Digital Transactions?

1. Instant investment in schemes shortlisted by advisors.
2. Convenient switching of funds from other ARN.
3. Mandate facility to ensure interrupted investment in SIP’s.
4. Quick on boarding through digital acceptance of investment application form.
5. Ascertaining locked and unlocked SIP’s before redemption.
6. Simplified integration of BSE/NSE for rapid investment.

 

Invest online offers more features that makes you tech expert:

1.Online Transaction:

• Buy, sell and transfer of different schemes.
• Quick and easy switching of funds from other advisors.
• Access to transaction history through single click.
• Additional funds investment in existing schemes to overcome shortage.

2.On Boarding Process:

• Simplified and easy on boarding with instant verification.
• Option available for bulk mapping along with single mapping.
• Redemption permission is made possible under advisor’s control.
• Free from complexities in comparison with BSE/NSE portal.

3.Mandate Section:

• Interrupted SIP’s investment is possible.
• Funds are secured in mandate account.
• No delay in investment under schemes.
• Removes burden of remembering due date for investment.

4.Settings:

• Classification of top schemes as per performance.
• Recommendations to investors for investment.
• AMC’s selection and editing categories is possible.

Impact of online investment on advisor’s business

With the changing scenarios and modern methods it is recommended for advisors to adopt the best method which makes the firm stand apart from the crowd and allows to set a benchmark in the industry for tough competition. A smart advisor always forecast the upcoming changes and upgrades to stay away from the section of obsolescence.  For more information, visit @- https://www.redvisiontech.com/