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Investor Services

With increasing opportunities on the horizon due to globalization, it has been our constant effort to offer innovative and technology - driven financial solutions to Investors. Our mutual fund services are designed keeping in view the high standards and the requirements of our investors. With a large service network available at more than 400 locations, we offer unparalleled financial services custom-made for our clients. As the market leader and leading transfer agent in India, we utilize various resources to deliver Basic, IT Enabled, High-end and Integrated Services which help in providing timely support to our investors.

Core Services:
Our branches are well equipped to serve clients on our core services such as Subscriptions, Redemptions, Dividends and Non Financial Transactions.

IT Enabled Services:
With the click of a button, clients can access a vast array of online services. Each client is given a unique ID and Password to access their accounts. Through this facility, they can carry out Online Transactions, Process Applications, Raise Queries, etc.

Value Added Services:
We offer many Value Added Services like – Special Products – SIP / SWP / STP / GSIP, Portfolio Management Services, Asset Allocation, Analytics, Triggers and Alerts and information on New Products and their features.

Integrated Services:
The Integrated Services offered include Direct Credits with Banks, Multiple Channel Support, Single Window Services, OLTP with Distributors and Forward & Backward Integration.