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A one-stop portal that facilitates corporate investors to manage all their mutual fund investments through a single login. The investment portal enables corporates to easily submit the transactions(Purchase, switch & redemption) and is the only gateway needed to transact across multiple mutual funds serviced by the transfer agent in a click. Most significant are no more multiple forms, faxes, transaction slips etc.
Our Corporate Portal is the platform to make for all your investment related services - from checking valuation of all your investments, transactions in your folio, viewing your recent transactions, getting in touch with customer care for your service needs and queries, ordering statements.
Transact across multiple mutual funds serviced by CAMS in a single login
Various reports such as account statement, pay-in/payout, portfolio, transaction details are received in a single window
Authorization level can be made up to maximum of two levels
Usage of Maker/Authorizer control for effective management
Seamless funds transfer option (Switch)
SMS/email notifications of transactions is sent to the authorizers for timely action.
Registration of clients can be done online by the corporates. Upon submission of Registration forms, BR Form, Authorizer sign form, PAN copy, KYC, FATACA and UBO form in the upload Registration documents screen, corporate, client and folio details are mapped and user id will be created by Admin and notification will be sent to the investor.
Electronic stamping at server offers advantage to submit transactions by 3 PM
Edit the recent transaction for any errors before authorization in the manage transaction screen
Manual paper work is eliminated
Generate Transfer Letter & Pay-In Slip
Transactions such as View, Portfolio, or Valuation made easy
Online payment option is available for investor
Short turnaround on each transaction
Minimal time taken for authorization ensuring transactions get completed before the cut-off time
Provides Single-window login for fetching various reports online
Notification alerts on the transaction are triggered through SMS and email
Client
The GoCORP portal is not only successful across the enterprise but is efficient and consistent. Sterling Software made it possible to accomplish this at a lower cost eliminating the laborious manual process.
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