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 forums, faxes, transaction slips etc.

An innovative initiative bringing You to a world of conveniences & track your Mutual Fund investments from your system or tab with close to 2000 corporates registered successfully

Our Corporate Portal is the only 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.

Key Business
Functionalities

  • 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

Business Benefits

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

Case Study

Client

CAMS, India’s Largest RTA

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. The number of corporates and clients registered in GoCORP application is more than 425 and 930 respectively.

Read More

Advantages

  • Short turnaround

  • Option to select the execution models

  • Provides Single window login for fetching various reports online.

  • Notification alerts about the transaction are triggered through SMS and email

  • Minimized the time taken for authorization and ensures transactions to be completed before the cut-off time.

Tell us About Your Project