From a yes to a live client, without retyping
The record you built while nurturing a lead becomes the client's account. KYC, client code, consent, first order and mandate run from the same screen, through your own NSE MF Invest membership.
KYC
Check the investor's KYC status through NSE, and send a fresh e-KYC link where one is needed.
Client code
Create the investor's UCC automatically from the client record, with your firm's numbering.
First order and mandate
Place the first SIP or lump sum, checked against NSE scheme rules before it is sent, and track the eNACH mandate to registration.
Built the way a regulated firm works
- Consent and instructions on recordThe investor's consent and instruction for each transaction, captured and kept.
- Riskometer dataLoaded from AMFI scheme documents, so the right label sits beside every scheme.
- Pre-trade suitability checkRules your firm sets and controls. It warns or blocks, as your policy decides.
- Your ARN and EUINConfigured per firm, with your EUIN policy written down before go-live.
- Your credentials stay yoursNSE member credentials are entered by you and never shared with us.
- AadhaarStored as the last four digits only.
The platform does not give investment advice or recommend schemes. Suitability maps, acknowledgement modes and EUIN policy are your firm's decisions; we set them up as you instruct and record them in writing.
Where it runs
NSE MF Invest connectivity is part of the hosted back-office, and of Built-for-you and Owned CRM builds on your own Zoho account. It is not included in the do-it-yourself course.