InveztMF Partner

InveztMF

About this app

InveztMF Distributor is a comprehensive wealth management platform designed for Mutual Fund Distributors (MFDs), Independent Financial Advisors (IFAs), Relationship Managers, and other authorized financial professionals to manage their mutual fund distribution business digitally.

The platform simplifies customer onboarding, portfolio management, investment requests, and transaction tracking through an intuitive and secure experience. Investment requests initiated through the app are securely shared with customers for review and approval before execution, ensuring a transparent and compliant investment process.

Whether you’re managing a growing client base or an established distribution business, InveztMF Distributor provides the tools you need to deliver efficient, professional, and customer-centric financial services.

Key Features
Customer Management
• Add and manage customer profiles
• Complete digital customer onboarding
• Maintain customer investment and KYC information
• Access customer details anytime
Mutual Fund Transactions
• Initiate Purchase, SIP, Redemption, Switch, STP, and other investment requests
• Submit investment requests for customer approval
• Track pending, approved, and completed transactions
• Monitor transaction progress in real time
Portfolio Management
• View customer portfolios and holdings
• Monitor investment performance
• Access transaction history and account summaries
Business Dashboard
• View business summaries and customer activity
• Track investment requests and transaction status
• Monitor overall business performance
Reports & Documents
• Generate and download portfolio reports
• Access transaction reports and investment summaries
Mutual Fund Information
• Browse mutual fund schemes
• Access scheme information and fund details
• Stay updated with product announcements and platform notifications

Customer Approval Workflow
1. Create or manage a customer profile.
2. Prepare an investment request based on customer requirements.
3. Share the investment request with the customer.
4. The customer securely reviews and approves the request.
5. Once approved, the investment request is processed.
6. Track transaction status and portfolio updates within the app.

Who Can Use InveztMF Distributor?
• Mutual Fund Distributors (MFDs)
• Independent Financial Advisors (IFAs)
• Relationship Managers
• Wealth Managers
• Financial Consultants
• Authorized Distribution Partners

Disclaimer
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
InveztMF Distributor is intended for authorized financial professionals. Investment requests initiated through the platform require customer approval before execution. Information available within the application is provided for operational and informational purposes and should not be construed as investment advice.