Partner Helpdesk

Partner Dashboard 12

• What is dashboard? How to access?
• How to use the dashboard?
• How to install dashboard app on desktop/mobile?
• How to change/reset login password?
• How to download order list of clients?

View all 12

Client app/portal 2

• How to send the app to clients?
• Supported platforms

Helpdesk 18

• What is helpdesk?
• How to access helpdesk?
• How to search for queries?
• How to raise a ticket? How to track?
• How to empanel with AssetPlus online?

View all 18

Signup 6

• What is signup?
• How can you signup a client?
• How can the client do a self-signup?
• How to signup a family member of the client?
• How to bulk signup clients under your ARN?

View all 6

Activation 7

• What is Activation?
• What details are required during activation?
• How to activate a client?
• List of supported banks
• How to activate a Minor account?

View all 7

KYC 10

• What is KYC? and How to check status?
• How to complete KYC online?
• How to complete KYC offline?
• How to update KYC?
• How to complete KYC for NRIs?

View all 10

Non individual on boarding 6

• How to On-board HUF Clients online?
• How to On-board Private Limited Clients online?
• How to On-board Limited Liability Partnership(LLP) Clients online?
• How to On-board Partnership firm Clients online?
• Trust Account Onboarding

View all 6

Initiate Transactions 7

• How to initiate Lumpsum (one-time) transactions?
• How to initiate SIP Investments?
• How to initiate Redemption or Switch Order?
• How to initiate STP/SWP?
• How to initiate Smart ELSS?

View all 7

Modes of payment 6

• Net banking
• UPI
• Auto-debit mandate
• NEFT/RTGS
• Payment issues/failures

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Track existing investments 4

• How to track client investments under your ARN?
• How to track client investments under OTHER ARN?
• Convert outside AUM to AssetPlus
• How to enable auto import of investments? (Gmail only)

Mandate 4

• What is a mandate?
• Types of mandates
• How to check mandate status?
• How to get notification on mandate approval/rejection?

Type: E-Mandate 5

• How to generate new E-Mandate?
• How to authorize E-mandate?
• List of supported banks
• Time taken for approval
• Amount limits, supported transaction types

Type: Paper Mandate 5

• How to generate a new Paper mandate?
• How to upload mandate form?
• List of supported banks
• Time taken for approval
• Amount limits, supported transaction types

Type: Biller Mandate 5

• [ACTION REQUIRED] Suspension of Biller Mandates
• How to generate new biller mandate?
• How to authorize biller mandate?
• Time taken for approval
• Amount limits, supported transaction types

Branding/Customizations 5

• How to add your logo for the client app? (White-labelling)
• How to enable/disable features on the client app?
• How to enable notifications for client actions/events?
• How to download Smart ELSS Collateral?
• How to notify NFO related information to clients?

Statements & Reports 4

• How to generate a Portfolio Report?
• How to generate a Folio Account statement?
• How to generate a Capital Gains statement?
• How to generate a Consolidated Account Statement (CAS)?

CRM tools 5

• What is CRM?
• What are Emails? How to use?
• What are Notes? How to use?
• What are Events? How to use?
• What are Alarms? How to use?

Users 1

• What is Users?

Brokerage structure 2

• Brokerage payment cycle
• Brokerage structure

Dashboard features 1

• New features - 01-Sep-2020

Transaction Forms 3

• Purchase Forms
• Redemption Forms
• Switch Forms

NPS 6

• Creating NPS transactions
• Tracking Existing NPS Investments
• FAQs NPS
• Generating NPS Statement of Account
• Changing Depository for NPS Investments

View all 6

Corporate FD 13

• How to activate an FD account?
• How to place a corporate Fixed Deposit order?
• FD FAQs
• How to onboard NRI clients for Fixed Deposits?
• How to On-board Private Limited Clients for Fixed Deposit?

View all 13

PMS(Portfolio Management Services) 4

• FAQs PMS
• How to onboard an individual in ASK IM for Portfolio Management Services(Offline)?
• How to onboard an individual in Motilal Oswal for Portfolio Management Services(Offline)?
• List of PMS providers

AUM Transfer 2

• Internal AUM Transfer/ Clients Remapping
• How to process a change of broker for clients?

Loans 6

• FAQs - Bajaj Home Loan
• FAQs - Bajaj Personal Loan
• FAQs - BAJAJ Business Loans
• FAQs - ICICI - Personal Loan
• FAQs - ICICI Home Loans

View all 6

Loan Against MF 1

• Application Journey for Loans Against MF

SGB 2

• FAQs - SGB
• SGB Order Processing