Partner Helpdesk

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?

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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)