Partner Helpdesk

NPS 7

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

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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?

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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

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Loan Against MF 2

• FAQs
• Application Journey for Loans Against MF

SGB 2

• FAQs - SGB
• SGB Order Processing