In the AssetPlus platform, every client has a cart (similar to the shopping cart on Flipkart/Amazon). Multiple funds can be added to the cart and a single payment can be made to purchase all the funds. Both the client and the advisor can add/remove funds in the cart.
Adding SIP Transaction
Step 1 -
On the partner dashboard, in the quick action section click on Initiate Transaction.
Step 2 -
Search for the the client and click on Create Transaction.
Step 3 -
On the Create transaction tab, click on SIP
Step 4 -
Now Select the scheme, enter the Installment amount then select the Date and Duration.
The "Generate First Order Today" automatically gets enabled if the mandate is not approved, and if it's approved, the partner will get a choice to "Generate First Order" and confirm.
Note - When the mandate is approved, the client can only register for the SIP's and When the mandate is not approved the client should proceed with the first order payment.
Step 5 -
Once the funds are added, click on Initiate Payment --> Notify the client app to send the notification to the client for completing the SIP order. The client receives a notification, and also the fund reflects in the cart(Client’s app). Now the client can click on Pay Now, enter the OTP sent to the registered Mobile/Email ID and proceed with payment via Net Banking/UPI/One Time Mandate (OTM) .
The Turn Around Time (TAT) for processing the SIP order is 1-3 days depending on the mode of payment.
