We have added a dedicated section for New Fund Offer [NFO] on RankMF Partner Dashboard. In this section, you can view all details related to active and upcoming NFOs and Fixed Maturity Plans. Moreover, you also get the option to initiate investments in the NFO for multiple clients at once.
Note: Currently, only lump sum transactions can be initiated for NFO investments. SIP transaction for NFO is coming soon.
Here’s a step-by-step guide on how to view and initiate a transaction for active NFO on behalf of your clients:
Step 1 -Visit RankMF Website
Visit the RankMF website and click on the Partners Corner button you see at the top left corner. You will be redirected to the login page. Please enter your email address and password to login.
Step 2 – NFO (DIT)
Once you’ve logged in, go to the taskbar, click on NFO Section and select NFO(DIT) from the drop-down menu.
Step 3 – Select Scheme
On the NFO(DIT) page, you will see a consolidated panel, consisting of Active NFOs, Upcoming NFOs/FMPs, and Fixed Maturity Plans.
Click on the Active NFO section. Select the NFO you want to initiate transaction on the client’s behalf and click on the Invest Now button.
Step 4 – Select Investor
Now select the investors that you want to initiate the transaction for, enter the investment amount and click on the Initiate Transaction button.
Step 5 – Initiate Transaction
A pop-up will appear for your confirmation. Click on Yes, I’m sure button and you’re done!
Please note, your investor will now receive an email with a link to complete the transaction and to review his order details. When the investors click on the link, they will be directed to the review and payment page.
You are required to follow-up with the client to ensure that the transaction process is completed. To make payment, investors can complete the investment through NEFT/RTGS, Net banking or UPI.
We hope this article was helpful.