We have added a dedicated section for Family Mapping on your RankMF Dashboard. Within this section, you can effortlessly map your family members’ RankMF accounts and easily switch between them to view and track their mutual fund investments. This will help you to make informed investment decisions by gaining insights […]
How to check missed SIPs and send reminders to your clients from your RankMF Partner dashboard?
We’ve added a dedicated section in the RankMF Partner dashboard where our empaneled distributors can easily check and track missed SIP records for each of their clients. Additionally, distributors can also send reminder emails to the respective investors, providing both the reason for the missed SIP and suggested actions the […]
How to initiate a Basket Order for your investors from the RankMF Partner dashboard?
We have added a dedicated section for Basket Orders on your RankMF Partner Dashboard. In this section, you can view RankMF’s ready-made baskets created based on the investor’s financial goals and aspirations. Here’s a step-by-step guide on how to initiate a Basket Order for your investors from the RankMF Partner […]
How to initiate a Custom Basket Order for investors?
A Custom Basket order allows RankMF distributors to craft personalized mutual fund baskets aligned with their clients’ financial goals. With the new feature, distributors can hand-pick the mutual fund scheme they think will work best for their clients, giving them more flexibility to tailor their recommendations to each client’s unique […]
How to view all NFOs and initiate an order for active NFOs using RankMF Partner Dashboard?
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: […]
How to initiate a transaction on behalf of your investors or Distributor Initiated Transaction (DIT)?
Distributor Initiated transaction (DIT, hereafter) is a process where RankMF distributors can directly initiate transactions from the partner dashboard, rather than logging into the account of each client every time. Moreover, instead of placing one order at a time for every client, you can now initiate purchase transactions for multiple clients […]
Samco ELSS Tax Saver Fund: All Your Questions Answered
Equity Linked Saving Scheme or ELSS has, in the last few years, rightly gained popularity for its tax saving benefits, which come under section 80C of The Income Tax Act, 1961. However, investing in the ‘right ELSS scheme’ could help you generate sustainable growth as well. There are 39 ELSS […]
All You Need To Know About ELSS Fund
Mutual funds are one of the best suited investment tools investors can opt for when planning their finances. It not only helps investors diversify their portfolio, but it also aids them to grow their wealth while maintaining consistent returns. However, the returns earned are taxable. So, if you are looking […]
Step Up SIP : What is it and Advantages of Step Up SIP
Introduction of Step Up SIP SIP has been a popular investment tool among maximum investors in the mutual fund industry. Investors are required to invest specific amounts at fixed intervals, acting as a steady medium for wealth creation. Over the years, SIPs have made it simple for investors to meet […]