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Online Mutual Funds - Platforms and Processes

It is a Web & App based transaction processing system that can be accessed “anytime” and “anywhere” and enabled for Lumpsum, SIP, Switch, Redeem, STP & SWP.

Why should you choose our platform?

  • Easy online transactions for hassle free investments in Mutual Funds.
  • Choose from a variety of schemes from across Mutual Funds.
  • No Demat account is required as units are held in Physical mode.
  • Payment settlement would happen through client’s bank account directly hence, no need of transferring funds to distributor, broker pool, ledger account.
  • Transact:Lumpsum,SIP,Switch,Redeem,STP,SWP from a single platform.
  • Your RM can execute transaction for you, post your final confirmation.
  • Client having an existing folio purchased through other distributor/broker can make a Fresh Purchase, Switch & Redeem through the same folio with us by using our transaction facilities.
  • Payment Mode facility available through Online, OTM and RTGS/NEFT options.
  • The platform is available on Web Portal, Android App & iOS App
  • Investing in mutual funds made simpler with Investment Basket recommended by Anand Rathi experts.
  • View overall Portfolio Summary, MF Summary, MF Gain and Loss, MF Holding and MF Transaction.

Which type of clients can register for online mutual funds?

  •  Individual, HUF, Company, Trust, Proprietor & Minor can register for Online Mutual Fund.

How do I Login ?
You can login through www.rathi.com> - Login - ONLINE MUTUAL FUND - Existing Client by using the KUBER User ID and Password.

How can New Users register through New Client Registration page?

  • You can login through www.rathi.com> Login > ONLINE MUTUAL FUND > New Client Registration.
  • Enter PAN > Click on Verify PAN tab.
  • The client has to enter name as per PAN/CVL KRA.
  • Select PAN Card Status > Enter Email ID > Select DOB > Occupation.
  • Select Citizenship > Gender.
  • Enter Permanent Address.
  • If your Correspondence Address is the same as your Permanent, then click on Same as Permanent checkbox or click on Correspondence Address and enter the address if it is different.
  • Click on Submit.
  • The user will be redirected to Existing Client page, where he/she has to enter the User Name and Password received in the Welcome Mailer on the email ID.

 

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