Click on the topics below to view the demos about various sections of online investment platform.

Associate Folio

Associate Folio procedure can be viewed through this demo link. Having associated more than one folio, one can change the PIN for all these folios to a common PIN for ease of transacting.

Purchase Transaction

Purchase transaction procedure can be viewed through this demo link. All you need is an Internet Banking account with any of the banks with whom we have tie-ups as of now.

Switch Transaction

Switch transaction process flow can be viewed through this demo link. Care should be taken before selecting the scheme name and option. Read the scheme details before doing the switch transaction.

ULIP Renewal Contribution

ULIP renewal process flow can be viewed through this demo link. There is no need for registration or PIN for doing this transaction. Enter the folio no. and select the installment to be paid online.

Redemption Transaction

Redemption transaction process can be viewed through this demo link. After selecting the scheme the mode of redemption can be selected as partial or full redemption of units or amount.

New Investor

Purchase transaction for New Investor can be viewed through this demo link. With this option one can do online purchase (without PIN) and subsequently they can complete the required procedure.