Client Onboarding on Mutual Fund

Client Onboarding on Mutual Fund

Introduction:
Client onboarding is a crucial process in the mutual fund industry, and using an efficient platform like MADOSX can streamline and simplify this process. This step-by-step guide will walk you through the process of client onboarding on BSE STAR MF, NSENMF, and MFU platforms simultaneously in MADOSX. For more detailed instructions and visuals, please refer to the attached PDF guide.

Step 1: Accessing the MADOSX Platform
Log in to your MADOSX account to access the platform. Ensure you have the necessary login credentials or authentication methods.

Step 2: Selecting Mutual Fund Platforms
In the MADOSX platform, choose the option for client onboarding on BSE STAR MF, NSENMF, and MFU platforms. This allows you to onboard clients on multiple platforms at once, saving time and effort.

Step 3: Filling Investor Details
Fill in all the necessary investor details accurately and completely. If the investor is not KYC compliant, follow the instructions for video KYC verification using "ICICI MF- Signzy."

Step 4: Uploading Required Documents
Upload the required documents, including PAN Card, Aadhar Card (Front-Back), Cheque, and Signature. The MADOSX platform securely stores these documents in the document Vault.

Step 5: Reviewing and Submitting Details
Review all the filled details in the system to ensure accuracy. Provide the nominee details and allocation percentages. Double-check all the details and click on "Submit" to proceed.

Step 6: Opening Investor Accounts
The MADOSX platform will simultaneously open investor accounts on BSE STAR MF, NSENMF, and MFU platforms. Each platform may have specific email validation requirements for further verification.

Step 7: Additional Document Uploads and Nominee Confirmation
Follow the instructions provided in the emails received from each platform to validate the accounts. Upload any additional necessary documents through the MADOSX platform, as specified by the platforms. Validate the nominee confirmation separately via email for both MFU and BSE STAR.

Conclusion:
By following this step-by-step guide, you can seamlessly onboard clients on BSE STAR MF, NSENMF, and MFU platforms simultaneously in MADOSX. The platform simplifies the onboarding process, saving you time and ensuring a smooth experience for both you and your clients. The attached PDF guide provides comprehensive instructions, screenshots, and additional information to support the step-by-step guide. It is recommended to consult the PDF for a more detailed understanding of the client onboarding process.



Note: The information in this article is based on the features and functionalities of MADOSX as of the publication date. For the most up-to-date and accurate information, please refer to the official documentation and resources provided by Vijya Fintech Pvt Ltd.

Disclaimer: The content of this article is for informational purposes only and should not be considered as legal or professional advice. The use of MADOSX and its features should comply with the terms and conditions set forth by Vijya Fintech Pvt Ltd.

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