India’s First Distributor Super Application
With growing financial awareness and diverse investment goals and risk tolerances, investors prefer to invest their money in a spectrum of asset classes. Hence, distributors now manage transactions across a variety of asset classes, including mutual funds and the National Pension System. With IRIS, you can view and access these asset classes from a single interface, allowing for seamless transactions across multiple asset types. The platform also helps you effectively manage each asset class's specific regulations and compliance requirements.
Many tasks, such as investor onboarding, KYC verification, and transaction processing, are still carried out manually, which can be time-consuming and prone to errors. Manual processes can lead to inefficiencies and delays in service delivery, potentially impacting client satisfaction. Experience seamless investor onboarding and transaction journey with IRIS. IRIS has built-in intelligence to pre-fill the required details for existing customers to minimize the time spent onboarding the investor. IRIS has automated workflows that automate these tasks, enhancing user experience and operational efficiency.
Login and Experience the Ease of Transactions Today
IRIS supports both commercial and non-commercial transactions, offering distributors the flexibility to manage a variety of client requests — from new purchases to updates on nominee details. All these transactions can be carried out digitally from within the platform without needing to go to the branch. This gives distributors the flexibility to manage their client requests without any hassle.
Commercial Transactions
New Purchase
Additional Purchase
Redeem Transaction
SIP
Systematic Withdrawal Plan (SWP)
Systematic Transfer Plan (STP)
Pause / Cancellation
Switch Transaction
eNACH Transaction
Non Commercial Transactions
Update Nominee Details
Change / Update Email Address
Change Registered Mobile Number
FATCA / CRS Declaration
Change of IDCW
Change of Bank Details
Add or Delete Multiple Bank Mandate
IRIS establishes clear reporting structures, delineates authority, and facilitates efficient management of employees and operations to view AUM managed by employees, enhancing accountability and tracking in mutual fund transactions. The application also streamlines hierarchy management for employees and sub-brokers, enabling efficient tracking of Assets Under Management (AUM) for enhanced operational oversight and performance monitoring. IRIS gives employee data at the EUIN level with unique identifiers for sales personnel, enhancing accountability and tracking in mutual fund transactions.
Faster Navigation, Fewer Steps, Better Client Servicing
