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Manage Clients & Portfolios proactively. View detailed portfolio of each client - XIRR, booked profits, income distribution cum capital withdrawals (IDCW) paid OR reinvested & more. Get advance alerts for SIPs & STPs expiries. View upcoming SIP installments & income distribution cum capital withdrawal (IDCW) notifications.
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Access IFAX, the online platform for DSP Mutual Fund distributors, to execute transactions, get insights, and engage with clients. Empanel with DSP, explore funds, request account statements, nominate brokerage, and more.
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Jun 10, 2015 · Mutual fund house DSP BlackRock has launched a new online portal for distributors, making the client registration and transaction process simple and seamless. IFAXpress (for independent...
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To be a DSP Mutual Fund Agent, you must first generate a DSP Mutual Fund Advisor login. Once you log in, you’ll enter an interface where you can do all your agent stuff, like helping people invest their money in mutual funds.
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