One Single App for you and your clients.
Allow investment only in Fund Houses which you are empanelled.
No need to enter Password everytime, Login with a simple PIN.
Get Notifications on important events,
And much more……
Your clients are on-boarded on your BSE StAR MF account with all the important data required to make your clients transact ready.
No need to manually upload account opening form.
Even the Mandates are created automatically while onboarding so that your clients can start investing instantly.
All transactions are done thru your BSE StAR MF account integration.
BSE StAR MF being the oldest player in the market place is secured with high level trusted 256 BIT encrypted security.
No need to worry.
Transactions are safe.
Simple yet Striking.
Designed for ease to use, you and your clients can carry this app in your pocket.
Simply download from the PlayStore,
Do Client onboarding or make investments, On-The-Go.
Login with Ease.
Your clients need to enter their Mobile number for the first time.
Then, simply set a 4 digit PIN for subsequent logins. With this PIN Login is so ease.
Once logged in the app, your client can explore the entire app without completing the Sign Up process.
Sign Up is only required if you want your clients to be investment ready.
OnBoarding of clients takes less than 5 minutes.
OnBoarding of clients also called as Sign Up is only required if your clients wants to invest into Mutual Funds.
No matter, if they have never invested before.
Once onboarding is done, your clients are investment ready.
All they need to do is select the fund they want to purchase or start a SIP.
Investment can be done instantly after completing the sign up.
Complete the onboarding process faster than ever before.
Clients can simply fill the form and sign on the app screen with their fingers and on-board themselves.
Done in less than 5 minutes.
No paper work required.
Once your client has completed the on-boarding process, the necessary account opening is processed under your ARN in your BSE StAR MF account and the client is ready to invest.
Its made that simple.
Your clients can start a SIP or purchase lumpsum, instantly from the app.
The App will be available on the Playstore in your own Company Name.
It's white labeled.
It's Your Brand.
Your Logo, Your App.
Need Money for Child's Marriage or buying a New house?
Explore financial goal planning calculators to check out the amount of wealth your clients need to build to achieve their goal.
Your clients can simply proceed with a SIP or invest Lumpsum to start building wealth.
GoMF has its own Cloud Storage.
This means all your client important documents like PAN, Aadhaar, etc can be saved on the cloud server from the App itself.
Even if you or your client change their device, all the documents are safe and ready to download anytime.
GoMF comes with AMC mapping feature.
Simply set the AMCs in which you do business.
All data and information will only be seen of these Fund Houses enabling your clients can invest only in them and not any other fund houses so that you do not miss out on any commission.
GoMF comes with no restrictions of the number of clients you onboard from the App.
Unlimited clients can be onboared under your BSE StAR MF account with a single subscripton.
There is no limit of transactions you or your clients do from the App.
Whether Lumpsum or SIP, place as many transactions as you may want.
GoMF requires only One Time subscription cost.
Only Pay Once, Upfront.
No Renewal fees.
Having GoMF App, saves time and and other expenses like man power cost and travelling cost.
I am saving time in getting clients onboard.
My own App, on the Playstore.
Simply great for me and my business. Cheers!!
When you subscribe to GoMF you will get your own Company Name App registered on the Playstore.
The App will help investors to get on-boarded onto your ARN without any physical account opening forms, so that your clients can start investing into Mutual Funds under your ARN.
You, as an Advisor can log in and check out the Clients which are onboarded thru the App along with the Leads who did not complete the sign up process.
You can also place fresh Lumpsum or SIP transactions for your clients.
GoMF comes with an introductory offer of just Rs. 4000 + Applicable Taxes.
GoMF can be subscribed at a One Time Cost.
There is No Renewal or Yearly Subscription Charges.
You need to have a BSE StAR MF account.
In case, you are not registered with BSE, please visit https://membership.bseindia.com/for registration. Any charges incurred in registration of BSE StAR MF account, if any, is to be paid to BSE.
There is no restrictions on the number of clients you onboard from GoMF.
Clients onboarded thru the App will automatically get onboarded onto your ARN.
There is no limit on the number of transactions done from the App.
If your Client is KYC compliant, you and your clients can place Fresh Lumpsum or fresh SIP transactions from the App.
iSIP and xSIP are both supported.
You need to have a BSE StAR MF account.
Your BSE StAR MF portal’s login credentials should be saved in the App.
In case, you are not registered with BSE, please visit https://membership.bseindia.com/ for registration.
When a client is onboarded thru the App, the account opening form is automatically send to BSE StAR MF and your client is ready to invest into Mutual Funds.
A 6 digit xSIP NACH Mandate of daily limit of Rs. 100000 and a 15 digit iSIP URN Mandate of daily limit of Rs. 100000 is auto generated from the GoMF App and emailed to you by BSE StAR MF team.
If you or your clients are placing an xSIP transaction, you need to download the NACH form from your email, take your client's signature on it and upload it on your BSE StAR MF account portal.
If you or your client are placing an iSIP transaction, your client need to login to his Net Banking of his Primary Bank which was registered while onboarding.
Then go to Manage Billers section and register BSE as a Biller by adding the 15 digit URN Mandate sent by BSE StAR MF.
If you or client is placing a Lumpsum Transaction, then the payment can be done instantly thru Net Banking or other options available on the BSE StAR MF platform's payment page.
GoMF is an app for Client Onboarding and Fresh Transactions.
Portfolio Management and Reporting is not available in GoMF.
If GoMF does not suit your business, you can check out the GoDigital Platform. GoDigital offers complete white label platform with back office solution.
For info on GoDigital visit www.optimumfintech.com or email on firstname.lastname@example.org