Go Digital! A Joint Initiative
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Complete White Labeling of your Website and App with below features…

For you as an Advisor

  • Complete Back Office Software
  • Digital Factsheet of all AMCs
  • Initiate Transaction of all AMCs
  • E-Locker
  • Focused Funds
  • Alerts

For your Investor on Website & App

  • Portfolio at Family Level
  • Focused Funds By You
  • Transact Online
  • Scheme Factsheet
  • E-Locker
  • Reports
All this on dedicated space exclusively for you on the cloud to Ensure Data Privacy..

Go Digital with OptiMF

Single Platform to Transact Online and track Mutual Fund Investments of all AMCs. And Much More...