GoDigital

Your Brand.
Your Platform.

A complete white-labelled solution to manage and grow your mutual fund business efficiently. GoDigital comes with your own personalised business name website and mobile app. This cloud-based solution is in collaboration with Kotak Mutual Fund.

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BrandPlatform Image
  • Trade Faster

    The Cloud Advantage
    Access Anytime, Anywhere

  • Stay Ahead Of The Market

    Transact Online
    across all Mutual Fund schemes

  • Spot Assortment Gaps

    Business data in one place
    of All AMCs, from All RTAs

  • Price Every Product Right

    Client's Portfolio
    & Reports at Family Level

  • Identify Commercial Opportunities

    Login for you as well as your Clients
    on the App & Website

  • Spot Assortment Gaps

    No Capping
    on Clients & Transactions

  • GoDigital

    Your Online Presence.
    Your Ready Website.

    Stay ahead in the market by not only using a software business solution but with the advantage of your brand value. Grow your brand, grow your business.

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    • Your own personalised domain name
    • Your brand, Your logo, Your color appearance
    • No Optimum's Branding, complete white label
    market intelligence

    "Quick and very supportive relationship managers, resolves queries is no time. Complete white label with no co-branding, Easy to use interface makes GoDigital the best available product."

    Tobias Caldeweyher
    Sanjay Jotwani
    Thane, Maharastra
    market intelligence
    GoDigital

    White Labelled App
    - Retain your Identity

    The number of smartphone users in India was estimated to reach over 760 million in 2021.
    Get the Anytime, Anywhere On The Go experience.

    • Login for you & your clients
    • Family Level Portfolio
    • Quick Transact
    • Explore Funds & Digital Factsheet
    • Wealth Calculators
    • Market News & Videos by Kotak MF
    • Focused Funds & Save Tax
    • E-Locker
    • Your Brand App, for you & your clients

      You and your clients will download your brand name App. The app is secured with PIN based login feature to ease of use.

    • Portfolio & Reports

      Your clients can check their's and their family members portfolio in one single account. Check reports and SIP alerts too. You too can check your business, check reports for your clients.

    • Quick Transact

      You can initiate transactions for your clients from the App. Your clients too can transact from the app. You can restrict redemption and switch for them.

    • Explore Funds & Digital Factsheet

      Explore mutual fund schemes and check their digital factsheet to analysis fund performance, sector allocation, NAV history and more.

    • Wealth Calculators

      Your clients can upload and save important documents like Aadhar card, PAN card, etc. so that it can be used whenever required.

    • E-Locker

      Your clients can use wealth calculators like EMI, SIP calculator & many more to estimate the amount of wealth required to achieve their goals.

    GoDigital

    Industry's Expert,
    Our Knowledge Partner

    Take the perk of being associated with a Leading Asset Management Company. GoDigital is a joint intiative of Optimum Financial Solutions & Kotak Mutual Fund.

    Get Product Demo
    • Market Views - Regular News & Videos
    • Focused Funds - Highlight Funds to your clients
    • Save Tax - Highlight ELSS Funds to gain tax benefits
    market intelligence
    • Market Views

      Get regular updates on the outlook of the market in the form of News & Videos from Kotak Asset Management Company.

    • Focused Funds

      Highlight Funds to your clients. Funds highlighted by you will be seen in your clients login, from where they can invest quickly.

    • Save Tax

      Highlight Equity Linked Saving Schemes to your clients so that they can invest and avail tax benefits under section 80/C

    GoDigital

    Online Transactions across all MF schemes

    Online Transactions are integrated with BSE StAR MF platform, which enables transactions from the GoDigital website & Mobile App without needed to login to BSE's platform.

    Book Product Demo
    • Purchase
    • SIP
    • Switch
    • Redeem
    Overview Get It Right
  • 1450+

    MFDs

  • 126000+

    Mobile App Downloads

  • 95%

    Happy Customers

  • Support

    Best In Standard
    support of the industry

    We're serious about our customer service. Our dedicated relationship managers are on hands to assist you and get timely resolutions to ensure you're set to service your clients.

    • Noun System Integration 2715498
      Dedicated Relationship Manager

      A Dedicated Customer Service Relationship Manager will be assigned to you whose primary key role would be addressing your concerns.

    • Noun Support 1652895
      Direct contact on Mobile No.

      Your Relationship Manager will have Mobile number, so that you can contact him easily. No hassles of waiting in typical support landlines.

    • Noun Global Network 728429
      Email Support with ticketing system

      We track queries on a reliable & robust ticketing system. Every email sent to our support mailbox gets converted into a ticket. This email will directly reach your RM and will be addressed at the earliest.