Our investors are very happy with GoDigital, As they can see their portfolio in real time and transact as well. Get GoDigital for clients success.
Ayush ModaniHowrah, West Bengal
GoDigital
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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.
The Cloud Advantage Access Anytime, Anywhere
Transact Online across all mf schemes
Business data in one place from CAMS, KFintech & Franklin R&T
Client's Portfolio & Reports at Family Level
Login for you as well as your Clients on the App & Website
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.
Book a demo- Your own personalised domain name
- Your brand, Your logo, Your color appearance
- No Optimum's Branding, complete white label
"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."
Sanjay Jotwani
Thane, Maharastra
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
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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.
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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.
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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.
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Explore Funds & Digital Factsheet
Explore mutual fund schemes and check their digital factsheet to analysis fund performance, sector allocation, NAV history and more.
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Wealth Calculators
Your clients can upload and save important documents like Aadhar card, PAN card, etc. so that it can be used whenever required.
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E-Locker
Your clients can use wealth calculators like EMI calculator, 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
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Market Views
Get regular updates on the outlook of the market in the form of News & Videos from Kotak Asset Management Company.
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Focused Funds
Highlight Funds to your clients. Funds highlighted by you will be seen in your clients login, from where they can invest quickly.
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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
MFDs
Mobile App Downloads
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.
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Dedicated Relationship Manager
A Dedicated Customer Service Relationship Manager will be assigned to you whose primary key role would be addressing your concerns.
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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.
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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.
Customer Reviews
Hear why our customers choose us
It’s Digital Era now. With the help of an online platform like GoDigital clients can also transact in any AMC and view their portfolio on the go whenever they want. I can emphasis more on expanding my business and less on service part as GoDigital takes care of that.
Features like automatic updating of data, cloud base technology which makes the application reliable and I can use it wherever I have internet connectivity. I don’t have to rely on any specific computer. My experience with the GoDigital is superb.
Madhavi GadekarNagpur, Maharashtra
