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Solution for MFDs

Industry's most simplified, economical, and innovative solution is here. Optimoney is our new product. It is industry's first business solution that offers subscription on monthly mode. You do not need to pay in advance for the entire year.

Overview Header Image
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  • Body 4
  • Puma
  • About You
  • Eloise Croc Wedge Tan Af8 592 Model 0304 V3
  • Trade Faster

    The Cloud Advantage
    Access Anytime, Anywhere

  • Stay Ahead Of The Market

    Transact Online
    across all mf schemes

  • Spot Assortment Gaps

    Business data in one place
    from CAMS, KFintech & Franklin R&T

  • 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

  • Optimoney

    One Single Platform

    Manage your entire mutual fund business from one place. Check Client Portfolio, Send Reports, on-board clients, Transact Online & more.

    Get Demo
    • Your business data from all R&T
    • Access Anytime, Anywhere
    • Client Onboarding and management
    • Business essential reports
    • Family Level Login & Portfolio reports
    • Online Transactions
    • Wealth Calculators
    • Your self branding in the platform

    Optimoney Mobile App

    Power in your pocket.
    Optimoney App for you and your clients.
    Get the Anytime, Anywhere On The Go experience.

    Get Demo
    • Login for you & your clients
    • Family Level Portfolio
    • Transact from the App
    • Explore Funds & Digital Factsheet
    • Wealth Calculators
    • Essential Reports
    • Secured PIN & Biometric Login
    Sub Cats (6)

    Online Transactions across all MF schemes

    Online Transactions are integrated with BSE StAR MF platform, which enables transactions from the Optimoney portal and Optimoney Mobile App without needing to login to BSE's platform.

    Talk to a Specialist
    • Purchase
    • SIP
    • Redeem
    • Switch
    • STP
    • SWP
    % Assortment Discount (1)