TheWealthWisher (TW2)

Financial Planners I Online Financial Planner in India I Wealth Manager I Personal Finance Advisors I NRI Investments I NRI Wealth Management I NRI Financial Planning I Online Investments I Direct Plan Mutual Funds

Online Mutual Fund Account With KYC

Click Here for Online Mutual Fund Account

This page helps in managing the following things for the Clients & Prospects of WealthWisher Financial Planners & Advisors:

  1. Personal Details
  2. KYC (Know Your Customer) Online/Offline
  3. Registration on BSE Star MF
  4. Registration on NSE NMF II
  5. Registration on MFU (Mutual Fund Utility)

Mutual Fund KYC

Mutual Fund Transaction Platforms

We register on 3 platforms mentioned above. This is done to:

  • Facilitate Online Transactions with Clients Approval.
  • Manage all types of Transactions – Purchase, Additional Purchase, Switch, Redemption, SIP, SWP, SWP & others.
  • Cover all mutual funds present in India.
  • To give uninterrupted services even in case of any Platform Technical Issue, Downtime Etc..

Brief Details of the Platforms

BSE STAR MF

BSE (Bombay Stock Exchange) is serving for the last 142 years and is contentiously endeavoring to provide a level playing ground by ensuring that all MFD / IFA have access to the same digital technology infrastructure that is available to stock traders.

BSE is Asia’s first stock exchange. BSE continues to bring trust and stability to the capital market in India. It has over 40,000 trading terminals connected through 2918 Lease Lines and 1841 VSAT terminals which are spread over 400 cities. Website

NSE NMF II

NSE has developed an online platform NMF II. This is an online platform that facilitates subscription, redemption, Systematic Investment Plan (SIP), Systematic Withdrawal Plan (SWP), Systematic Transfer Plan (STP), Switch and other transactions of mutual fund units.

Brought & developed by India’s largest Stock Exchange National Stock Exchange (NSE), NMF II is designed to bring you independence and empowerment combining superior technology and operational ease. Website

Mutual Fund Utility (MFU)

MF Utility (MFU) is an innovative initiative of the Mutual Fund Industry that offers convenience and empowers the investors of Mutual Fund schemes.

MF Utility (MFU) is an innovative “Shared Services” initiative by the Mutual Fund industry under the watch of Association of Mutual Funds in India (AMFI) & Various Mutual fund Companies (AMCs), which acts as a “Transaction Aggregation Portal” through which a Mutual Fund customer is enabled to transact in multiple schemes across Mutual Funds using a single form/payment. Website

Click Here for Online Mutual Fund Account

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