All we need is your ARN, PAN and ARN expiry date or Bank Account Number
Existing clients & their folios are "auto-magically" mapped to your account
No manual uploads! We auto-organize your offline & online transactions across clients
View trends around new client acquistion, no. of active clients & growth in your client base
Analyze your AUM's contribution by scheme-type & actual schemes.
Understand what is causing your AUM growth. Analyze the impact of your actual sales & MTM gains on AUM.
I have been using IFAXpress for the last 3 months now & through it I have increased my business 30% with perfect execution. Its one of the best tools for initiating & executing paperless transactions for new as well as existing folios. Not only that, it also gives complete updates of both offline and online transactions done since inception. I use it on a day to day basis to know where I stand and how to move forward...it is like a progress report. Its analytics tools & scheme pages are full of useful insights. It has whatever an IFA wishes to have in an online tool. — Padmanaban Balasubramanian, Chennai.
IFAXpress has so far been the best transaction platform and MIS system I have ever come across in the MF industry. I use it for all round purpose be it purchase, switch or to redeem. Even doing an SIP / STP is a breeze. All I can say is IFAXpress is the Flipkart of our industry. Message to my IFA friends - If you are not having IFAXpress you are missing many things.Gajendra Kothari, Mumbai.
First time an AMC has taken a positive & meaningful online initiative thats 100% distributor centric & helps in becoming very efficient in sales and servicing. I have used IFAXpress for purchase, SIP, etc. transactions. Its feature of showing reversed SIP installments once helped me intimate the client & make up for that installment by initiating as a lumpsum. The most useful feature of IFAXpress is that we can open folios of new KYC verified clients. Its business reports allows me to monitor my business growth with the AMC on a regular basisParul Agarwal, Noida.
IFAXpress gives a very refreshing approach to any advisor to execute transactions seamlessly without any paperwork for any KYC registered client. The design & the interface is intuitive. It is an exceptionally powerful tool that saves time & helps in winning new clients. The analytics is simply fast, accurate & highly insightful. I highly recommend to every advisor looking to scale up the business.Ravi Kumar TV, Bangalore.
IFAXpress is simply superb. Its what I call the 8th wonder of the world because the way anybody can easily start using it for his/her business virtually. This is a virtual platform where transactions can be easily executed without any paper work. On one side it is easy to do business and on the other side it save a lot of time in travel. Its a boon tot IFA's. Amazingly fantastic!!!.B R Sanjay, Bangalore.
IFAXpress is a wonderful tool that gives the IFA & clients the convenience of lightning speed transactions. Within minutes, any type of transaction can be excuted in a secure manner. Its feature of opening folios for 1st time investors in DSP schemes without any paperwork is very unique. Reports section & transaction tracking feature are very convenienet & useful. Saves time & hence allows to cater to more clients.Mehra Lovey, New Delhi.
IFAXpress is an excellent online transaction platform. I have experienced efficiency & amazing customer feedback while using IFAXpress platform. My appetite for technology driven advisory has suddenly increased.Jainam Shah, Ahmedabad.
IFAXpress is excellent for tracking our business & clients' Portfolio. Transactions & online subscription process is smooth as it is easier for our clients to understand to complete their transactions without any physical movement. It also helps in tracking the business mobilization as well as our business movement. It helps in building our investor management without any cost impact.Mousumi Adity, New Delhi.
IFAXpress from DSP is a breath of fresh air for a distributor like us. It helps our operations and our ability to service our customers faster and more efficient. Features like reducing manual data entry by leveraging existing info, ability to create new folios, having all transaction types and making it mandatory to get customer approval for all transaction types are what makes this platform stand out from what others are offering. In this day and age we wonder why all AMC's don't have something like this. DSP Black Rock has indeed paved the way and shown how technology can be used for the betterment of distributors and customers alike.PeakAlpha, Bangalore.
I have been using IFAXpress for the last 3 months now & through it I have increased my business 30% with perfect execution. Its one of the best tools for initiating & executing paperless transactions for new as well as existing folios. Not only that, it also gives complete updates of both offline and online transactions done since inception. I use it on a day to day basis to know where I stand and how to move forward...it is like a progress report. Its analytics tools & scheme pages are full of useful insights. It has whatever an IFA wishes to have in an online tool.Padmanaban Balasubramanian, Chennai.
IFAXpress is a one stop shop for all information on DSP's funds, our business reports and all client transactions done till date. It is extremely user friendly and is helping us transact efficiently for not only our existing investors but also for our new investors located in India or overseas. It is indeed the best platform that I have come across in the industry.Binoli Dodhiwala, Mumbai.
IFAXpress is a game changer and an answer in disruptive management, to do business. Since, we do not have to sign agreements or even go to our clients to fill forms to transact online, it is tip of the iceberg in the ease of usage. The security level is the highest and I use it regularly to do numerous different type of transactions. I strongly suggest all IFAs to move onto this platform.Paul D'souza, Mumbai.
IFAXpress is an excellent platform to transact business without any kind of paperwork.It also helps in transacting with new clients with minimal efforts and reduces lot of time and travel.very convenient and a great enabler.Amish Chheda, Bangalore.
The platform is very user-friendly & fast. Saves lot of time & makes smooth execution. It is truly a business intelligence platform which actually increases productivity.Sagar Ranpura, Ahmedabad.
IFAXpress is really fast, it provides very useful and analytical reports. It will help closing some calls over the counter without having physical forms. I wish all AMCs take such initiatives. Thanks DSP for Making such a useful platform for IFAs.Harmik Singh, Ahmedabad.
The best way to summarize IFAXpress is Innovative, Fast, Accurate Xpress. Its a great step towards helping advisors offer ecommerce way of transacting for clients. Its helping me deliver best client experience thats fast, easy & paperless. Great work by DSP Mutual Fund.Jimit Shah, Mumbai.
IFAXpress is definitely the best MF transaction platform with true '0' paperwork. All other platforms require client id creation, etc. But with IFAXpress we are ON instantly.....even if the client is NOT a DSP folio holder. This is amazing!! It is the best thing to happen to me in my MF distribution career spanning over 12 years!! I thank you for making my life easier. I avoided small & frequently transacting clients. When a client called for urgent redemption OR had Rs. 20-30K for investment, my day's schedule got messed-up to accommodate them. Now, I look forward to servicing such clients with a smile.Ajay Jose, Chennai.