Rupee MF is a dedicated Mutual Fund investment platform

The MF platform, powered by Rupeeseed Wealth Management Solution, helps Wealth Management Firms and Brokers to enable their clients and relationship managers to start SIP and Lumpsum investments. The platform provides easy search and comparison of mutual funds based on AMC, categories, and fund manager.

The platform boasts over 2 million downloads and has an integrated client onboarding process. With modern features such as fingerprint and MPIN-based login and user-friendly interfaces, the RS Wealth Platform is an all-in-one solution for any financial intermediary looking to launch a comprehensive wealth management platform.

Fund Performance

Explore comprehensive fund information, including performance over various tenures across companies, sectors, and assets. This includes investment value, exit load, benchmark funds, fund manager details, and peer comparisons.

Compare & Invest

Compare fund returns, ratings, risks, expense ratios, asset allocation, sector allocation, holdings, and minimum investment amount before investing using the wealth management software.

Redemption

Redeem funds easily based on the amount or unit. Instantly receive cash in your bank using the insta redemption feature. Switch from one fund to another with ease.

Goal Based Investing

Use the wealth management software to know how much to invest in SIP/lumpsum to meet various life goals. Shuffle recommended schemes in a basket and create combo baskets. Systematically invest by creating mandates online.

Relationship Manager (RM) App

Use the RM app to view the number of leads added, accounts opened, customers converted, SIPs registered, and lump sum orders placed all in one place. Place orders on behalf of clients on the go using the wealth management software.

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