Kotak Mutual Fund Launches “Go Digital”

April 11, 2017: Kotak Mahindra Asset Management Company. Ltd. (KMAMC) in partnership with Optimum Fintech announced the launch of its “Go Digital” initiative to empower distributors to build their own website / mobile app.

‘Go Digital’ is an open architecture platform that aims toassist distributors in building their own website / mobile app. The distributorwebsite will have capabilities like back office software, scheme factsheet,initiate transaction facility for all AMCs, fund recommendation and e-lockerfacility for document management. Distributor’s investors can also login on thedistributor website or app to view their portfolios, view scheme details, checkrecommendation given by IFA, access e-locker to manage documents and transacton their own. 

Manish Mehta, National Head – Sales, Kotak Mahindra AssetManagement Co. Ltd. said, “Through ‘Go Digital’ we will assist distributors inbuilding their digital business. We believe this will help distributors improveproductivity, reach out to a larger segment of clientele across geography andreduce costs” 

Kotak Mutual Fund(KMF) will be the knowledge partner tofacilitate distributors in going digital. KMF will not have any access to thedistributor data or servers. Optimum Fintech is the technology solutionprovider. They will facilitate a distributor in building the website / mobileapp. They will host a dedicated server space for each distributor whose accesswill be only with that particular distributor. 

IFAs can ‘Go Digital’ by visiting Optimum Fintech’s website. They canfill in their respective details to buy the product online or request a demo.IFAs registered with Kotak Mutual Fund can avail of this facility at asubsidized rate.


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