Here some screenshots of the transaction portal taken by Ravi Pathak.
Ravi says, “main page includes zero balances mutual fund holdings as well”. So if you are an ‘experienced’ mutual fund investor, expect to see a lot of entries here!
The Purchase screen
Ravi says, “After clicking proceed it ask for depositary details and if one wants fund in demat form, in payment page total of all transaction recorded is asked for payment. In image example Rs 1500 was final payment combined for both funds.
The redemption page
Ravi says, “This is redemption page. Multiple redemptions allowed in 1 go just like purchase. Overall good feature which was missing in mycams or karvy”.
Thank you very much for sharing this, Ravi.
With MFU operational, and portals like Invezta, Unovest, Bharosaclub and Orowealth on the verge of opening, I believe 2016 is going to the year of the ‘direct mutual fund plan’.
Note: All the missing posts have now been restored. Many images and download links in posts published before Aug 31st 2015 are still unavailable. They will be set right in the next couple of days. If you want any specific post immediately restored, please leave a comment. I have now got a cloud-based backup facility so that this kind of situation does not happen again. Thank you for your patience and understanding.
Wish you all a happy and healthy 2016.
Subscribe and join the freefincal Youtube community!
Don't like ads but want to support the site? Subscribe to the ad-free newsletter!
Want to conduct a sales-free "basics of money management" session in your office?
I conduct free seminars to employees or societies. Only the very basics and getting-started steps are discussed (no scary math):For example: How to define financial goals, how to save tax with a clear goal in mind; How to use a credit card for maximum benefit; When to buy a house; How to start investing; where to invest; how to invest for and after retirement etc. depending on the audience. If you are interested, you can contact me: freefincal [at] Gmail [dot] com. I can do the talk via conferencing software, so there is no cost for your company. If you want me to travel, you need to cover my airfare (I live in Chennai)
My first book is meant to help you ask the right questions, seek the right answers and since it comes with nine online calculators, you can also create customg solutions for your lifestye!Get it now. It is also available in Kindle format.
Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want
My second book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a youngearner
The ultimate guide to travel by Pranav Surya
This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step. Get the pdf for ₹199 (instant download)
Freefincal has open-source, comprehensive Excel spreadsheets, tools, analysis and unbiased, conflict of interest-free commentary on different aspects of personal finance and investing. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. We do not accept sponsored posts, links or guest posts request from content writers and agencies.
Blog Comment Policy
Your thoughts are vital to the health of this blog and are the driving force behind the analysis and calculators that you see here. We welcome criticism and differing opinions. I will do my very best to respond to all comments asap. Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete the entire comment or remove the links before approving them.