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Capabilities

Available​

Investor Types​

Investor TypeHolding Pattern
Resident Indian (Individual)Single
NRI - Repatriation (NRE)Single
NRI - Non-Repatriation (NRO)Single

Transaction Types​

Folios created on ONDC​

  • Lumpsum Purchase
    • Single Scheme
    • Basket purchase
    • Payment using registered mandate
  • SIP
    • Frequency
      • Monthly
      • Calendar Day Daily (7 days a week)
      • Business Day Daily (Mon-Fri)
    • Ability to register a payment mandate & first installment debit within 24 hours
    • Skip an installment
    • Modify future installment amount
    • SIP cancellation
    • Basket SIPs
  • Switch (by units, amount, switch all)
  • STP (by amount)
    • Monthly Frequency
    • Modify STP amount for future installments
    • STP cancellation
  • Redemption (by units, amount, redeem all)
  • SWP (by amount)
    • Monthly Frequency
    • Modify SWP amount for future installments
    • SWP cancellation

External folios​

  • Lumpsum purchase
    • Single Scheme
    • Basket purchase
  • SIP
    • Frequency
      • Monthly
      • Calendar Day Daily (7 days a week)
      • Business Day Daily (Mon-Fri)
    • Ability to register a payment mandate & first installment debit within 24 hours
    • Skip an installment
    • Modify future installment amount
    • SIP cancellation
    • Basket SIPs

Payment Options​

  • One-time payment modes
    • Net Banking
    • UPI
  • Recurring payment modes
    • eNACH
    • UPI Autopay
  • Collection account types supported
    • Savings A/C

Scheme Types​

  • Regular schemes (for ARN holders)
  • Direct schemes (for RIAs)

Transaction Attribution​

  • Distributor partners (via ARN/RIA code)
  • Sub-broker partners (via sub-broker code)
  • Relationship managers (via EUINs)

Bank Account and PAN Verification​

Bank Account Verification​

  • Savings A/C (Single holding only)
  • Current A/C

Manual Bank Account Verification​

  • Available only for NRI investors

PAN Verification​

  • Resident/Non-Resident Individuals

KYC​

  • New KYC
    • Resident Individuals only
  • KYC Modification
    • Resident Individuals only
  • KYC Status Check
    • Available across Resident Individuals, NRIs, Non-Indivudals

Available Mutual Funds​

  • 360 ONE Mutual Fund
  • Abakkus Mutual Fund
  • Aditya Birla Sun Life Mutual Fund
  • Axis Mutual Fund
  • Bandhan Mutual Fund
  • Canara Robeco Mutual Fund
  • CapitalMind Mutual Fund
  • DSP Mutual Fund
  • Edelweiss Mutual Fund
  • HDFC Mutual Fund
  • Helios Mutual Fund
  • HSBC Mutual Fund
  • ICICI Prudential Mutual Fund
  • Invesco Mutual Fund
  • JM Financial Mutual Fund
  • Kotak Mahindra Mutual Fund
  • Mirae Asset Mutual Fund
  • Motilal Oswal Mutual Fund
  • Navi Mutual Fund
  • Nippon India Mutual Fund
  • PGIM India Mutual Fund
  • Quant Mutual Fund
  • Quantum Mutual Fund
  • Tata Mutual Fund
  • The Wealth Company Mutual Fund
  • Trust Mutual Fund
  • UTI Mutual Fund
  • WhiteOak Capital Mutual Fund
  • Zerodha Mutual Fund