Placing a MF Purchase Order

  1. Once you have logged in to Wylth® IFA Portal, click on “MF Transaction” button and select “Purchase” option.

  2. System allows you to select an account of your client and will display “Digital MF Account” mapped with your primary execution platform i.e MFU, BSE Star or NSE NMF. If you have onboarded your client on multiple execution platforms, system allows you to select anyone “Digital MF Account” from available list.
  3. Fill required details to proceed further:
    1. You can view the performance and minimum amount applicablefor investment of the selected scheme.
    2. You can select existing folio available in the AMC or opt for a new folio. Option is available to view the details of the selected folio.
  4. Click on “Add” to proceed the order for execution. System supports multiple order executions in one go.
  5. You can see the list of all orders; system allows you to modify or delete any order before submission.

  6. Click “Proceed”.

  7. Payment method selection:
    1. System allows to select preferred “Payment Method”before submitting the order. Client will get an email from execution platform(MFU / BSE Star / NSE NMF) to complete payment as per selected method.
    2. System also provides an option to skip payment methodselection and submit the order MFU and BSE Star platform. Client will get anemail from execution platform and payment method can be selected from the same.

  8. Click “Submit”.

  9. Now order is submitted successfully.
  10. Depending on the selected execution platform, system will provide a “Payment / ApprovalLink” which you can copy and share or email to your client.
  11. Click“Close”.

MFU 2FA and Payment Process:

  • Payment method selected: Client will receive an email from MFU for ‘2FA’ along with selected payment method to complete transaction.
  • Skip payment method selected: Client will receive an email from MFU for ‘2FA’ along with option to select payment method to complete transaction.
  • You can also share “Payment / Approval Link”available in the platform with client to complete transaction in both scenarios as mentioned above.

BSE Star 2FA and Payment Process:

  • Payment method selected: Client will receive first email from BSE Star for ‘2FA’ and post authentication next email will receive with selected payment method to complete transaction.
  • Skip payment method selected: Client will receive first email from BSE Star for ‘2FA’ and post authentication next email will receive with option to select payment method to complete transaction.
  • You can also share “Approval Link” available in the platform with client to complete 2FA process, and on completion of 2FAclient will receive an email from BSE Star to initiate payment process as per the option selected from a & b.
  • You may experience a delay of 30 sec upto 1 min to receive an approval link from BSE Star.

NSE NMF Payment Process:

  • NSE NMF does not provide an option to skip payment method selection before submitting the order.
  • After order submission, client will receive an email from NSE NMF to complete transaction with already selected payment method.
  • You can also share “Payment Link” available in the platform with client to complete transaction.
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