We have upgraded the investing experience for your investors by adding a new feature called Baskets. This feature allows brokers to create curated sets of schemes and guide investors toward more personalised investment choices.
You can create two types of baskets:
Theme Basket
In this basket, you can add multiple schemes and assign a percentage to each one.
When the investor selects the basket and enters an investment amount, the system will distribute the amount automatically based on the percentages assigned. Personalised Basket
This basket is designed to give even more tailored recommendations.
It works on three inputs: Risk, Time Horizon and Amount Range. During the investment process, the investor answers a few questions based on these factors, and Mint recommends the most suitable basket.
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A
Anuj Jainposted
about 9 hours ago
Admin
Hello,
We plan to introduce Basket based Onboarding in BSE 2.0 integration.
KINDLY ADD BASKET OPTION LIKE MFU
Introducing Scheme Investment Baskets in MFU:
We have upgraded the investing experience for your investors by adding a new feature called Baskets. This feature allows brokers to create curated sets of schemes and guide investors toward more personalised investment choices.
You can create two types of baskets:
Theme Basket
In this basket, you can add multiple schemes and assign a percentage to each one.
When the investor selects the basket and enters an investment amount, the system will distribute the amount automatically based on the percentages assigned.
Personalised Basket
This basket is designed to give even more tailored recommendations.
It works on three inputs: Risk, Time Horizon and Amount Range. During the investment process, the investor answers a few questions based on these factors, and Mint recommends the most suitable basket.
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1 Comments
Anuj Jain posted about 9 hours ago Admin
Hello,
We plan to introduce Basket based Onboarding in BSE 2.0 integration.
Regards
Team Investwell
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