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Investor Filters in DSP IFAXpress platform, lets you access your clients’ holding and transaction history, with just a few clicks, to help you decide what to sell to whom.
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| Here's a step by step guide on how to use Filters |
| OTM Bank Mandates |
- Investors whose bank mandate is registered can complete their transactions in just 2 clicks and enjoy a quick and easy transaction experience.
- Use this filter to know who HAVE or DON'T HAVE an OTM registered with DSP.
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| Systematic Plans |
- Systematic plans are the best tools for long-term investor engagement.
- Use this filter to know who HAVE or DON'T HAVE an active SIP, STP or DTP at overall or fund level so that you communicate aptly with your investors
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| Current holdings |
- It's important to know your client portfolio but downloading account statement is cumbersom.
- Use this filter to know who HAVE or DON'T HAVE investments in particular funds or category easily
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| Transactions |
- When you have 100s of investors, remembering their transaction history is difficult yet crucial
- This filter helps you create list of investors who HAVE or HAVE NOT Purchased, Redeemed or Switched, in any scheme or category, in a particular time period.
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| A filtered approach is more effective for long term engagement with investors. You may use the above filters in silos or combine multiple filters to create a target list as per your campaign objective. |
| Hope you found this tutorial helpful and stay tuned for more notes on IFAXpress to help you grow your business. |
| Mutual fund investments are subject to market risks, read all scheme related documents carefully. |
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