INVEST
The investment page is the central dashboard of the FUNDSGENIE app
Once you tap on the 'Invest' icon given at the bottom banner, you will by default land on the home page of the Invest page.
This Section Contains:
How to Invest In SIP/One-time
Tap on the 'Invest' tab in the bottom banner.
You can either tap on 'Explore All Mutual Funds' or 'Genie Recommendations'.
Explore the mutual funds and select the fund in which you wish to invest.
Click on the 'Invest Now' button given towards the bottom right-hand side of each fund.
Enter the SIP/Lumpsum amount, date, and duration. Select holding mode- Physical/Demat.
Physical Order :
If you select holding mode as 'physical form', an order authentication window will appear.
Authenticate the order by selecting the mobile number and desired option. Then generate OTP.
As a payment mode, you can either select net banking, UPI, or NEFT/RTGS.
Accept the payment before time-out, and your new SIP order will be placed successfully.
Demat Order :
If you select holding mode as 'Demat,' enter the amount or units in the order placement window and click on Continue.
Cross-check your details and click on the 'Register SIP' button.
As a payment mode, you can either select Net Banking, UPI, or NEFT/RTGS.
Accept the payment before time-out, and your new order will be placed successfully.
Mutual Fund Order & Payment Timing
Mutual Fund Order & Payment Timing
Scenario
Which NAV Will Be Applied
When Will Order Be Processed
Order Status
Buy Order placed before 2.30 PM and payment updated with BSE before 2.30 PM
Today's NAV
Processed today
In progress
Buy Order placed before 2.30 PM and payment updated with BSE after 2.30 PM
Next business day's NAV
Processed next business day
Payment Pending
Buy Order placed after 2.30 PM and payment updated with BSE after 2.30 PM
Next business day's NAV
Processed next business day
Payment Pending
Buy Order placed before 2.30 PM and payment not made on same day
Not processed
Not processed
Failed
Note: The above scenarios are based on a 2.30 PM cut-off time. Orders and payments made after 2.30 PM will be considered for the next business day’s NAV and processing. If the cut-off time for your scheme is different (for example, 1:30 PM for some liquid funds), please refer to the respective scheme details.
How to Invest in NFO?
A separate section named 'Ongoing NFOs is given towards the middle part of the Invest page. Click on 'View More' to see both ongoing NFOs and previously applied NFOs. The details like,
Fund Name
Open Date
Close Date
Allotment Date
can be clearly seen. If the user wishes to invest, he/she can click on the 'Apply Now' button given at the bottom right corner of each fund.
The process follwed are same as that explained in - How to Invest In SIP/One-time
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