edge360- CAMS MFD/RIA App

Manage mutual fund distributions and investor portfolios with edge360- CAMS MFD/RIA App, the mobile platform built for ARNs and EUINs to streamline every aspect of fund management in seconds.

Registering and logging in takes just minutes. Once your ARN is verified, you'll access your account via PIN or pattern login — no tedious re-registration needed if you've already signed up on the web. First-time users can complete setup directly in the app, and both ARN holders and their authorized EUINs enjoy full functionality.

Execute a complete range of financial transactions across all CAMS-serviced mutual funds without leaving the app. Process fresh and additional purchases, redemptions, switches, and systematic investment plans with equal ease. You can also manage pause, cancel, renewal, and top-up requests for ongoing transactions. Uniquely, edge360 supports both online and offline transaction formats, letting you serve investors regardless of their preferred method.

Stay informed on every transaction you initiate. Track the status of investments submitted through edge360 as well as those processed via other platforms, giving you comprehensive visibility into all investor activity under your management. This unified view eliminates guesswork and keeps you ahead of settlement timelines.

Gain control over your brokerage earnings with detailed reconciliation tools. Review your income broken down by fund, brokerage type, and other parameters. The app clearly displays withheld amounts and explains why funds were retained, helping you identify and remediate issues to recover owed commissions. Plus, identify your top-earning investors and best-performing schemes so you can prioritize service and grow your practice.

Generate customized Statements of Account for your investors directly from your phone and share them instantly via WhatsApp. Select your preferred reporting period and download multiple report formats, including WBRs, all without visiting a desktop.

Onboard new investors seamlessly using integrated Online KYC, eliminating paper-based friction and reducing time-to-investment. Manage existing investor relationships and their complete portfolios — from initial onboarding through ongoing portfolio reviews — all from one intuitive interface.

The roadmap includes powerful additions: investor insights and campaign tools, contact detail updates, instant redemptions, bulk transaction capabilities, and more. edge360- CAMS MFD/RIA App continues to evolve, ensuring you stay equipped with the latest tools to grow your mutual fund distribution practice.

For support, contact [email protected] or call 044-6125-0000.