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EDELWEISSPARTNERSWeb Portal for Partnerswww.edelweisspartners.com
I-SIP (INSTANT SIP) PROCESS MANUALEdelweiss Partners Partner Platform
I-SIP (INSTANT SIP) PROCESS MANUALHOW TO GENERATE E MANDATE1. Log on www.Edelweisspartners.com2. Manage client – click on generate ISIP/URN Mandate ID againstthe client name3. Select Start date & End date , Enter amount4. ISIP Mandate ID will generate & link will be sent to client registered Mail IDHOW TO PROCESS ISIPClient will receive mail from BSE with Mandate ID on email IDregistered in the UCC.
I-SIP (INSTANT SIP) PROCESS MANUALLogin in your Net banking – Go to Add Biller & click on Register1.00.80.60.40.20.0Select Mutual Fund
I-SIP (INSTANT SIP) PROCESS MANUALSelect BSE ISIP & Click on RegisterSelect AUTO PAY Required – Auto pay mode – Full AmountEnter 16 Digit Mandate ID & processYour ISIP mandate will register successfully.
I-SIP (INSTANT SIP) PROCESS MANUALHow to check your Mandate statusnumber. Incase the client does notGo to - Business Reports - Online Transaction Report - Mandate StatusSelect Client - Search
I-SIP (INSTANT SIP) PROCESS MANUALWhat are the various Mandate Statusi.ii.iii.REGISTERED BY MEMBERRECEIVED BY EXCHANGEAPPROVEDREGISTERED BY MEMBER - Mandate ID generated but client have not addRECEIVED BY EXCHANGE – Client add Mandate ID in his net Banking Billeroption successfully.Mandate in Biller.APPROVED – after verification of client bank status will change as Approved.Bank List available for EMandateBANK NAMEREMARKIndusInd BankNetbanking & Mobile banking Register and PayAxis BankNetbanking & Mobile banking Register and PayBank of BarodaNetbanking Register and PayBank of MaharashtraNetbanking & Mobile banking Register and PayCentral Bank of IndiaOnly MPAY Register and PayCanara BankOnly Mobile banking Register and PayCorporation BankNetbanking Register and PayCOSMOS BankNetbanking Register and PayCatholic Syrian BankNetbanking Register and PayCity Union BankNetbanking & Mobile banking Register and PayDevelopment Bank of SingaporeOnly Mobile banking Register and PayThe Dhanalakshmi BankNetbanking & Mobile banking Register and PayFederal BankOnly Mobile banking Register and PayFIRSTRAND BANKNetbanking Register and PayIDFC BankOnly Mobile banking Register and Pay
I-SIP (INSTANT SIP) PROCESS MANUALBANK NAMEREMARKIndian bankNetbanking & Mobile banking Register and PayINDIAN OVERSEAS BANKOnly Mobile banking Register and PayKarnataka BankOnly Mobile banking Register and PayLakshmi Vilas BankOnly Mobile banking Register and PayNKGSB bankNetbanking & Mobile banking Register and PayPunjab National BankOnly Mobile banking Register and PayRatnakar BankNetbanking Register and PaySouth Indian bankOnly Mobile banking Register and PaySaraswat BankNetbanking Register and PayUnion Bank of IndiaNetbanking Register and PayUCO BankNetbanking & Mobile banking Register and PayUnited Bank of IndiaOnly MPAY Register and PayYes BankNetbanking & Mobile banking Register and PayYES CORPORATE BANK LtdNetbanking & Mobile banking Register and PayHDFC BankNetbanking & Mobile banking Register and PayKotak Mahindra BankNetbanking & Mobile banking Register and PayShamrao Vithal Co-operative BankOnly NetbankingAndhra BankOnly Mobile banking Register and PayIDBI BankNetbanking Register and PayICICI BankNetbanking Register and PayState Bank of IndiaNetbanking & Mobile banking Register and Pay
I-SIP (INSTANT SIP) PROCESS MANUALS P Enabled AMC NameAXIS MUTUAL FUNDSBIRLA SUN LIFE MUTUAL FUNDBNP PARIBAS MUTUAL FUNDBOI AXA INVESTMENT MANAGERS PRIVATE LIMITEDDHFL PRAMERICA ASSET MANAGERS PRIVATE LIMITEDDSP BLACKROCK INVESTMENT MANAGERS PVT LTDFRANKLIN MUTUAL FUNDHDFC MUTUAL FUNDHSBC MUTUAL FUNDICICI PRUDENTIAL AMCIDBI AMCIDFC ASSET MANAGEMENT COMPANY LIMITEDINVESCO ASSET MANAGEMENT (INDIA) PRIVATE LIMITEDKOTAK MAHINDRA ASSET MANAGEMENT COMPANYL & T MUTUAL FUNDLIC MUTUAL FUNDMIRAE AMCMOTILAL OSWAL ASSET MANAGEMENT COMPANY LIMPEERLESS FUNDS MANAGEMENT CO. LTD.PPFAS ASSET MANAGEMENT PRIVATE LIMITEDPRINCIPAL MUTUAL FUNDQUANTUM AMCRELIANCE NIPPON LIFE ASSET MANAGEMENT LIMITEDTATA AMCTAURUS MUTUAL FUNDUTI MUTUAL FUND
Edelweiss, 104, 1st Floor, P J Towers, Bombay Stock Exchange Bldg, Fort,Ballard Estate, Fort, Mumbai, Maharashtra 400001
Netbanking Mobile banking Register and Pay Netbanking Mobile banking Register and Pay Shamrao Vithal Co-operative Bank Andhra Bank IDBI Bank ICICI Bank State Bank of India Only Netbanking Only Mobile banking Register and Pay Netbanking Register and Pay Netbanking Register and Pay Netbanking Mobile banking Register and Pay Kotak .
