We’re pleased to introduce Corporate Fixed Deposits (FDs) at RankMF to help you expand your financial product offerings. FDs provide a secure and consistent investment opportunity that aligns perfectly with clients seeking stable returns and lower risk.
Here’s a step-by-step guide on how to place an FD order from your RankMF Partner Dashboard–
Step 1 – Visit the RankMF website
Visit the RankMF website and click on the ‘Partners Corner’ button at the top left corner. You will be redirected to the login page. Please enter your email address and password to log in.
Step 2 – Fixed Deposits
Once logged in, navigate to the taskbar and click on the ‘Investor Details’ section. Here, you’ll find a list of all your active clients. Select the client you want to initiate an FD order and click the ‘Fixed Deposit‘ button to proceed.
You will then be directed to the client’s shadow login page for Fixed Deposits.
Step 3 – Explore Fixed Deposits
Select the fixed deposit you want to initiate the transaction and click on the “Deposit Now” button.
Step 4 – Enter details
On this page, you can view details of the fixed deposit, including tenure, interest rates, minimum investment amount, and lock-in period. Enter the client’s preferred investment amount and select the interest rate (tenure). Next, choose the duration for the “Interest Payout” and click the “Proceed to Deposit” button.
Step 5 – Review and Make Payment
Review the order details on this page and enter the Aadhaar Number. If the investor wishes to set up auto-renewal for the FD, select the ‘Yes’ option. You will then see the “Renewal Option” section below. Choose between “Principal” and “Principal + Interest” according to the investor’s preference and proceed further. As you scroll down, you’ll reach the bank details section. Confirm the details, and if needed, you can edit them.
Click on the tick box to agree to the terms and conditions and click on the “Proceed to payment” button.
Step 6 – Make Payment
The Review and Payment page will appear on the next screen. You can initiate the transaction for your clients through four modes: OTM, Net Banking, NEFT, and UPI.
Select the preferred mode and tick the check box to agree to terms and conditions. Click on the “Confirm” button.
Please note, that once the order is initiated, the investor will receive an email and SMS with a link to complete the transaction. When the investors click on the link, they will be directed to the review and payment page.
Follow up with the client to ensure the transaction process is completed. Investors can make payments through NEFT/RTGS, Net banking, or UPI. This way, you can successfully place an FD order on behalf of your client from the RankMF Partner Dashboard.
We hope this article was helpful.
Disclaimer – Interest rates are subject to revision by the issuer without any prior notice. Specific issuers have an upper limit of investment for which these rates are applicable. Please contact the RankMF team for more details. RankMF acts as a facilitator between the investor and issuer for accepting Fixed Deposits. Investors are requested to do their due diligence on the mentioned Fixed Deposit before investing in any of them. Please note that RankMF nor its employees, Directors, Agent, or Subject endorse or certify the information provided by the issuer company and hence is not liable(legally or otherwise)under any circumstances for the information provided.
