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Professionally Guided, Paperless and free Onboarding…

Trust the underlying principle in nature that lets Life blossom to its fullest glory…

At VikasGenie, we understand each investor according to their goals, income and circumstances. Having two decades of experience into finance domain, this have made the team matured with time to professionally route the corpus to the vibrant and dynamic goals of each investors in different walks of their life. Being with VikasGenie, it is a quick and easy step for an investor to get started with, in converting their dream to reality.

The Features below completely proves the above statement:

  • Mutual Funds (Tie-up with 35 AMCs) and Corporate Fixed Deposits (Tie-up with 6 Companies)
  • VikasGenie services all types of client be it Resident Indian or Non Resident Indian, be it retail or corporate.
  • Paperless account opening for KYC compliant individual and non-individual investors
  • One-time document submission
  • Authenticate you KYC status on one click.
  • If required, documents pick-up facility available free of cost for clients within India
  • Dashboard having features like portfolio tracker, recent transaction, market updates acts as a mirror for you to give a holistic view about your investment growth.
  • A user friendly web and mobile based portal with rich features
  • Mobile Apps coming soon

Professionally

Fully featured Screening and execution model…

Trust the underlying principle in nature that lets Life blossom to its fullest glory…

Associating with VikasGenie means getting the innovative tools, premium insights, robust education, and dedicated specialist support of highly experienced professional—all of which would help to give you what you need to make informed and timely investment decisions, all with no trade minimums or platform fees. Seamless and easy to execute platform gives you a wholesome and in control approach towards investments.
- Use our Mutual Fund Screener to view funds by category, AUM, quick information and more, including fund performance, holdings, and VikasGenie Rating.
- Screen and compare funds up to five mutual funds at once.
- Review VikasGenie spotlight mutual funds for each month, and find portfolio solutions that are right for you.
- Review VikasGenie spotlight mutual funds for each month, and find portfolio solutions that are right for you.
- Multiple transactions through single cheque or fund transfer
- Real time tracking of order status.
- SMS / email verification and intimation to the investors.
- Lump sum, redemption, switch and systematic (SIP, STP, SWP) investment all with one click.
- Option to add new SIP mandate and bank accounts online for the investors.
- NRI transactions allowed.

Fully

Payment mandate and single point payment gateway…

Trust the underlying principle in nature that lets Life blossom to its fullest glory…

  • Register one time mandate and you are ready for all your investment transaction.
  • Multiple modes of payment (Cheque, Net Banking, RTGS / NEFT, Mandate)
  • Easy and Secured Payment Options
  • VikasGenie provides you secured payment option wherein your money goes directly from your account to the BSE clearing house.
  • We use bank-grade security to manage your transactions and your personal data is not shared with anyone.

Payment

Single click, anytime Reporting system…

Trust the underlying principle in nature that lets Life blossom to its fullest glory…

Imagine sitting at your office or you are on a vacation, investment never comes according to the lifestyle we have. Either we are on stress or we are in pleasant mood, discipline investment makes easy pathway towards accomplishment of the reality. But if you don’t have easy access to your investment how could you discipline yourself?
VikasGenie plays an important role in giving you a complete access on your investments wherever you are. On work or on vacation, you can review the portfolio, analyse, rebalance and generate your statements when you wish to in following manner:

  • Single consolidated view of all the investments
  • Access to all family accounts from a single login
  • Transaction and capital gain statements since inception
  • In-depth portfolio analysis

Single

Data storage in latest securitized infrastructure…

Trust the underlying principle in nature that lets Life blossom to its fullest glory…

Web-based Application System with central storage on Cloud Infrastructure.VG Platform is hosted on cloud, with a comprehensive suite of DR Services, backed by world-class security services and end-to-end managed services:

  • Application is Stateless,
  • There are no direct calls from application to BSE server
  • Flow App -> VG Server (Encryption/Decryption)-> BSE server
  • Uses token Authorization for each API call
  • Handled CRSS attacks by using best practices with Angular js
  • All server Api are secured with authorization
  • API available for whitelisted IPS only
  • VG server communication with BSE through APIs only
  • API implemented as per BSE document and all Encryption keys secured at Admin level.

Data

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