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About Software

• This software download Net Asset Value of Mutula Funds directly from the website www.amfiindia.com  and send it to clients via SMS.
• The  Association  of  Mutual  Funds  in  India (AMFI)  is  dedicated  to  developing  the  Indian  Mutual  Fund  Industry  on  professional,  healthy  and  ethical  lines  and  to  enhance  and  maintain  standards  in  all  areas  with  a  view  to  protecting  and  promoting  the  interests  of  mutual  funds  and  their  unit  holders.
• A Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The income earned through these investments and the capital appreciation realized are shared by its unit holders in proportion to the number of units owned by them. Thus a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.
• Advantages of Mutual Funds:-
• Professional Management
• Diversification
• Convenient Administration
• Return Potential
• Low Costs
• Liquidity
• Transparency
• Flexibility
• Choice of schemes
• Tax benefits
• Well regulated
• Types of Mutual Fund Schemes
:-
• By Structure :-
  • Open - Ended Schemes
  • Close - Ended Schemes
  • Interval Schemes
• By Investment Objective :-
  • Growth Schemes
  • Income Schemes
  • Balanced Schemes
  • Money Market Schemes
  • Assured Return Schemes
  • ELSS Schemes
  • Fund of Funds Schemes
  • Floating Rate Schemes
  • Gilt Schemes
  • Liquid Schemes
• Other Schemes :-
  • Tax Saving Schemes
  • Special Schemes :-
    • Index Schemes
    • Sector Specific Schemes
• Currently we have following Mutual Funds in market:

• Bonrix Mutual Fund Manager download NAV from the Internet and sent it to your clients via SMS. Comparison with previous date's NAV is also possible, depending on that it calculates % (Percentage) Return. So Client can see performance of Mutual Fund.  

Refresh Latest NAV

• It retrieves latest NAV from Internet and stores it in database.

Client Management

• You can add, edit and delete Client Details.
• Clients details includes his name, city, phone and Active/Inactive.
• Clients can be Active/Inactive. If Client is Active SMS is generated else not.

Short Name Assignment

• Mutual Fund schemes might have large name which may occupy more characters in SMS.
• This Form solves that problem by assigning short name to schemes.
• In this software you can find any Mutual Fund easily. For that first you have to select  your Mutual Fund, that are mentioned above.
• Then You have to select whether it is Open Ended or Close Ended.
• Then You have to select category like Income , ELSS , Growth , Liquid , Money Market etc. 

Client Script Entry

• Here You can add, delete schemes for particular client.
• If scheme code is known then directly enter that code otherwise you can search your scheme by clicking on Search button.

Search Scheme and Send NAV As SMS

• Here You can select schemes of Mutual Funds of different companies and Generate SMS from that and send to all clients.
• Example

                Hello Rajesh Vyas
                ABN MIP G 13.59
                ABN MIP MD 10.97
                BLT G 11.84
                B L T D 11.84

• You can also see History NAV  of that Selected schemes and compare them.
• You have a choices like 3 month, 6 month, 1 year, 2 year and 3 year for History NAV. Which takes respective date from Today.
• And You can also select Date from Date Time Picker.
• Respective to that difference it finds NAV and %Return.
• You can send SMS to all clients with Short Name, NAV ,Difference,%Return.
• Example

                Hello Anil Parmar
                3 Month
                Short Name,NAV,Diff.,Diff %
                ABN MIP G 13.59 0.5(3.79%)
                ABN MIP MD 10.97 0.16(1.51%)
                BLT G 11.84 1.03(9.53%)

• Example

                Hello Minal Patel
                104 Days
                Short Name,NAV,Diff.,Diff %
                ABN MIP G 13.59 0.52(3.97%)
                ABN MIP MD 10.97 0.18(1.69%)
                BLT G 11.84 1.31(12.44%)

• You can send SMS to only those clients who have that schemes with Short Name, NAV ,Difference,%Return.
• Example

                Hello Anil Parmar
                3 Month
                Short Name,NAV,Diff.,Diff %
                ABN MIP G 13.59 0.5(3.79%)
                ABN MIP MD 10.97 0.16(1.51%)

• Example

               Hello Anil Parmar
               104 Days
                Short Name,NAV,Diff.,Diff %
                ABN MIP G 13.59 0.52(3.97%)
                ABN MIP MD 10.97 0.18(1.69%)

Send NAV As SMS

• Here You can Send Latest NAV through SMS to only those clients who have that schemes with Short Name and NAV.
• Example

                Hello Rajesh Vyas
                ABN MIP G 13.59
                ABN MIP MD 10.97
                BLT G 11.84
                B L T D 11.84

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Bonrix Software Systems Call us +91-9426045500, 91-79-26426364 Email us at : info@bonrix.net @ A-801, Samudra Complex, Near Klassic Gold Hotel, Off. C. G. Road, Ellisbridge, Ahmedabad - 380006, Gujarat, India.

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