Product Roadmap

Introduction

Going live

Overview
Licenses

Identity

Overview
Check the kyc status
- Overview
- Required information
- Verify bank account
- Fetch investor details
FAQs

MF Orders

Overview
Lump Sum Orders
Recurring Orders
- Open an Investment Account
- Required Information
- Create a Purchase Order
- Create a Redemption Order
- Switch from one scheme to another
- Create a Purchase Plan
- Pause Installments of an Existing Purchase Plan
- Create a new SWP
- Pause installments of an existing SWP
- Create a new STP
- Pause installments of an existing STP

Payments

Overview
Setting up eNACH/UPI-Autopay mandate
Collect payments via Netbanking/UPI
Collect payments via eNACH/UPI-Autopay mandate

FP-CybrillaPOA gateway

Overview
Going Live
Custom Checkout
Payment Retry
Sandbox Simulation
Capabilities
AMCs Live
- Monthly SIP
- Business day Daily SIP
- Calendar day Daily SIP

Investor Reporting

Overview
Usage

Investor Servicing

Overview
- Phone number NCT

Data

Overview
Schema

General topics

Automated communications with investors
Deprecated features
BSE Validations
Best Practices Guide
Security Assurance
Incident Reports
- Overview
- NAV Applicability

Upcoming

Overview
Roadmap
- Webhook implementation for FP events

APIs
About us

Product Roadmap

Last updated

APIs
Fintech Primitives
Cybrilla Technologies
Careers
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