A. The company would enable investors to meet needs in a productive, cost effective manner by leveraging technology. Dreamlize.in is an online value-added investment platform for Indian and NRI investors. It has a strong vision and mission to empower investor’s awareness about financial products and connect the suitable technology with the growing complex financial products/investment.
Using Dreamlize.in, an investor can invest in a variety of products for the medium to long-term financial needs and goals. Currently we offer mutual fund schemes of all the AMCs. Dreamlize is not just an informational service, it is a transactional platform where you can link with your bank and actually make investments online.
A. We are trying to solve the issues of:
1. Reducing paper work – Go green initiative.
2. Increased convenience to transact MF schemes at one place
3. Increased compliance to regulations
4. Enhanced investor service and experience through use of state-of-art technology
5. In the near future, we are planning to launch a prudent insurance platform that will offer investor-friendly, economical insurance options to our customers. And also various types of loans, equities, and fixed deposits on our platform. Please keep an eye out for it!
A. We are starting with Mutual funds but later we will include various investment, insurance and loan products
A : You can contact us through email or phone. You can write to us anytime at Contact Us with your queries/complaints.
A: The Dreamlize.in is integrated with online transaction platform. The Investor logs in, transacts and the money flows automatically to AMC at cut off time. The transaction feed file is also automatically uploaded to R&T. The reverse feed is used to inform the investor about the units etc.
A :Dreamlize.in team would create investors. Please write to us to create an accout.
A : Only the investors
A. For first time, an investor agreement is required to be signed between Dreamlize.in and investor. Along with the above docs KYC will also be taken. Subsequent to this, there is no paper work required for normal transactions.Once the investor documents are scanned and uploaded, the investor can start transacting immediately
A : Yes, for all transaction amounts except for investors from Sikkim.
A : The KYC modification will have to be done. Also the form for change of address has to be sent to us along with new KYC so that the same can be updated at R&T end.
A. The investor needs to fill and sign the Change in name form. The same has to be scanned and sent to us so that the same can be updated at R&T end.
A. All major funds including Kotak, Franklin Templeton, Fidelity, CanaraRobeco, ICICI prudential, DWS, Daiwa, DSP Black Rock, Religare, Axis, HSBC, BNP Paribas, Tata, Sundaram, Edelweiss, Morgan Stanley, Reliance, HDFC, Birla, SBI, IDFC, IDBI, UTI, Miraeetc have already signed up/ in process of signing SLA.
A : Once the client details are scanned and uploaded approximately 21 days.
A : The AMC do not have facility to offer SIP in all schemes hence few schemes are not available for SIP
A. 11:30 am for liquid and 2:00 pm for non liquid funds.
A. Tech process, an RBI approved payment gateway.
A: All major private, foreign and PSU banks have signed up. Banks like SBI, BOB, ICICI, HDFC, Citibank etc.
A : This is because the agreement with HDFC bank states that only customers who have registered for transacting through HDFC can transact.
A. Yes, as long as purchase is done through NRE account. During redemption, in some funds, the FIRC might be required.
A: The flow for offline customers will remain same.
A: If this rare event happens, then money is credited back to customer account within 3 days. If not, kindly inform us so that we can follow up on your behalf.
A: Yes as bank id and password is required for purchase
A: Yes since the reverse feed from R&T will have both offline and online transactions.
A: Yes, Investor can also carry out one time switch, Systematic Withdrawal Plan (SWP), Systematic Transfer plan (STP).
A: No, switch is only between schemes of same fund house
A: Yes through features like Shopping Cart, WRAP etc.
A: The SIP mandate form for a bank account along with cancelled cheque is required to be sent. Once the Mandate is approved, the investor can schedule multiple SIP as long as the amount and term is within mandate limit