Iprutouch Distributor Handbook PDF

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Mobile Application
Handbook
(DISTRIBUTOR)
The information contained herein is solely for private circulation for reading/understanding of registered Advisors/ Distributors
of ICICI Prudential Asset Management Company Ltd and should not be circulated to investors/prospective investors.
Welcome to the IPRUTOUCH Mobile Application handbook exclusively for distributor /partners
empanelled with ICICI Prudential Mutual Funds.
This handbook covers a step-by-step journey of each feature within the IPROUTOUCH App and will
serve as a guide for your if you were to get stuck somewhere in your journey within the App while
initiating transactions for your investors.
?? What are you looking to do?
1 REGISTRATION and LOGIN on IPRUTOUCH

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2 INITIATE TRANSACTION FOR YOUR EXISTING INVESTOR
3 OPPORTUNITIES TO GROW YOUR BUSINESS
4 SERVICES: ACCOUNT / CAPITAL GAIN STATEMENTS
5 EXPLORE VALUE ADDED FEATURES
REGISTER AND LOGIN
Q. What is ‘Pru-Partner’ ID?

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Q. What is ‘Pru-Partner’ Password?
Q. What is a 4-Digit PIN?
Q. How can I log into IPRUTOUCH App as an ICICI Prudential Mutual Funds empanelled distributor?
Q. How can I create a 4-Digit PIN to access IPRUTOUCH?
USER ID / PASSWORD ISSUES

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Q. I don’t remember my Pru-Partner ID / User ID, how can I recover it?
Q. I don’t remember my Pru-Partner password, how can I recover it?
Q. I don’t remember my 4-Digit PIN, how can I recover it?
01
ACCOUNT LOCKED
Q. My account is locked, how can I unlock it?
?? ADD NEW USER
Q. Can I add multiple users in a single device? How?

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NEW TRANSACTION FOR EXISTING INVESTORS
Q. How do I initiate a Purchase of a LUMPSUM investment for an existing investor?
Q. How do I initiate a Systematic Investment Plan (SIP) transaction for an existing investor?
Q. How do I initiate a SWITCH transaction for an existing investor?
Q. How do I initiate a Systematic Transfer Plan (STP) transaction for an existing investor?
Q. How do I initiate a REDEEM transaction for an existing investor?
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Q. How do I initiate a ROLLOVER transaction for an existing investor?
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‘MY BRIEFCASE’: BUSINESS OPPORTUNITIES TO GROW YOUR BUSINESSES
Q. SIP Ceased – List of all the Investors in your portfolio who have stopped or cancelled their SIPs
can be viewed.
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Q. SIP NOT Renewed – List of all the Investors in your portfolio who have SIPs due for renewal in the
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next 3 months can be viewed.
Q. Lumpsum Only Investors – List of all the Investors in your portfolio who have invested only in
Lumpsum and don’t have any active SIPs with you can be viewed.
Q. SIP Only Investors – List of all the Investors in your portfolio who have invested only in SIPs and
don’t have any active Lumpsum investment with you can be viewed.
Q. Tax Plan Pending Investors – List of the Investors who have either PREVIOUSLY or NEVER
invested in Equity Linked Savings Schemes (ELSS) in the current financial year in your portfolio
can be viewed.
Q. CLOSE ENDED SCHEME (CES) UPCOMING FOR MATURITY – List of investors who had invested
in CES which are going to mature in next 3 months can be viewed.
Q. CLOSE ENDED SCHEME (CES) MATURED – List of investors who had invested in CES and are
now matured can be viewed.
Q. TRIGGER ON MATURITY – List of investors who have invested in Close Ended Schemes (CES)
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but have not initiated a request for Trigger on Maturity/Advance Switch.
Q. What other types of analytics support can I expect from ICICI Prudential Mutual Funds in the
near future?
ACCOUNT AND CAPITAL GAIN STATEMENTS
Account Statement ??
Q. How can I send ‘Account statements’ to my investors?
Q. What are the different durations for which I can send the ‘Account Statements’ to my investors?
Q. In which formats can send the account statements to my investors?
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Capital Gain Statement
Q. How can I send ‘Capital Gain’ statements to my investors?
Q. What are the different durations for which I send ‘Capital Gain’ statements to my investors?
Q. By which mode of delivery can I send ‘Capital Gain statement’ to my investors?
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VALUE ADDED BENEFITS
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Q. How do I get to know the Current NAVs of ICICI Prudential Mutual Fund schemes?
Q. Where can I get Factsheets, Product Notes on ICICI Prudential Mutual Fund schemes and Market
news?
Q. How can I get info on Upcoming NFOs?
Q. Can I view videos/info-graphs explaining schemes of ICICI Prudential Mutual Fund?
Q. What are the different types of calculators I can use to plan my investments?
REGISTER & LOGIN
? What is 'Pru-Partner’ ID? ??

Pru-Partner’ ID is your User Name/ID. It is your unique identification required to login and access
the IPRUTOUCH App as a distributor.
? What is ‘Pru-Partner’ Password?

‘Pru-Partner Password’ is your secret word or phrase that is required to login with your
Pru-Partner ID and access the IPRUTOUCH App as a distributor.
? What is 4-Digit PIN?

‘4-digit PIN’ is your Personal Identification Number (PIN) to login into your Pru-Partner account.
It is a combination of 4 numbers set by you to access IPRUTOUCH and is device specific. The
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same PIN cannot be used to login to your Pru Partner account from a different device.
? How can I create a 4-Digit PIN to access IPRUTOUCH?

On your first login, you will get an option to set your 4-Digit-PIN.
In case you wish to set it up later, you can login using your Pru Partner credentials and set it
through the ‘Manage Account’ section.
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? How can I register and login to the IPRUTOUCH App as a distributor?

Please follow the below steps to download & login to the IPRUTOUCH App.
1. Download the IPRUTOUCH app from Playstore or App Store and register as ‘Distributor’.
2. Enter your Name, Mobile Number, Email ID and AMFI Registration Number (ARN) Number.
Select ‘State’ and ‘City’ and click on ‘Generate OTP’.
3. Enter the OTP sent on your Mobile No & Email ID, and click on ‘Login’ (In case you did not receive
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the OTP or want to edit details, click on ‘Re-submit’)
4. Click on ‘Login’ at the bottom left of the screen and click on ‘Register Now’
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5. On entering your ARN number, your registered Mobile No. & Email ID will be pre-populated. Click
on ‘Generate OTP’ and verify your identity by entering the OTP sent on the registered contact details.
6. Choose a Username & Password that will be your Pru-Partner ID & Password and create your login.
USER ID / PASSWORD ISSUES
? I don’t remember my Pru-Partner ID / User ID, how can I recover it?

Please follow the below steps to recover your Pru-Partner ID / User ID
1. Click on ‘Login’ on the bottom left of your screen
2. Click on ‘Forgot User ID’
3. Enter your ARN Number and registered Email ID and click on ‘Submit’
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4. After verification, your ‘user ID’ will be emailed to your registered email address.
? I don’t remember my Pru-Partner Password, how can I recover it?

Please follow the below steps to recover your Pru Partner password/ User password
2. Click on ‘Forgot User Password’
3. Enter your registered Email address and User ID and click on ‘Submit’
4. After verification, a new password will be sent to your registered Email ID
? I don’t remember my 4-Digit PIN, how can I recover it?

Please follow the below steps to recover your 4-Digit PIN
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2. Click on ‘ Forgot 4-Digit PIN’
3. Enter your email address and User ID and click on ‘Submit’
4. After verification, a new 4-Digit-PIN will be sent to your registered Email ID and Mobile No.
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ACCOUNT LOCKED
? My account is locked, how do I unlock it?

Your account gets locked if you enter incorrect login details 5 times. To unlock your account, you
are requested to call our call center number (022-28586011 / 18002006666 / 1800222999) and
verify your details with the executive. On successful verification, your account will be unlocked
immediately.
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? Can I add multiple users in a single device? How?
ADD NEW USER
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Yes, you can add multiple users in a single device. Please follow the following steps
1. For existing Pru-Partner ID and Password, click on ‘Login’ followed by ‘Login as a different user’
and enter the new credentials
2. To create an additional Pru-Partner ID and Password, click on ‘Login’, followed by ‘Login as a
different user’, followed by ‘Register Now’ and follow the steps for new user registration as
mentioned above.
NEW TRANSACTION FOR EXISTING INVESTORS
How do I initiate a Purchase (LUMPSUM) investment for my existing investor?
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Please follow the below steps to initiate a Purchase transaction for your existing investors:
1. Login to your account and click on ‘Existing Investors’

2. Click on ‘My Clients’ and get a list of all your investors. You can search for them by their name,
Folio or PAN No.
3. Select the concerned investor; click on ‘Purchase’ and verify the pre-filled details of the investor.
4. Under ‘Broker Code’ your ARN code will be pre-filled and cannot be modified. You can add Sub
Broker ARN Code and/or EUIN number, if required.
5. Select payment type: One Time Mandate (OTM) or Non OTM
Case I: Payment through One Time Mandate (OTM)

In case you select OTM as the payment type, there will be a list of investor’s OTM registered banks that
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you must select from. The bank name, account number and OTM limit will be displayed.
Case II: Payment not through One Time Mandate (Non OTM)
In case an investor has not registered for OTM, the OTM option will be greyed out. In such a case, the
payment will need to be made by the Investor via Netbanking, Debit card or UPI.
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6. Post selection of payment type, select scheme type, scheme name, scheme option followed by
the amount to be invested.
7. Add more schemes (Optional)
You can invest in multiple schemes of ICICI Prudential Mutual Fund in a single transaction.
8. Once you click on submit, the transaction will be initiated and a communication will be sent to
the investor.
Case I: OTM Investors will receive a call on their registered Mobile Number. The investor will need
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to confirm and verify the transaction for the payment to be initiated.
They will also be sent a verification link on their registered email address and mobile number that
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can be validated by an OTP. The verification link will be valid for 72 hours.
Case II: Non OTM Investors will receive a link on their registered Mobile Number & Email ID. Please
ask the investor to click on the link to confirm the transaction and initiate the payment. They can do
the payment via Net Banking, Debit Card or UPI. The verification link will be valid for 72 hours.
? How do I initiate a Systematic Investment Plan (SIP) transaction for my existing investor
Please follow the below steps to initiate a SIP transaction for your existing investors:

2. Further click on ‘My Clients’ and get a list of all your investors. You can search for them by their
name, Folio or PAN No.
3. Select the concerned investor, scroll to the right, select ‘SIP’ and verify the pre-filled details of
the investor.
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In case you select OTM as the payment type, there will be a list of investor’s OTM registered banks
that you must select from. The bank name, account number and OTM limit will be displayed.
In case an investor has not registered for OTM, the OTM option will be greyed out. In such a case,
the payment will need to be made by the Investor via Netbanking, Debit card or UPI.
6. Post selection of payment type, select the scheme type, name and option followed by the SIP
frequency, debit date and SIP start and end month.
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7. Enter the SIP ‘Amount’ to be debited as per the set frequency.
8. Top Up Details’ (Optional)
Your SIP Investment grows regularly like your income through SIP ‘Top Up’ feature to achieve
your financial goals faster.
You can enter your desired Top-Up amount or Percentage and the Top Up frequency (Yearly or
Half Yearly).
The Top Up feature can be limited (capped) to a certain amount or till a specified date.
10. Once you click on submit, the transaction will be initiated and a communication will be sent
to the investor.
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Case I: OTM Investors will receive a call on their registered Mobile Number. The investor will need to
confirm and verify the transaction for the payment to be initiated.
They will also be sent a verification link on their registered email address and mobile number that can
be validated by an OTP. The verification link will be valid for 72 hours.
Case II: Non OTM Investors will receive a Unique Registration Number (URN) to their registered
mobile number & email address. They will need to register the URN number with ICICI Prudential
Mutual Fund as a biller under the BillPay section through their bank’s Internet Banking service along
with the full SIP amount to avoid transaction failure in the future.
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IMPORTANT NOTE: To ensure smooth processing of the SIP, please ensure the URN should be
registered with the bank account linked with the folio number before 15 days of first SIP installment
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date.
? How do I initiate a SWITCH transaction for my existing investor?

Please follow the below steps to initiate a SWITCH transaction for your investors
3. Select the concerned investor, scroll to the right, select ‘Switch’ and verify the pre-filled details
of the investor.
5. Select the type and name of the scheme you want to switch your funds from.
Note: Your investor needs to hold an existing investment in one of the schemes to switch.
Currently, you can only switch between select ICICI Prudential Mutual Fund schemes.
Applicable for select schemes only.
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6. Select the type and name of the scheme you want to switch to. You can switch by amount,
units (few or all)
7. Select the transaction type – One Time Mandate (OTM) or Non OTM and click on submit to
initiate the transaction.
to confirm and verify the transaction for it to be initiated.
Case II: Non OTM Investors will receive a link on their registered Mobile Number & Email ID.
Please ask the investor to click on the verification link sent to their registered email address and
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mobile number and validate it through an OTP. The verification link will be valid for 72 hours.
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? How do I initiate a Systematic Transfer Plan (STP) transaction for my existing investor?
Please follow the below steps to initiate an STP transaction for your existing investors
3. Select the concerned investor, scroll to the right, select ‘STP’ and verify the pre-filled details of
the investor.
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4. Under ‘Broker Code’ your ARN code will be pre-filled and cannot be modified. You have
an option to add Sub Broker ARN Code and/or EUIN number, if required.
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5. Select the type and name of the scheme you want to initiate STP from and the frequency at
which the transfer needs to be done.
Note: Your investor needs to hold an existing investment to initiate an STP. Currently, an STP
can be done only within select ICICI Prudential Mutual Fund schemes.
6. Select the scheme type, scheme name and scheme option that you want at the receiving end
of the STP.
7. Enter the ‘STP Amount’ and no. of installments and click on submit to initiate the transaction.
8. Investor will receive a link on their registered Mobile Number & Email ID. Please ask the investor
to click on the verification link sent to their registered email address and mobile number and
validate it through an OTP. The verification link will be valid for 72 hours.
? How do I initiate a REDEEM transaction for my existing investor?

Please follow the below steps to initiate redeem transaction for your investors
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3. Select the concerned investor, scroll to the right, select ‘Redeem’ and verify the pre-filled details
of the investor.
5. Select the type and name of the scheme you want to initiate the redeem transaction on
6. Select transaction type – OTM or Non OTM
7. Select registered bank account where you want the amount to be credited. You can redeem by
amount or units (few or all)
8. Click on submit to confirm the details and initiate a redemption transaction.
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to confirm and verify the transaction for the payment to be initiated.They will also be sent a
verification link on their registered email address and mobile number that can be validated by an
OTP. The verification link will be valid for 72 hours.
ask the investor to click on the verification link sent to their registered email address and mobile
number and validate it through an OTP. The verification link will be valid for 72 hours.
The proceeds from the redemption will be credited to your registered bank account.
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? How do I initiate a new ROLLOVER transaction for my existing investor?

Please follow the below steps to initiate Rollover transaction for your investors
3. Select the concerned investor, scroll to the right, select ‘Rollover’ and verify the pre-filled details
of the investor.
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4. Under ‘Broker Code’ your ARN code will be pre-filled and cannot be modified. You have an
option to add Sub Broker ARN Code and/or EUIN number, if required.
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5. Select the Scheme type and name to initiate the Rollover transaction. All units allotted in the
existing fund will be eligible for Rollover.
Note: The Rollover transaction will be initiated on date of Maturity of the Fund.
6. Click on submit to confirm the details and initiate/schedule the transaction.
to confirm and verify the transaction for it to be initiated.
ask the investor to click on the verification link sent to their registered email address and mobile
number and validate it through an OTP. The verification link will be valid for 72 hours.
‘MY BRIEFCASE’ BUSINESS OPPORTUNITIES TO GROW YOUR BUSINESSES

ICICI Prudential Mutual Fund provides their partners to grow their businesses by providing host of
opportunities through advanced analytics to your existing investors. Please find the opportunities
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that can be viewed on the IPRUTOUCH Mobile App.
? SIP Ceased –
List of all the Investors in your portfolio who have stopped or cancelled their SIPs can be viewed.
A distributor has an option to ‘Restart’ the SIPs and call these Investors directly from within the
App (call charges apply).
Please follow the following steps to view and restart the SIPs
1. Enter your 4-Digit PIN to login and click on ‘My Briefcase’, followed by a click on ‘Opportunities’
2. Click on ‘SIP Ceased’ - You will get a list of all investors who have stopped/cancelled the SIPs.
You can also search a particular investor by his Name, Folio or PAN No.)
3. Post confirmation from your investor, you can restart the SIP with just one click on the ‘restart’ button.
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Note: You can call the Investor from within the app by clicking on the ‘ ’ icon
4. On clicking ‘Restart’, the concerned investor’s details will display on the screen with your Broker
Code pre-filled. You may enter a Sub Broker Code and/or EUIN, if required.

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Half Yearly).
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the investor.
Mutual Fund as a biller under the BillPay section through their bank’s Internet Banking service
along with the full SIP amount to avoid transaction failure in the future.
registered with the bank account linked with the folio number before 15 days of first SIP installment date.
? SIP due for Renewal –
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List of all the Investors in your portfolio who have completed their SIPs can be viewed. A
distributor has an option to ‘Restart’ the SIPs or even call the Investor directly from within the
App (call charges apply).
Please follow the following steps to view and renew and restart the SIPs
1. Enter your 4-Digit PIN to login and click on ‘My Briefcase’, followed by a click on
‘Opportunities’
2. Click on ‘SIP Not Renewed’ - you will get a list of all investors whose SIPs have ended. You can
also search a particular investor by his Name, Folio or PAN No.)
3. Post confirmation from your investor, you can restart the SIP with just one click on the ‘restart’
button.
4. On clicking ‘Restart’, the concerned investor’s details will display on the screen with your Broker
Code pre-filled. You may enter a Sub Broker Code and/or EUIN, if required.
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Half Yearly).
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the investor.
registered with the bank account linked with the folio number before 15 days of first SIP installment date.
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? Lumpsum Only Investors –
List of all the Investors in your portfolio who have invested only in Lumpsum and don’t have any
active SIPs with you can be viewed. A distributor has an option to ‘Start the SIP’ or even call the
Investor directly from within the App (call charges apply).
Please follow the following steps to view and start SIPs for Lumpsum only investors
1. Enter your 4-Digit PIN to login and click on ‘My Briefcase’, followed by a click on
‘Opportuni ties’
2. Click on ‘Lumpsum only investors’ - You will get a list of all investors who hold only Lumpsum
investments with you. (You can also search a particular investor by his Name, Folio or PAN No.)
3. Post confirmation from your investor, you can start a SIP with just one click on the ‘SIP’
button.
4. On clicking ‘Restart’, the concerned investor’s details will display on the screen with your
Broker Code pre-filled. You may enter a Sub Broker Code and/or EUIN, if required.
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In case you select OTM as the payment type, there will be a list of investor’s OTM registered
banks that you must select from. The bank name, account number and OTM limit will be
displayed.
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In case an investor has not registered for OTM, the OTM option will be greyed out. In such a
case, the payment will need to be made by the Investor via Netbanking, Debit card or UPI.
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Half Yearly).
10. Once you click on submit, the transaction will be initiated and a communication will be sent
to the investor.
Case I: OTM Investors will receive a call on their registered Mobile Number. The investor will
need to confirm and verify the transaction for the payment to be initiated.
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registered with the bank account linked with the folio number before 15 days of first SIP
installment date.
? SIP Only Investors –

List of all the Invesors in your portfolio who have invested only in SIPs and don’t have any active
Lumpsum investment with you can be viewed. A distributor has an option to ‘Start the
Lumpsum’ investment and can even call the Investor directly from within the App (call charges
apply).
Please follow the following steps to view and start Lumpsum investment for SIP only investors
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2. Click on ‘SIP only investors’ - You will get a list of all investors who hold only SIP investments
with you. (You can also search a particular investor by his Name, Folio or PAN No.)
3. Post confirmation from your investor, you can start a ‘Lumpsum investment’ with just one
click on the ‘Lumpsum’ button. Note: You can call the Investor from within the app by clicking
on the ‘ ’ icon
4. Select the Folio No. in which you would want to initiate the transaction, in case of multiple folios.
5. On selecting the Folio, the concerned investor’s details will display on the screen with your
Broker Code pre-filled. Though you can still enter a Sub Broker Code and/or EUIN, if required.
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In case an investor has not registered for OTM, the OTM option will be greyed out. In such a case, the
payment will need to be made by the Investor via Netbanking, Debit card or UPI.
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7. Post selection of payment type, select scheme type, scheme name, scheme option followed by
the amount to be invested.
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9. Once you click on submit, the transaction will be initiated and a communication will be sent to the
investor.
Case I: OTM Investors will receive a call on their registered Mobile Number. The investor will need to
confirm and verify the transaction for the payment to be initiated.
They will also be sent a verification link on their registered email address and mobile number that can
be validated by an OTP. The verification link will be valid for 72 hours.
ask the investor to click on the link to confirm the transaction and initiate the payment. They can do
the payment via Net Banking, Debit Card or UPI. The verification link will be valid for 72 hours.
? Tax Plan Pending Investors –

List of Investors who have not invested in Equity Linked Savings Schemes (ELSS) either in the
current financial year or Never invested in ELSS schemes can be viewed.
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A distributor has an option to either start a ‘Lumpsum’ or ‘SIP’ investment into ICICI Prudential
Mutual Fund’s ELSS scheme and can even call your Investor directly from within the App (call
charges apply).
Please follow the following steps to view and initiate investments into ELSS schemes for your
existing investors.
1. Enter your 4-Digit PIN to login and click on ‘My Briefcase’.
2. Click on ‘Opportunities’.
3. Click on ‘Tax Plan Pending Investors’ (You can search your Investor either by their Name,
Folio or PAN No.)
4. There will be two sections
• Investors previously invested in ELSS
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• Investors never invested in ELSS
5. List of all Investor & details can be seen
6. You can either start a Lumpsum or SIP ELSS investment for your investor by simply clicking
the ‘Lumpsum’ or ‘SIP’ button.
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? CLOSE ENDED SCHEME (CES) UPCOMING FOR MATURITY –

List of investors who had invested in CES which are going to mature in the next 3 months can
be viewed. A distributor has an option to ‘Start a Switch/Rollover’ investment for their
investors and can even call the Investor directly from within the App (call charges apply).
Please follow the following steps to view your existing investors who had invested into Close
Ended Schemes and is upcoming for maturity
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2. Click on ‘Close Ended Schemes upcoming for Maturity’ and get list of all the CES funds
3. Select a particular fund to view its list of Investors along with their following details:
• Investor Name & Folio No.
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• Scheme Option
• Maturing & Invested Amount
• Trigger on Maturity registration status
• OTM Status
4. You have option to either ‘Switch’ or ‘Rollover’ the investment for your investor.
5. Depending on your choice, you can follow the steps of a ‘Switch’ or ‘Rollover’ transaction as
mentioned above.
? CLOSE ENDED SCHEME (CES) MATURED –

List of investors who had invested in CES and are now matured can be viewed. A distributor has
an option to start a new investment for such investors. They can even call the Investor directly
from within the App (call charges apply).
Please follow the following steps to view your existing investor who had invested into Close
Ended Schemes and is now matured.
2. Click on ‘Close Ended Schemes Matured’ and get list of all the CES funds along with the
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number of investors
• Investor Name & Folio No.
• Scheme Option
• Matured date & Invested Amount
• Trigger on Maturity registration status
• OTM Status
4. You have option to either ‘Purchase’ or ‘SIP’ the investment for your investor.
5. Depending on your choice, you can follow the steps of a ‘Purchase’ or ‘SIP’ transaction as
mentioned above.
? TRIGGER ON MATURITY –
List of investors who have invested in Close Ended Schemes (CES) but have not initiated a
request for Trigger on Maturity/Advance Switch.
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By initiating Trigger on Maturity for your investors, you can help investors plan in advance and
to keep track of investments without having to put in time and effort to track portfolio
movements on a regular basis. It also helps to maintain a disciplined investment approach that
ensures that your investor meets their investment goals.
Please follow the following steps to view your existing investor who had invested into Close
Ended Schemes and ‘Trigger on Maturity’ is not enabled.
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1. Enter your 4-Digit PIN to login and click on ‘My Briefcase’.

2. Click on ‘Opportunities’.
3. Click on ‘Trigger on Maturity’.
a. Investor Name & Folio No.
b. Scheme Option
c. Invested Amount
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d. Trigger on Maturity registration status
e. OTM Status
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5. You can ‘Switch’ the investment for your investor.
Note: All units will be switched.
? What other types of analytics support can I expect from ICICI Prudential Mutual Funds in the
near future?
We intend to provide better service to our distributors/partners through our advance analytics
system. Apart from the available ‘Business Opportunities’, there are many which we plan to
introduce in the due course of time, here’s a sneak peek of few of them.
The ‘My Briefcase‘ section within IPRUTOUCH will soon have
List of investors who have
1. Invested only in Equity Funds
2. Invested only in Debt Funds
3. Invested in Liquid/Liquid Plus Plans
4. Invested only in a single scheme
5. Received dividends
This and many other segments of your investors will be provided to within the IPRUTOUCH App
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to help your businesses grow.
ACCOUNT AND CAPITAL GAIN STATEMENT
Account Statement
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? How can I send account statements to my investors?
Please follow the below steps to get your account statement
2. Click on ‘Services’ Send statements
3. Select the Investor you wish to send the statement to. You can search the investor by Name,
Folio or PAN No.
4. Select ‘Account’ at the top of the page along with the desired statement period and format of the
statement (Excel or PDF)
5. On clicking ‘Submit’, the account statement will be sent to your investor’s registered Email ID.
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? What are the different durations for which I can get the account statements for my investors?
You can send Account statements to your investors for the following periods:
• Since Inception
• Last Financial Year
• Current Financial Year
• Customizable as per date (Any other period)
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? In which formats can I send account statements to my investors?
The available formats for account statements are PDF and Excel.
Capital Gain Statement

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? How can I send capital gain statements to my investors?
Please follow the below steps to send capital gain statements to your investors
2. Click on Services Send statements
3. Select the Investor you wish to send the statement to. You can search the investor by Name,
Folio or PAN No.
4. Select ‘Capital Gain’ at the top of the page along with the desired statement period and mode of
delivery (Physical or Email)
5. On clicking ‘Submit’, the Capital Gain statement will be sent to your investor as per the desired
mode of delivery.
? What are the possible durations for which I can send the ‘Capital Gain’ statements to my
??
investors?
You can send Capital Gain statements to your investors for the following periods:
• Last Financial Year
• Current Financial Year
• Customizable as per date (Any other period)
? By which mode of delivery can I get the ‘Capital Gain statement’ sent to my investors?
You can get the ‘Capital Gain’ statements sent to your investors either physically or through Email.
??
Go to
17 Home Page
VALUE ADDED SERVICES
? How do I get to know the Current NAVs of ICICI Prudential Mutual Fund schemes?
You can get the latest NAVs of all the ICICI Prudential Mutual Fund schemes on IPRUTOUCH.
To access, please follow the below steps
1. Launch IPRUTOUCH and click on the ‘Burger Menu’ ( ) on the top left.
??
2. Scroll down and click on – ‘Current NAV’
? How do I get to know the Current NAVs of ICICI Prudential Mutual Fund schemes?
You can get the latest NAVs of all the ICICI Prudential Mutual Fund schemes on IPRUTOUCH.
1. Launch IPRUTOUCH and click on the ‘Burger Menu’ ( ) on the top left.
??
2. Scroll down and click on – ‘Current NAV’
? Where can I get Factsheets, Product Notes on ICICI Prudential Mutual Fund schemes and Market
news?
You can get updated Factsheets, Product Notes and latest market news on the IPRUTOUCH.
1. Launch the IPRUTOUCH App, click on the ‘Burger Menu’ ( ) on top left, scroll down and click
on – INSIGHTS
2. You can find ‘Insights’ and information about
• Head Start (Market News)
• Market Outlook
• Product Notes
• Forms
??
? How can I get info on Upcoming NFOs?
You can check details of upcoming NFOs from ICICI Prudential Mutual Funds on the IPRUTOUCH.
To access, please follow the below steps:
1. Launch the IPRUTOUCH App, click on the ‘Burger Menu’ ( ) on top left, scroll down and click on
– NFO.
Details about Upcoming / Ongoing NFOs can be viewed such as Start Date, Close Date and
Maturity Period.
??
? Can I view videos/info-graphs explaining schemes of ICICI Prudential Mutual Fund?
Yes, you can view Videos on Products and Services through the IPRUTOUCH App.
1. Launch the IPRUTOUCH App, click on the ‘Burger Menu’ ( ) on top left.
2. Click on – VIDEOS
3. You can find videos on:
• Latest Updates
• Products
• Investor Education
Go to
18 Home Page
? What are the different types of calculators I can use to plan my investments?
IPRUTOUCH provides access to a range of calculators to plan your investments and achieve your
goals.
1. Launch IPRUTOUCH App, click on the ‘Burger Menu’ ( ) on top left, scroll down and click on
CALCULATORS. At present, the below calculators are available on IPRUTOUCH:
??
• Dream House
• Child’s Marriage
• Child’s Education
??
• Retirement Planner
• Wealth through SIP
• SIP Planner
• Goal Planner
• IPRU SIP Returns
• SIP TOP UP
• EMI Calculator
?? Thank
You
??
Go to
19 Home Page

Iprutouch Distributor Handbook PDF

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?? What are you looking to do?

1 REGISTRATION and LOGIN on IPRUTOUCH

3 OPPORTUNITIES TO GROW YOUR BUSINESS

4 SERVICES: ACCOUNT / CAPITAL GAIN STATEMENTS

5 EXPLORE VALUE ADDED FEATURES

REGISTER AND LOGIN

Q. What is ‘Pru-Partner’ ID?

Q. What is a 4-Digit PIN?

Q. How can I create a 4-Digit PIN to access IPRUTOUCH?

USER ID / PASSWORD ISSUES

Q. I don’t remember my Pru-Partner password, how can I recover it?

Q. I don’t remember my 4-Digit PIN, how can I recover it?

Q. My account is locked, how can I unlock it?

?? ADD NEW USER

Q. Can I add multiple users in a single device? How?

Q. How do I initiate a Purchase of a LUMPSUM investment for an existing investor?

Q. How do I initiate a SWITCH transaction for an existing investor?

Q. How do I initiate a REDEEM transaction for an existing investor?

‘MY BRIEFCASE’: BUSINESS OPPORTUNITIES TO GROW YOUR BUSINESSES

ACCOUNT AND CAPITAL GAIN STATEMENTS

Q. In which formats can send the account statements to my investors?

Capital Gain Statement

Q. How can I send ‘Capital Gain’ statements to my investors?

Q. By which mode of delivery can I send ‘Capital Gain statement’ to my investors?

Q. How can I get info on Upcoming NFOs?

Q. Can I view videos/info-graphs explaining schemes of ICICI Prudential Mutual Fund?

REGISTER & LOGIN

? What is 'Pru-Partner’ ID? ??

? What is ‘Pru-Partner’ Password?

? What is 4-Digit PIN?

? How can I create a 4-Digit PIN to access IPRUTOUCH?

? How can I register and login to the IPRUTOUCH App as a distributor?

USER ID / PASSWORD ISSUES

? I don’t remember my Pru-Partner ID / User ID, how can I recover it?

? I don’t remember my Pru-Partner Password, how can I recover it?

? I don’t remember my 4-Digit PIN, how can I recover it?

? My account is locked, how do I unlock it?

NEW TRANSACTION FOR EXISTING INVESTORS

How do I initiate a Purchase (LUMPSUM) investment for my existing investor?

1. Login to your account and click on ‘Existing Investors’

Case I: Payment through One Time Mandate (OTM)

1. Login to your account and click on ‘Existing Investors’

? How do I initiate a SWITCH transaction for my existing investor?

? How do I initiate a REDEEM transaction for my existing investor?

? How do I initiate a new ROLLOVER transaction for my existing investor?

‘MY BRIEFCASE’ BUSINESS OPPORTUNITIES TO GROW YOUR BUSINESSES

Case I: Payment through One Time Mandate (OTM)

? SIP due for Renewal –

? SIP Only Investors –

Case I: Payment through One Time Mandate (OTM)

? Tax Plan Pending Investors –

? CLOSE ENDED SCHEME (CES) UPCOMING FOR MATURITY –

? CLOSE ENDED SCHEME (CES) MATURED –

1. Enter your 4-Digit PIN to login and click on ‘My Briefcase’.

ACCOUNT AND CAPITAL GAIN STATEMENT

Capital Gain Statement

VALUE ADDED SERVICES

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