Unlocking Investment Opportunities
MIDASX revolutionizes the investment landscape by creating India's first-of-its-kind B2B2C Marketplace. It simplifies the entire investment process for all the parties involved, i.e. Investors, Distributors, Advisors & Stockbrokers.
MADOSX became the building block for Marketplace
Our Features
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B2B2C Marketplace
MIDASX seamlessly connects investors, distributors, advisors, and stockbrokers on a single, unified platform, fostering effective collaboration and communication. Investors gain access to an expansive range of investment products and receive expert guidance from a network of experienced distributors and advisors. This integration enhances service delivery, enabling distributors and advisors to cater to a broader investor base and provide a more comprehensive service experience.
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Model Portfolio
With MIDASX, users can easily create customized investment portfolios using pre-defined model, offering flexibility in portfolio building. The tagging functionality allows for efficient organization and tracking of portfolios. Built-in automated rebalancing tools ensure optimal asset allocation is maintained, while deviation monitoring alerts users to any significant deviations from their desired asset allocation, allowing for timely and informed adjustments.
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Investor DIY Journey
MIDASX streamlines the investor journey with a simplified onboarding process. Investors can link their demat account and complete a risk profiling assessment effortlessly. The platform facilitates personalized advice by connecting investors with suitable advisors based on their investment goals and risk tolerance. Automated processes for subscription management, fee payment, and reporting ensure a hassle-free experience, complemented by regular updates to keep investors well-informed about their investment performance.
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Create Your Own Marketplace
MIDASX empowers MFDs and brokers to build a branded microsite that reflects their unique identity and attracts potential investors. This feature allows users to showcase curated portfolios from various portfolio managers, catering to diverse investor needs. By leveraging the MIDASX marketplace, MFDs and brokers can effectively attract and acquire new investors through their customized microsite.
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Fee & Complaint Management
MIDASX offers a transparent fee structure, providing users with clear visibility into all associated fees and charges. The platform also features a streamlined system for efficient complaint resolution, ensuring that any concerns or issues are promptly and effectively addressed.
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Multi-Level Backend for Portfolio Managers, Distributors, Clients
MIDASX provides a sophisticated, role-based backend interface tailored to the specific needs of portfolio managers, distributors, and clients. This structure enhances control and efficiency, allowing portfolio managers to manage their offerings, distributors to oversee client portfolios, and clients to monitor their investments with ease and precision.