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Empower Your Business!
Discover smarter solutions to simplify your management, accelerate your growth, and achieve unparalleled success with ease.
Effortless Transactions with smart Partner
Streamline your financial journey with secure, seamless, and convenient online solutions.
01
INITIATE
Initiate transactions by selecting a scheme of your choice which addresses the client’s preferences.
02
INFORM
The client gets notified with a link containing the details of the transaction initiated by you.
03
REVIEW
The client reviews the transaction and confirms or declines it.
04
INTIMATE
An intimation is sent to both you and the client once the transaction is complete.
Everything You Need, All in One Place
From paperless transactions to real-time insights—manage your business effortlessly with smarTMFD!
Instant Setup
Set up your smart partner account online instantly—no downloads or apps needed. Access insights and analytics in just a click!
Quick & Easy Registration
smart partner requires only your ARN while registration.
Entire Client Info
On registration, find all your existing clients at one place.
Up To Date Transactions
smart partner brings all offline and online transactions to you on login.
Smart Analytics
Access insights to track performance and make smarter decisions.
Paperless Transactions at your Fingertips
smart partner enables paperless, anytime transaction for KYC-verified clients.
Mange investment effortlessly with options like ISIP,STP,SWP and more!
Effortless Transactions
Initiate transactions for KYC-verified clients without
paperwork.
No Cut-Off Timings
Process transaction anytime, eliminating manual
deadlines.
Comprehensive Options
smart partner brings all offline and online transactions to
you on login.
Seamless Experience
Simplify processes
Access-Detailed Client Portfolio
- Track portfolio performance, returns, and dividends.
- Get alerts for SIP/STP expirations and upcoming transactions.
Real Time Transaction Status
smart partner provides real-time reports on your business achievements, helping you identify areas for improvement and drive growth!
Latest Information on Schemes
- Track portfolio performance, returns, and dividends.
- Get alerts for SIP/STP expirations and upcoming transactions.
Real Time Business Reports
Set up your smart partner account online instantly—no downloads or apps needed. Access insights and analytics in just a click!
Trends In Portfolio Growth
View detailed insights on sales growth and scheme
contributions to AUM analysis.
Investors Movement
Track new clients, active portfolios, and growth trends
with analytics to enhance service.
Investment Trends
smart partner delivers insights on investment patterns
and AUM growth to boost satisfaction.
Performance Insights
Analyze your portfolio’s performance with key metrics,
trends, and growth opportunities.
Instant Setup
Paperless Transactions At Your Fingertips
Access Detailed Client Portfolio
View Real-Time Transaction Status
Latest Information On Schemes
Real-Time Business Reports
FAQs
Find Clear Answers to Your Burning Questions.
What is Canara Robeco smart partner ?
smart partner is a partner portal from Canara Robeco which offers easy and paperless transactions with a host of analytics and reports. It enables you to provide excellent client servicing by way of online transacting, tracking real-time status and generating reports and updates. You can access without compromising on your mobility as it is available constant and being responsive to accessible via desktop all browsers, tablets and mobile devices.
What are the features of smart partner ?
smart partner brings several features to reduce transaction times, internal cut-off times, transacting and tracking the status to your fingertips and increase your conversion rates. Some key features of smart partner are
- Instant Setup – Completely paperless
- Initiate the transactions for clients online
- Onboard new clients immediately
- Manage detailed client portfolio
- Track real time transaction status
- Insightful reports of your business performance
Who can gain access to smart partner ?
- MFDs empaneled with Canara Robeco Mutual Fund – smart partner is accessible to all MFDs who are already empaneled with us, can Sign-up on smart partner by entering their ARN.
- MFDs Not Empaneled with Canara Robeco Mutual Fund – MFDs who are currently not empaneled with us, need to first complete empanelment process with us. After reviewing the same, empanelment confirmation status will send to them to sign up on smart partner .
What types of transactions that I can initiate on behalf of my investors ?
smart partner enables you to initiate multiple types of transactions not only for your existing investors, but also for new investors as well. These include New Purchase, iSIP with Top-up, STP, Switch, SWP, Redemption, IDCWTP, Cancel SIP & Pause SIP.
Why is ARN required?
The Association of Mutual Funds in India (AMFI) is an organization 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. AMFI acknowledges the role of those engaged in selling Mutual Funds and instructs having the highest standards of knowledge attitude and ethics. It introduced the process to register the intermediaries who have passed the certification test as AMFI Registered Mutual Fund Advisors (ARMFA), thus laying the foundation for an organized industry and allotting a unique code – ARN or AMFI Registration Number, along with an identity card. This means that an Intermediary will be able to partner with Mutual Funds and engage in their distribution only after registering with AMFI and obtaining the ARN. Mutual Funds are not permitted to transact with Intermediaries who are not registered with AMFI. Hence, an ARN is essential to participate in the distribution of Mutual Funds.
Who can be a mutual fund Partner?
Any of the following entities can become a partner of the products of mutual funds by obtaining an ARN code from the Association of Mutual Funds in India (AMFI) and empanelling as partner with us: Individuals, sole proprietorships, partnership firms, companies, societies, co-operatives and trusts.
How can I empanel with Canara Robeco mutual fund as a partner?
Canara Robeco offers partners the choice to empanel with us through both Online and Offline modes.
- Online
- Visit the Canara Robeco partner Corner and click on ‘Empanel with us’.
- partner has to enter his ARN code to check ARN empanelment status.
- If partner is not empanelled with Canara Robeco MF – System will populate the contact details (masked) and OTP will be sent to the registered details.
- Post successful OTP Verification, partner has to fill the online Empanelment form and submit it for review.
- Offline
- Click on the ‘Offline’ option
- Download the Empanelment form
- Fill the Empanelment Form and send it to us for review along with the supporting documents as prescribed in the form.
How long will take for the empanelment process to be completed with canara robeco MF?
After submitting the Online Empanelment application, approximately it will take 10 working days to empanel with Canara Robeco Mutual Fund.
What is Employee Unique Identification Number (EUIN)?
As per SEBI circular CIR/IMD/DF/21/2012 dated September 13, 2012, AMFI is required to create a unique identity number of the employee/ relationship manager/ sales person of all ARN (AMFI Registration Number) holders interacting with the investor for the sale of mutual fund products, in addition to the AMFI Registration Number (ARN) of the partner
The unique identity number of such an employee is referred to as Employee Unique Identification Number (EUIN). The EUIN is a seven digit unique alpha numeric number, with one alphabet and six numerals, for example E123456 allotted to each Sales Person holding a valid NISM certificate and associated with an ARN holder.
What is the benefit of providing EUIN?
- EUIN will assist in tackling the problem of mis-selling even if the employee/relationship manager/sales person leave the employment of the ARN holder / Sub broker.
- It aims to inculcate a sales responsibility to the employee/relationship manager/sales person and thereby make all salespersons responsible for their actions.
Who will maintain the EUIN database?
The EUIN database will be maintained by the AMFI-unit of CAMS.
To whom will the EUIN be allotted?
EUIN is a unique number allotted to the sales persons of all ARN holders. It is also allotted to Individual/Sole Proprietorship ARN holders in their individual capacity as Sales Person.
- Overseas partners: As per AMFI circular CIR/ARN/-14/12-13 dated July 13, 2012, EUIN will not be applicable for overseas partners who comply with the requirements.
- Individual/Sole Proprietorship : ARN holders have to obtain EUIN from AMFI. They have to intimate AMFI-unit of CAMS in case they employ any Sales Person so that EUIN could be allotted to them.
- Individual ARN : (Senior Citizen Category):ARN holders registered under Senior Citizen category who have employees/ relationship managers/ sales persons working under them for selling and marketing Mutual Fund products under their ARN are required to register these employees under their ARN and obtain the Employee Unique Identification Number (EUIN) for them.
Quick Links
Fast access to all your mutual fund essentials!
NISM Test Material
Comprehensive study materials for preparing for the NISM certification exams.
Apply for an ARN / Renew your ARN
Start the process to apply for or renew your ARN registration online.
