This section contains: #
Investment Types
Placement Types
Financial Institutions
Investment Setup
Bulk Processes
Activity Log
Investment Types
Investment Types represent the predefined categories of investments your institution offers. Examples:
Fixed deposit
High-yield plan
Dollar investment plan
Target savings investment
Flexible investment options
Each Investment Type defines:
How the investment behaves
The rules attached to it
Duration limits
Minimum/maximum amount
Whether early liquidation is allowed
How interest is calculated (simple/compound/flat)
Payment intervals (monthly, quarterly, at maturity)
To set up an investment type:
Click Add New at the top-right.
Fill the multi-step form with:
Investment details
Investment fees
Investment parameters
Investment certificate
3. Submit to save.
