BSE StAR MF USER MANUAL
FOR EOP SEGMENT
Table of Content:
Sr. No. Content Page No.
1 Member Login Process 3
2 Password Change 3
3 User Master Maintenance 4
4 Member AMC Mapping 4
5 Client Onboarding 5
6 UCC Registration 5
7 FATCA 6
8 AOF Upload 7
9 UBO Document Upload 7
10 Order Entry Module 7
11 Quick Order: Purchase and Redemption 7
12 Open MF – Purchase & Redemption 8
13 Spread Order 9
14 Switch Order 10
15 Systematic Registrations 10
16 SIP Registration 10
17 Mandate Registration 11
18 XSIP/ISIP Registration 11
19 AMC STP Registration 12
20 SWP Registration 12
21 SIP Pause 13
22 View Order 13
23 Provisional Order Status 13
24 Order Status 14
25 SIP Registration Report 14
26 XSIP/ISIP Registration Report 14
27 AMC STP Registration Report 14
28 SWP Registration Report 15
29 Client Master Report 15
30 2FA Authentication 16
31 Online Payment 18
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1. Getting Started:
Go to URL: https://bsestarmf.in/index.aspx
Member Login Process:
User needs to enter the Username, Member ID & Password using the credentials received on mail.
Password Change:
To change the Password Change user needs to click on Forget Password.
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User Master Maintenance:
Path: Admin >> User Master >> User Master Manual
To register the Branch Login, Dealer Login & Client Login user has to select the appropriate Terminal
Type
Member AMC Mapping
Path: Admin >> Member Masters >> Member AMC Mapping
User needs to Select the empanelled AMCs.
2. Client Onboarding:
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UCC Registration:
Path : Admin >> Client Details >> Client Master New
Member needs to enter the unique client code and other client details, PAN details, Depositary
Details, Bank Details, Communication details, KYC details & Nomination details.
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*fields are mandatory
FATCA Entry:
Path: Admin >> Client Details >> FATCA
Member needs to add FATCA & UBO details
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*fields are mandatory
AOF Upload:
Path : Admin >> Client Details >> Elog/Image Upload
In case the Client wish to place orders in Non-Demat mode, AOF document is required to be
uploaded. Member can upload the AOF document
UBO Document Upload:
Path : Admin >> Client Details >> Elog/Image Upload
For Non-Individual clients, UBO declaration is mandatory. Member can upload the UBO declaration
document for the client.
3. Order Entry Module:
Quick Order: Purchase and Redemption
To place order through Quick Order, Member needs to enter the BSE scheme code in Sch Cd column
and enter other order details and submit.
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Open MF – Purchase & Redemption:
To Place Purchase & Redemption orders through open mf, Member has to search the scheme details
and click on view.
To place purchase or redemption order, member has to click on respective PURCHASE / REDEEM TAB.
Once the Purchase tab is open member needs to enter the client code and enter other order details
and click on purchase.
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Once the Redemption tab is open member needs to enter the client code and enter other order
details and click on Redeem.
Spread Order:
To Place Spread orders, Member has to search the scheme details and click on view.
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After clicking on purchase tab below spread order entry page will get open.
Member needs to enter the client code, enter other order details and Redemption Date & click on
purchase.
Switch Order:
To Place Switch orders, Member has to search the scheme details and click on view.
After clicking on Switch tab below Switch order entry page will get open.
Member needs to enter the client code, enter other order details & click on Switch Out.
4. Systematic Registrations:
SIP Registration:
Path: Systematic Investment >> SIP >> SIP Registration
Member needs to enter the client code and search AMC, Scheme details and enter other details and
click on save.
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Mandate Registration:
Path: Systematic Investment >> Mandate >> Mandate Registration
Member needs to enter the client code, enter Amount and select Mandate Type and click on save.
XSIP/ISIP Registration:
Path: Systematic Investment >> XSIP/ISIP >> XSIP/ISIP Registration
Member needs to enter the client code and search AMC, Scheme details and enter other details and
click on save.
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AMC STP registration:
Path: Systematic Investment >> STP-AMC >> STP AMC Registration
Member needs to enter the client code and search AMC, From and TO Scheme details and enter
other details and click on save.
SWP Registration:
Path: Systematic Investment >> SWP >> SWP Registration
Member needs to enter the client code and search AMC, Scheme details and enter other details and
click on save.
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SIP Pause:
Path: Systematic Investment >> SIP Modification
Members can pause the SIP for a given period of time instead of cancellation if the client is unable to
make payment for the SIP.
View Order
To view orders, member needs to enter the client code and click on view.
Provisional Order Report
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To view Provisional Order Report, member needs to enter client code in from and to client and select
Trans Type as Purchase/Redemption & Order Status as Valid/Invalid and click on view.
Order Status
To view Order Status, member needs to enter client code in from and to client and select Trans Type
as Purchase/Redemption & Order Status as Valid/Invalid and click on view.
SIP Registration Report
To view SIP Registration Report, member needs to enter client code and click on view.
XSIP/ISIP Registration Report
To view XSIP/ISIP Registration Report, member needs to enter client code and click on view.
AMC STP Registration Report
To view AMC STP Registration Report, member needs to enter client code and click on view.
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SWP Registration Report
To view SWP Registration Report, member needs to enter client code and click on view.
Client Master Report
To view the UCC/client master created, Member has to enter the client code and select date type as
created date and from date as old date and click on view.
To modify the client details, member has to click on highlighted client code.
After clicking on highlighted client code below client details page will get open.
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2FA Authentication
Once the Purchase/Redemption/Switch transactions and SIP/XSIP/ISIP/SWP/AMC STP registration is
placed the Investor will receive below 2FA Authentication link via Email & SMS.
Once clicked on above link, below 2FA page will get open.
Investor has to select the order and click on generate OTP.
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Once clicked on generate OTP below page will be displayed. Investor has to enter the OTP received
on Email or SMS and click on submit.
After Successful authentication below message will be displayed.
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Online Payment
After Successful 2FA authentication, Investor will receive below payment link.
Investor has to select the orders and select peyment mode and then bank and account number as
per UCC.
Once above details are selected, client has to click on Initiate Payment.
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