Tarrakki Mutual Fund APIs
Video library explaining how to integrate Tarrakki Mutual Fund APIs
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Mutual Funds and FD API Solution | Embedded Infrastructure for Mutual Funds | Tarrakki
Mutual Funds and FD API Solution | Embedded Infrastructure for Mutual Funds | Tarrakki
Mutual Fund APIs Docs
Mutual Fund APIs Docs
1. How to integrate Mutual Fund APIs - Beginners guide
1. How to integrate Mutual Fund APIs - Beginners guide
In this video, I share essential information on effectively integrating the Tarrakki's mutual fund APIs. I emphasize the importance of using acceptable data and avoiding random inputs during implementation. Additionally, I outline the prerequisites needed before starting the integration process, such as accessing the API documentation and obtaining the necessary credentials. Please reach out if you have any questions or need further clarification.
2. Getting Started with Mutual Fund APIs
2. Getting Started with Mutual Fund APIs
In this video, I’ll guide you through the initial steps of using our APIs, focusing on authentication. Make sure you have your client ID and client secret ready, as they are essential for accessing the APIs. I’ll demonstrate how to generate your first token using Postman, which is crucial for making API calls. Please reach out to customer support if you need help with the base URL. I encourage you to follow along and set up your environment as we go.
3. Check KYC Status
3. Check KYC Status
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4. Initiating KYC for first time investors
4. Initiating KYC for first time investors
5. Onboarding KYC registered Investors 🚀
5. Onboarding KYC registered Investors 🚀
In this video, I’ll guide you through using the post-investors API to create an investor. It’s crucial that the user is KYC registered or validated before proceeding. I’ll cover the necessary parameters for the request payload, including investor type and personal details. Please pay close attention to the constraints I mention, as they are vital for a successful onboarding process. Make sure to reach out to customer support if you need assistance with any specific investor types.
6. Adding a Bank Account - Customer Onboarding 💳
6. Adding a Bank Account - Customer Onboarding 💳
7. Uploading Documents - Customer Onboarding 📄
7. Uploading Documents - Customer Onboarding 📄
8. Adding Nominees - Customer Onboarding
8. Adding Nominees - Customer Onboarding
In this video, I’ll guide you through using the post nominees API to add nominees during the investor onboarding process. Even if you choose not to add nominees, you still need to declare that decision using this API. I’ll cover the required parameters, including how to opt-in or opt-out and the importance of specifying nominee details. Please make sure to follow the guidelines for sharing and relationships as outlined.
9. Understanding 2FA Implementation - Onboarding, Transactions, CAS
9. Understanding 2FA Implementation - Onboarding, Transactions, CAS
In this video, I explain the importance of two-factor authentication (2FA) when adding a nominee or placing an order. It's mandatory for both actions, and I walk you through how to use the Reki infrastructure for 2FA or your own authenticator. I also cover the process of sending and verifying OTPs, including the necessary API calls. Please make sure to reach out to customer support if you choose to use your own infrastructure.
10. Querying Investor Onboarding - Status Updates
10. Querying Investor Onboarding - Status Updates
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11. Funds Listing - Finding Mutual Fund Details
11. Funds Listing - Finding Mutual Fund Details
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12. Pulling Historical Returns, NAV, and fund other details
12. Pulling Historical Returns, NAV, and fund other details
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13. Creating Lumpsum Transactions
13. Creating Lumpsum Transactions
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14. Place Redemption/Sell Transactions
14. Place Redemption/Sell Transactions
15. Creating Bank Mandates - NACH & eNACH - SIP & Lumpsum transactions
15. Creating Bank Mandates - NACH & eNACH - SIP & Lumpsum transactions
16. How to place an SIP Order
16. How to place an SIP Order
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17. Integrating Webhooks
17. Integrating Webhooks
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18. Integrating CAS (Consolidated Account Statement)
18. Integrating CAS (Consolidated Account Statement)
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