CAMS GoCORP – Corporate Investment Portal

User Guide

CAMS GoCORP – Corporate Investment Portal facilitates corporate investors to

manage all their Mutual Fund investments through a single login. CAMS GoCORP would like to
make the corporates life easy for submitting the transactions; and it is the only gateway you will
need to transact across multiple Mutual Funds serviced by CAMS in a single click. No more
multiple forms, faxes, transaction slips etc.

This can be achieved by creating a Corporate ID and User ID for the corporates by CAMS
GoCORP - Corporate Investment Portal Support Team and this is done for the corporates which
submits the filled Registration Form. Once the IDs’ are created, mail will be sent to all registered
email IDs which contains the User ID and Password.
Below is the step to access CAMS GoCORP - Corporate Investment Portal.

Visit www.camsonline.com/corponline/login.aspx

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User Guide

Below is the sample mail of New User Creation which is sent to the users registered email id,
along with the login credential.
Dear xxxx,

Welcome to CAMS GoCORP - Corporate Investment Portal. Your registration with CAMS GoCORP is
successful.

CAMS GoCORP - Corporate Investment Portal is an innovative initiative from CAMS to bring you a world
of conveniences to manage investments in Mutual Funds serviced by CAMS.

With CAMS GoCORP, transacting, checking valuation, viewing recent transactions, generating
comprehensive MIS and statement is all a few clicks away.

CAMS GoCORP is secure and does not store any information on the tab or system.

Your Registration details:

User id : uat@camsonline.com
Password : N648HDN8
User Type : Maker

The system generated default password must be changed when you login for the first time in CAMS
GoCORP.

Click here to login to CAMS GoCORP.

For any queries/assistance, please email us at gocorp@camsonline.com

Warm Regards,

CAMS GoCORP Support Team

Please do not reply to this mail, this is an auto generated mail.

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User Guide

CAMS GoCORP – Corporate Investment Portal Login:

Enter the Registered User ID and the Password sent through the mail.

At the 1st Login the user is directed to the Change Password Screen, where users can set their
desired password as per the password logic displayed on the screen.

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User Guide

Click on Login to use CAMS GoCORP with the registered User ID and newly set Password.

Features Facilitated in Corporate Portal - Maker Screen:

1) VALUATION:
Screen to view all your MF Investment details. Click on any Fund to view the schemes and
also can do transaction for the selected scheme.

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User Guide

2) TRANSACTION:
Investor can perform online financial transactions like Purchase, Redemption and Switch by
clicking on Transactions.

a) PURCHASE:
Enter all the mandatory fields of folio details, scheme details and Purchase amount.

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User Guide

Select the Mutual Fund Bank where account number of the selected bank is displayed on
Account Number field. Transact the purchase amount to the selected MF Account Number
through Net banking - fund transfer and enter the Bank reference no in the Corporate Portal
Purchase screen.

b) REDEMPTION:
Enter all the mandatory fields of folio details, scheme details, Units/Amount and select the
Payout Bank in which amount to be credited.

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User Guide

c) SWITCH:
Enter all the mandatory fields of folio details, Source scheme and the target scheme details.

Enter the EUIN number and Units/Amount to be Switched.

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User Guide

d) MANAGE TRANSACTION:
To view the list of the transactions done. Also can Re-Do the transactions which are rejected
by the Authorizer. To Re-Do the transaction click on “Rejected”.

Click on the transaction and edit the transaction details.

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User Guide

Click Update to Resubmit the transaction.

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User Guide

e) BANK REF. NO UPDATION:

Click on any transaction to update the bank reference number.

Enter the bank reference number to be updated and click update.

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User Guide

3) REPORTS:
a) TRANSACTION REPORT:

b) PORTFOLIO VALUATION:

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User Guide

c) ACCOUNT STATEMENT:

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User Guide

AUTHORIZER TO AUTHORIZE THE TRANSACTIONS:

For any transaction, it needs two authorizations and each authorizer screen will have 2
options, 1) Pending 1st level Authorization 2) Pending 2nd level authorization
Once the Transaction is submitted by the maker, alert mails are triggered to the
Preferred Authorizers. Below is the sample alert mail sent to authorizer.

Dear Corporate Investor,

A transaction has been initiated and is pending for your authorization. This transaction will be kept valid for
24 hours from the time of initiation.

Click here to login to CAMS GoCORP.

Transaction Summary:

Fund Name : Corporate Portal Test Fund2

Folio Number : 246963

Transaction Type : Additional Purchase

Transaction Reference Number : 4299

Transaction Entry Date : 18-Apr-2015 11:11:23 AM

Payment Reference Number : 123456

Scheme Bank Account : 00600350046363

Scheme Name : Test Infrastructure and Economic Reform Fund Direct Growth

Amount (Rs.) : 5,000.00

Thank you for using CAMS GoCORP.

Assuring you of our best services always.

Warm Regards,

CAMS GoCORP Support Team

Please do not reply to this mail, this is an auto generated mail.

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User Guide

1st Level Authorization:

Click on any transaction of Purchase or Redemption or Switch.

View the transaction details submitted by maker.

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User Guide

Either “Authorize” or “Reject” the transaction.

For any Successful Authorization / Reject alert message is triggered on the screen.

Continue the same to authorize more transactions of Purchase, Redemption and switch.

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User Guide

2nd Level Authorization:

Click on “Pending Second Level Authorization” and click on any transaction of Purchase
or Redemption or Switch to do the second level authorization.

Proceed with the same process as done for Pending First Level Authorization to
complete 2nd Level Authorization.

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