Features for MF 2.x.x (new release)

[char-star]

I'm gathering thoughts on list of features that need support in the next version of MF protocol. Requesting all participants to share thoughts, so we can together prioritize.

1. Ability to place order in multiple schemes together (cart functionality) - SAME AMC & DIFFERENT AMCs
   • Two lumpsum purchases in different schemes
   • Two SIPs in different schemes
   • One lumpsum + one SIP in different schemes
   • Two redemptions in different schemes (?)
2. Support for direct schemes
3. Support for demat purchases, demat redemptions
4. Support for additional transaction types
   • Redemption by units, redeem all, SWP
   • Switch, STP
   • Instant redemption
   • SIP: pay for first instalment instantly
   • SIP: register SIP without mandate, add mandate later
5. Support for additional investor types
   • NRI
   • Minors
   • Non-individuals
6. Support for new partner types
   • RIAs
   • Brokers
   • EOPs
7. Refund visibility in case of payment failures/ fulfillment failures
8. Support for non-financial transactions
9. Ability to fetch investor holdings

[girishgupta211]

Here will we support switch from both ways ie regular to direct and direct to regular funds