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 (Refer: MF - Cart functionality #400)
2. Support for direct schemes - RIAs, EOPs as buyer apps (MF - Direct schemes #407)
3. Support for additional transaction types
   • Redemption by units, redeem all (MF - Redeem by units #401)
   • SWP
   • Switch, STP
   • Instant redemption
   • SIP: pay for first instalment instantly (MF - SIP payment variations #402)
   • SIP: register SIP without mandate, add mandate later (MF - SIP payment variations #402)
   • Lumpsum + SIP (MF - Lumpsum + SIP together #403)
   • Lumpsum w/ payment via enach mandate (for large payments) - Possible in v2.0.0
4. Support for NRI, Minors as investor types (MF - Support for NRIs, Minors #404)
5. Support for Corporates/Non-individuals as investor types (MF - Support for Non-individual investors #405)
6. Support for Brokers as buyer apps - solve for demat purchases, demat redemptions
7. Refund visibility in case of payment failures/ fulfillment failures (MF - Refunds visibility #406)
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

[vjn-validus]

Still wary of different AMCs in the same cart. Please confirm how could this be achieved without violating the regulatory norms - Realization based NAV and Non-Pooling of Funds.