Month: September 2022

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What Makes KFintech’s Corporate Registry Services Unique

September 28, 2022

KFintech has partnered in over 1700+ IPOs to help them grow in India. Our superior investor and intermediary servicing, software, and solutions, in addition to our superior client service, help drive faster breakthroughs in the industry. Apart from our IPO solutions, we also enable corporate India to operate and govern better, and stay abreast with various regulatory requirements through our wide range of software solutions.

We are IPO Specialists

Our IPO allocation solution provides the infrastructure needed for the development and implementation of all subscription types, as well as personnel management and other infrastructure. We partner and assist them in meeting the necessary infrastructure, personnel management, and regulatory requirements.

We offer the unique infrastructure set up, personnel management, and stabilisation services for all phases of subscription development and operation.

Stellar Issuer Services

The goal of KFintech is to become the most popular and proactive solutions provider, which provides a technology-enabled investor service platform for clients. By leveraging our expertise, our clients are able to raise customer satisfaction scores to the highest levels. These solutions not just raise the experience of our clients but serve as the benchmarking standards for other participants in India.

Our clients benefit from our investor service platform, which offers the most up-to-date technology.

Investor servicing through New Issues and Bonds, Registry and Transfer has been our core strength for the last 30 years, adhering to corporate governance and best practices, in addition to our technology capabilities. Through our e-platforms, investors can get instant information and other unique features, like a virtual registry, an instant MIS, high transparency, and 100% operational efficiency. As part of our efforts to quicken our investors’ business processes, we are the first Registrar and Transfer Agency in the country to introduce E-Voting, an electronic voting alternative to the paper-based postal ballot process, which allows shareholders to vote digitally.

Industry-Leading Software Solutions

Our firm’s platforms KARISMA, KPRISM, FINTRACK, eAGM, and many others, cut down operating costs without sacrificing performance, investor satisfaction, and client value. Our clients can purchase a wide range of services on our ‘As a Service’ or ‘Build & Operate’ models to suit their needs. KFintech provides all the infrastructure services, including fund accounting and administration, investor servicing (Transfer Agency), digital technology (mobility, analytics, social & cloud infrastructure), CRM solutions, compliance, and physical infrastructure (branches), among other services, in order to ensure that investment management is a top priority.

To know more about us, visit our website or drop us a line here.

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Alternative Investment Fund: What You Need to Know Before You Put Your Money In?

September 27, 2022

An alternative investment fund is an investment that is not a standard stock, mutual fund or fixed income product. Alternative investing is growing in popularity as investors have become more risk-averse and seek out investments with the potential for higher returns than traditional investments like stocks and bonds. Alternative investments are generally only available to high net worth individuals or institutions, but there are some alternative investment funds that you can also invest in if you meet certain criteria. The following article will give you a brief overview of what alternative investing is, what it means for your portfolio, and how you can get involved if you’re interested.

 

What is an Alternative Investment Fund?

An alternative investment fund (AIF) is an investment fund that invests in non-traditional assets that are not stocks or bonds. Alternative investments can include anything from commodities, real estate, and private equity to funds that invest in certain types of collectibles. The term “alternative investments” encompasses a broad range of assets that are not considered typical investments. Alternative investments generally have a higher degree of risk than stocks and bonds, and can be a great way to diversify your portfolio.

 

 

Why Invest in Alternative Investments?

Alternative investments have the potential to provide greater returns than investments like stocks and bonds. However, they also have a risk of capital loss, which is greater than stocks and bonds. For example, gold has historically had low expected returns, but has also been very unlikely to experience large losses. Real estate investments have historically had higher expected returns than stocks, but have also had a lower risk of capital loss. So why not just invest in stocks and real estate? Since no single investment is expected to provide the highest return every year, it makes sense to diversify your portfolio with different assets. This will help you to avoid taking on too much risk in any one investment, and should help to lower the risk of losing too much money.

 

Limitations of Alternative Investment Funds

There are a few issues to keep in mind when you’re evaluating an alternative investment fund. First, you will likely have to make a large initial investment. You may not be able to afford a large investment in a real estate fund, for example. Second, you’ll need to be able to wait. It can take a while for investments to pay off, and even more time to reach their full potential. Third, you’ll need to find an investment you can afford to lose. If you put your money into an art fund, for example, and it doesn’t do well, you likely won’t be able to get your money back.

 

Final Words: Is Putting Your Money in an Alternative Fund Right for You?

Alternative investment funds have the potential to provide greater returns than stocks and bonds, but also have a greater risk of capital loss. Before you put your money into an alternative fund, make sure you understand the fund’s risk and expected return. You’ll also want to make sure you can afford the investment, and can wait for it to pay off.

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5 Tips For Choosing The Right Wealth Management Service

September 21, 2022

Choosing the right wealth management platform is a critical decision for any investor. With so many options on the market, it can be difficult to know which one is right for you. In this article, we’ll give you five tips to help you choose the right wealth management platform for your needs. We’ll help you consider factors like fees, investment options and customer service, amongst others.

1. Define Your Investment Goals

If you don’t know where you’re going, how will you get there? Before you select a wealth management platform, you should know what your investment goals are. This will help you determine which features you should look for in your wealth management solution. Some common investment goals are retirement, estate planning, early retirement or paying off debt. Depending on your goals, you may be looking for a robo advisor, a human financial advisor, or an investment platform that specialises in a certain type of investment.

2. Consider the Fees

The fees associated with your private wealth management platform are an important factor to consider. Fees vary between different companies, but you should expect to pay something for the management of your investments. It’s important to understand what you are paying for and what you are getting for that fee. In general, you can expect to pay an annual fee for managing your investments. Many companies also charge a fee for each trade that you make. Both of these fees can add up, so make sure you understand the fees associated with each platform you consider. You may also want to consider any setup fees or cancellation fees associated with your wealth management platform.

3. Look at the Investment Options

You should look at the investment options available on the platform when choosing which one to use. This can help you decide which platform is best for your needs. Some platforms offer more investment options than others. Depending on your investment goals, you may want to choose a platform that offers a variety of different investment options. This can help you diversify your investment portfolio. Investment options can vary between platforms. You may find some platforms offer traditional investment options like stocks and bonds while others offer options like real estate or cryptocurrency. Some wealth management platforms specialise in a certain type of investment.

4. Evaluate the Customer Service

Customer service can be an important factor to consider when choosing a wealth management platform. Some platforms offer 24/7 customer service while others only offer limited service on certain days. You may want to choose a wealth management software that offers customer service around the clock, especially if you have questions about your investments. Some platforms offer live chat or even a phone number that you can call. This can make it easier to get your questions answered quickly. Look to see how easy it is to find the customer service contact information. You may want to select a platform that has easy-to-find customer service information that can be accessed online. This can make it easier for you to get your questions answered.

5. Consider the Platform’s Ease of Use

You may also want to consider the ease of use of the platform. How easy is it to navigate and use the platform? Some platforms offer online tools that make it easy for you to keep track of your investments. You may want to choose a platform that offers tools to help you stay on top of your investments. You may be able to set goals or track your progress with these tools. Look to see if the platform offers a website or app that is easily accessible on your computer or phone.

KFintech’s wealth management software suite caters to a myriad range of wealth management needs, from trust management to alternative investment funds. To know more about our whole range of solutions, click here.

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4 Reasons You Should Definitely Use a Mutual Fund Investing Solution

September 8, 2022

Mutual fund investing is not rocket science. It’s fairly simple and straightforward. However, it can get a little challenging if you have too many accounts and too many transactions. Keeping track of all your transactions manually, especially if you invest in multiple mutual funds at the same time, can be extremely taxing mentally as well as practically. The good news is that there are software solutions available for investors to make the entire process simpler and easier to manage. If you are a mutual fund investor or looking to become one, here are five reasons why using a software is a great idea:

 

Consolidation of all transactions

The initial, and probably the most important, benefit of using a mutual fund solution is that it provides you with a one-stop shop for all your mutual fund transactions. Instead of having to log in to multiple websites to keep track of your mutual fund usage and performance, you can do it all in one place using a software. This is extremely helpful if you have multiple accounts, especially if you make use of SIPs, STPs, or if you make frequent changes to your existing portfolio. Such softwares can log all your transactions in one place, which means you don’t have to visit multiple websites constantly to track your mutual fund transactions, making your life much simpler and less stressful.

 

Tracking of gains and losses for tax benefits

While investing in mutual funds, it is important to keep track of the gains and losses on a regular basis in order to maximise the tax benefits of mutual fund investing. For example, there are significant tax incentives available to investors in equity funds, especially those who have been investing in such funds for a long time. However, these benefits are only available if you are able to prove that the losses are due to holding these equity funds for at least one year. The easiest way to keep track of all your mutual fund transactions and their associated gains and losses is to use software. You can easily track your gains and losses, and keep a record of them for future use. Moreover, many mutual fund softwares also provide tax-saving recommendations, thus helping you save on taxes without having to do too much work.

Easy reconciliation of transactions

Another important aspect of mutual fund investing is the reconciliation of transactions. In order to get the most accurate picture of your mutual fund portfolio, it is important to reconcile all transactions in the portfolio. This ensures that you are not over-investing in any one mutual fund, and are, instead, investing in a diversified portfolio. Tracking the gains and losses is one thing, but it is also important to track the actual contributions to each of your mutual funds. Again, you can do this easily and efficiently using software. You can also keep track of your actual portfolio value and make adjustments when necessary. This can help you to keep a close eye on your portfolio and stay updated with the latest figures.

 

Efficient portfolio management

Managing your mutual fund portfolio is another important aspect of mutual fund investing. You need to be constantly aware of the changes in your portfolio and make changes and adjustments when necessary. This can be much easier when you are using software. These softwares allow you to have a clear view of your entire investment portfolio. You can also perform various risk and return analyses to see how well your portfolio is performing, helping you to make better decisions and take necessary actions when required. This can greatly help you in managing your portfolio efficiently.

 

Conclusion

Overall, mutual fund investing is a great way to build wealth for the future. The best way to get started is to use a mutual fund investing software, like the KFinkart Investor Portal, which will not only help you to keep track of all your transactions, easily track gains and losses and reconcile and manage your portfolio efficiently, but also enables you to easily invest in the mutual funds of your choice.

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Why You Should Track Your Mutual Fund Investments?

September 7, 2022

Whether you’re investing for your future, a rainy day, or the down payment of a house, having the right type of mutual fund can help aid your financial goals, but it’s not as simple as just buying one and forgetting about it. In fact, there are several details you need to know about your mutual funds that could make a big difference in their performance over time. That’s why tracking your investments with mutual fund services is so important. Here are some reasons why you should consistently track the performance of your mutual fund investments. 

Know the Past Performance of Your Mutual Fund 

Mutual funds are a portfolio of stocks, bonds or other assets that are bought and held by investors as one unit. This means that when you buy a mutual fund, you don’t actually own shares of each company in the fund. Instead, you own shares in the fund itself. This makes mutual funds a type of investment, or asset, that you can buy and sell as needed. The value of your investment will depend on several factors, such as the fund’s performance and the fund’s net asset value (NAV). To help you determine the right fund for your financial goals, it’s important to know the past performance of your mutual fund. A fund that consistently beats market expectations probably means that it is built on good fundamentals, and has evolved with market conditions over time, which is a good indication for the future as well, though by no means a guarantee. 

Track Your Mutual Fund Investment Costs 

The investment costs for your mutual fund can greatly impact the fund’s performance over time. The money you pay to buy shares in a mutual fund goes toward a variety of expenses, such as the fund manager’s salary, administrative costs, and other fees. Mutual fund fees are typically listed as an annual percentage of the fund’s NAV. This is how a fund’s expenses are broken down and charged against the fund’s NAV. The fees may range from less than 1% for large funds to more than 5% for smaller funds. This is why it’s so important to track your mutual fund investment costs. By knowing what the fees are, you can see how they affect the fund’s NAV over time. This can help you determine if the fund is right for you. 

Track the Current Value of Your Mutual Fund Investment 

The NAV of a mutual fund is the price that investors would receive if they sold their shares in the fund today. This can help you determine the value of your investment over time. However, the NAV doesn’t track the share price of your actual investment. The NAV and the price of the fund can vary over time. Tracking the current value of your mutual fund investment can help you see how the market has affected the fund’s price over time. This can help you determine if the current price is above or below what you paid for it, which can help you understand if now is the right time to sell your shares. 

Monitor the Asset Allocation of Your Mutual Funds 

The asset allocation of a mutual fund is the percentage of each fund’s investments in stocks and bonds. Many funds are managed by one manager who decides what percentage of each fund goes toward stocks and bonds. Some funds might also allow investors to choose how much of their investment goes toward each type of investment. Mutual funds with a variety of assets are called diversified funds. These funds are designed to help lower your risk of losing money during a downturn in the market by investing in stocks. Other funds are called non-diversified funds, or single-sector funds. These funds focus their investments on one particular type of asset, such as real estate, U.S. government bonds, or emerging market stocks. It’s important to monitor the asset allocation of your mutual funds to make sure they’re still a good fit for your investment goals. This will help you decide if it’s time to sell and find new funds. 

Check for Fee Transparency and Ongoing Fees 

As you track your mutual fund solutions, you’ll also want to check for fee transparency. This is when a fund’s management team fully discloses all of the fees that affect your NAV. Some funds may have management fees that are charged on a quarterly or annual basis and are taken out of the NAV, lowering the value of your investment. There are also performance fees that are taken out of the fund’s profits, on top of the management fees. These fees can vary greatly from fund to fund, so it’s important to check for fee transparency and ongoing fees. This will help you determine if the fees are worth it for the fund’s performance. 

Summing up 

Investing in mutual funds can be a great way to help reach your financial goals. However, you should check your investments to make sure they’re on track with your financial plan, which you can easily do with the KFinkart Investor Portal and Mobile App, a unique new mutual fund solution that lets investors like you track your investments. This includes knowing the past performance of your mutual funds, tracking their current value, monitoring their asset allocation, and checking for fee transparency and ongoing fees. This will help you determine if it’s time to sell and find new funds. 

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