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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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The Ultimate Guide to IPO Investments

August 26, 2022

The Initial Public Offering, or IPO, of a company is a once-in-a-lifetime opportunity for investors to invest in the business and potentially make a profit. The surge of interest in IPOs recently has made them an attractive, albeit somewhat risky, investment opportunity. You may also be interested in how to invest in an Initial Public Offering if you want to buy stock directly from the company rather than through a broker. This guide will look at what IPOs are and why they are so lucrative as well as explain how to evaluate IPOs to determine if investing in one makes sense for you.

 

What is an IPO?

An Initial Public Offering is a process by which a private company first offers shares of its stock to the public so that the company can raise money to start operations or expand. A company may go public by issuing shares that it then sells to institutional investors or the general public, or it may remain private by not issuing any shares. When a company’s shares are traded publicly, it has “listed” those shares on a stock exchange, such as the Bombay Stock Exchange or the National Stock Exchange, and it is “publicly traded”. When you buy shares in an IPO, you can expect to make money on them in two ways: 

– Increasing their value as the company grows and the stock price rises. 

– From selling your shares when the company goes public and becomes listed on a stock exchange.

 

Evaluating an IPO

The most important thing to do when evaluating an IPO before deciding to invest in it, is to make sure you understand the business model behind it. This will allow you to see if the business has a strong competitive position and know what is needed to achieve success. There are a few metrics you should look at when assessing the business model: 

– The Product: What the company makes, who it sells to, and why customers buy it?

– The Market: Who the company competes with and which company is better?

– The Competition: How the company’s products compare to its competitors’ offerings?

– The Brand: Who the company is and what reputation it has in the marketplace?

– The Management: Who is running the company and how experienced are they?

 

How to choose which IPOs you’ll invest in

You can easily find a list of upcoming IPOs online, and once you’ve chosen a few to research, the next step is to decide which ones to invest in. There are a few things you should look for when deciding which Initial Public Offerings to invest in:

– Liquidity: How easy it will be to sell your shares if you need to.

– Size: How large an ownership stake you get to buy with your money.

– Growth potential: How the company plans to grow and how much that will increase the value of your shares.

– Risk: How risky the company is and what factors could reduce the value of your shares.

– Expenses: How much it will cost to buy shares in the IPO and how much you’ll pay in taxes.

 

Takeaways

When choosing which IPOs to invest in, first make sure you understand the business model behind each and then look for ones that have strong growth potential, low risk, and a low expense ratio so that your investment will be profitable. If you’re thinking of investing in an IPO, you have to do your research on the company before buying shares. You can expect to make money on them in two ways: by increasing their value as the company grows and the stock price rises, and by getting a “liquidity event” from selling your shares when the company goes public and becomes listed on a stock exchange. Finally, remember that IPOs are high-risk investments and you should only invest in them if you’re willing to take on the extra risk.

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Why is long-term investment important?

August 18, 2022

What is a Long-term investment? 

When an investor holds various kinds of assets, like mutual funds, securities, shares and/or stock for more than one year, it is defined as a long-term investment. An investment for exactly one year does not qualify as a long-term investment. 

The usual periods for long-term investments are 3, 5 or 10 years. Long term investments are crucial tools and can help one accomplish their financial goals, but they do come with an element of risk and these investments should be done only after thoughtful considerations of the same. 

You may be missing out on making the most of your investments if you’re only making short-term investments. Generally, it takes time for mutual funds to reach their pinnacle and they do so usually between 5-10 years, approximately. You need to give stock or mutual funds time to grow to ensure the most return on your investment. 

Let’s discuss the advantages of long-term investments 

There are many benefits of long-term investments. It not only helps to generate good returns but gives you ample time to correct any investment mistakes you may commit, which is bound to happen, especially for newer investors or for those who do not have a good enough understanding of the market they’re investing in.   

Time – The more time you invest in the market, the more your chances of success. The probability of your financial success is directly proportional to the period you invest in the market. 

Compounding – People who are new to the investment market may not know the power of compounding or may just perceive it as another share market or mutual fund jargon, but this is not the case. One needs to start early to take complete advantage of the power of compounding, and you may get surprising returns. 

Diversification – Diversification is another great tool when it comes to investments. ‘Don’t Put All your Eggs in One Basket’ is a common saying, and this is something that can be applied to your investments as well. You can implement this strategy more efficiently with long-term investments as you will get the time to check your current investments and make systematic changes as per your portfolio. 

Mistakes – Long-term investments give you time to analyze the performance of your investments. A beginner in the investment world may have a basic understanding of how and when to make trades, but they will make mistakes. Staying invested for the long term means a longer period to learn from such mistakes and improve your returns as well. 

Risk – The risk of losing your investment in long-term investment plans is much lesser when compared to short-term investments. Fluctuations in the stock market in a short term are too frequent to be able to correctly evaluate the performance of your stock and/or mutual fund. You can lose your money in short-term investments due to fluctuations. With long-term investments, the price of your stock is destined to grow, and you will get the time to develop your portfolio. You will also have the time to balance out the losses if they occur. Page Break 

Key takeaways: 

  • You will be able to reap more benefits in long-term investment 
  • Long-term investments are less risky
  • Have enough time to diversify your portfolio 
  • Learn from the past mistakes, keep going ahead 
  • Start investing early to gain from the power of compounding  

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What is the best way to invest your lump sum?

August 17, 2022

After you’ve completed your financial planning, you may still have some questions that are left unaswered. Should you invest a lumpsum in mutual funds or should I opt for equity, liquid, or debt funds? What is the best place to invest your lumpsum in? If you are still not sure about how to start investing, then consider the factors below when you plan to invest. 

5 things you can consider when you make lump sum investments: 

Market Timing –  

If you are preparing to invest whilst the market is volatile, it is possible that the value of your investment may go down. Seeing your investment go down over the course of a few days, even by a few percentage points, can be unsettling especially if you have invested a large corpus.   

It is advisable to invest in lumpsum in equity funds when the price-earnings ratio is at lower levels. Your investments are safer when P/E levels are low. 

Money Market Plan – 

A money market fund can earn over 6% interest on an annual basis and they can be a great option to park your funds. 

You can also park in debt funds provided you are convinced that inflation and bond yields are headed down rather than up. After all, bond prices are negatively related to bond yields and debt funds are generally underperformers in times of rising rates and rising bond yields. 

 Long Tenure Investment – 

If you are looking for a long-term investment commitment, then a lumpsum investment is a good option for you. The probability of losses is minimised since you avoid short term fluctuations of a volatile market when you’re invested for the long term. The chances of earning higher returns increases when you stay invested for 10 or more years.   

Debt Funds – 

The potential of equity funds is higher, but they can be volatile due to their dependence on the performance of the market. You can, however, reduce the overall risk by investing in debt funds. Debt mutual funds involve bonds, securities, and other money market instruments. The chances of these instruments failing are considerably less, so your investment is comparatively safer, thereby making debt mutual funds low-risk investments. 

Systematic Transfer Plan (STP) – 

With an STP, you can invest a lump sum amount in debt funds and systematically transfer a small portion of the fund into equity or hybrid funds periodically. In this way, you can minimize the risk associated with equities by spreading the investment out over a few months rather than investing the entire amount at one point. 

Key Takeaways: 

  • Investing in a lump sum amount can be very rewarding if done right. 
  • Analyse your financial goals before you invest. 
  • Make sure that you do not have an immediate requirement of money and are willing to keep your amount locked for the next 7 to 10 years. 

If you are not sure, please consult a financial advisor or use an investment calculator to estimate your earnings. 

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5 KFintech Platforms Driving Digital Transformation In Corporate India

August 2, 2022

KFintech has built its reputation as a dependable service provider for India’s corporate customers in a short span of time. Our mobile-first and cloud-ready platforms coupled with our software innovations, have enabled us to create an ecosystem of tools that are enabling Corporate India’s Secretarial teams to digitally transform governance in a secure, super-fast manner.

KFintech’s cutting-edge platforms such as Karisma, KPrism, Fintrak etc

offer significant reductions in Total Cost of Operation, improving investor satisfaction and client value. Our clients can choose either an ‘As-a-Service’ or a ‘Fabricate-and-Operate’ model thanks to modular architecture.

The 5 KFintech platforms which are driving digital transformation in corporate India are:

  1. eVault – A safe, secured, reliable file and data storage platform that enables RTAs to regularly upload their data as per defined frequencies and ensure permanent data storage. This encrypted eVault supports cloud-based and hybrid data backup. eVault helps in data backup, data recovery, disaster recovery, regulatory compliance and online backup services.
  2. E-voting / INSTAPOLL – KFin Technologies Limited has set up an electronic infrastructure, an alternative to the paper-based polling process, helping investors cast votes using an electronic method through the web. Using this simple system, shareholders can vote on resolutions of companies requiring voting through ballot as per extant rules and regulations. The system processes, records votes automatically and facilitates the declaration of voting results quickly.
  3. eAGM – eAGMs replicate the physical General Meeting of the company on a virtual platform via Video Conferencing mode or Other Audio Video Means. It is fully compliant and created to deal with different events across various cities parallelly. In the world of meta platforming, companies can manage their AGM/EGM proceedings and facilitate fully compliant and completely digitised remote e-voting. Investors can decide on goals proposed by organisations requiring voting forms without needing to be physically present at the meeting.
  4. FINTRAK – A highly secure, compliant and digitised platform to monitor the personal trading compliance of employees as per best practices and industry regulations. FINTRAK is a one of its kind insider trading platform. This module effectively allows corporates to maintain any insider-related data as per the requirement of SEBI in a very convenient and effective manner.
  5. KARISMA – A web-enabled application designed to facilitate India Inc and the investors to access information with a single click. This platform connects all stakeholders on a single platform to meet every shareholder’s needs. A single-window solution reduces decision-making time and quickly makes the required information available. This helps corporations to comply with all regulatory requirements as well as proactively provide services to their investors.

KFintech is the first organization of its kind, to achieve the distinction of an ISO 9002 certification, which has now migrated to ISO 9001:2015 standards for quality management systems, certified by DNV.  We are serving over 90 million investors, and process over one lakh transactions daily. KFintech has overseen two of the largest mutual fund migrations as well as a corporate register with over 15 million investors.

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Why KFinKart Distributor Portal Is The Ideal Mutual Fund Software For Distributors

July 26, 2022

Mutual fund distributors are the first point of contact for most investors when they have queries or want to buy new mutual funds. In the digital age, however, many distributors have moved away from high-pressure sales techniques and instead adopted a more personable approach to help investors understand their products better. 

The KFinKart Distributor Portal gives distributors the power to invest, track and manage across a host of mutual funds, meeting all their transaction management needs. Here, we will explore why KFinkart distributor portal is the ideal mutual fund software for distributors. 

Why KFinkart Distributor Portals Is The Ideal Mutual Fund Software For Distributors 

The KFinKart Distributor Portal comes packed with features designed to make it convenient for mutual fund distributors to manage investments and grow their business at the same time. Some key features include: 

  • Dashboard – The dashboard enables mutual fund distributors to have a bird’s eye view of their entire investment gamut. They can view their total AUM, the number of schemes that have been invested in and the total number of investors. Apart from this, they also get a breakdown of the AUM as per asset classes and different AMCs.The dashboard also offers a Transaction Summary. 
  • Investors – The Investors tab gives distributors access to details pertaining to individual investors. Apart from investor AUM and KYC status, distributors can view which funds they are invested in and whether any SIPs are coming up. They can also view a breakdown of investments as per asset class. 
  • New Transactions – This section enables distributors initiate a host of transactions for new and existing investors. From SIPs and SWPs to redemption and pausing investments, distributors can do it all! 
  • NAV – This feature enables distributors to view the NAV of individual schemes of every AMC, and keep themselves and their investors informed. 

Advantages of using KFinkart Distributor Portal 

Apart from making mutual fund distributors’ lives less stressful, some key advantages of the KFinKart Distributor Portal include: 

  • Paperless and hassle-free mutual fund transactions and service fulfilment, on the go from your phone or desktop.  
  • The distributor platform gives you access to information and transaction processing at your fingertips, which means you don’t need to run around meeting customers. 
  • No need to rush during peak hours to the AMC or R&T branches. Most functions that you’d need can be done digitally. 
  • Superfast and secure transactions. 
  • Opportunity to focus on business growth. 
  • The ability to serve digital-first customers better. 

Final Words 

If you are a mutual fund distributor, then using the KFinkart Distributor Portal will make your work much easier. The platform comes with many features that make managing sales easier and tracking data simpler. If you don’t have a distributor portal yet, then you should consider using the KFinKart Distributor Portal, which is equipped with all the features a mutual fund distributor would need, all in an easy to use package. 

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