Corporate Acclaim
Insights from Our Valued Clients on Their Partnership with Us
Domestic Fund Services
KFintech is the leading RTA for asset management companies in India with 25 of 47 Indian Mutual Fund AMCs as our partners.
UTI Mutual Fund
“I am thrilled to express our profound appreciation for the outstanding partnership we’ve experienced with your team serving the investors of UTI. The cutting-edge technology solutions provided have been a game-changer, significantly amplifying our operational capabilities and market competitiveness. This edge is demonstrated in many industry-first initiatives that we have jointly launched. The timely response and depth of understanding exhibited by your Client Support Team speaks volume, as they are of high quality and most of the time proactive in nature. Whenever we encounter issues, they are not only swiftly and effectively resolved, showcasing deep operational understanding, but also Root Cause Analysis is performed and in case any gap is found, the same is plugged, which shows your willingness to walk an extra mile. KFintech’s commitment to delivering superior service and innovative solutions has left an indelible mark on our collaboration. We value the dedication and professionalism that your team consistently demonstrates. Here’s to the continued success of our partnership and the exciting milestones ahead.”
Vinay Lakhotia
President & Chief Financial Officer
UTI AMC Ltd
Motilal Oswal Asset Management Company Limited
“I want to express my sincere appreciation for the outstanding technology, client support, and operational excellence your team consistently delivers. KFintech’s innovative solutions have significantly boosted our operational efficiency and competitiveness. The responsive client support reflects a deep understanding of our unique needs, fostering a relationship built on trust. Your commitment to operational excellence has streamlined our processes, contributing to the overall success of our operations. Thank you for your exceptional services, and we look forward to continued collaboration.”
Juzer Moiz Dalal
Senior Vice President | MF & AIF Operations
Motilal Oswal Asset Management Company Limited
ITI Mutual Fund
“KFintech has been instrumental in streamlining and enhancing our financial processes. Their cutting-edge solutions, coupled with a dedicated and knowledgeable team, have greatly boosted our operational efficiency & investor experience, fueling our business growth.I wholeheartedly congratulate KFintech team on their anniversary! We appreciate the partnership and wish them continued success in their journey to becoming a top-notch financial services solution provider.”
Hitesh Thakkar
Acting Chief Executive Officer
ITI Mutual Fund
Axis Mutual Fund
“KFintech has been a crucial partner for Axis Mutual Fund for 13 years. Their expertise in handling large volumes and commitment to client support have always stood out. We appreciate their ongoing support and anticipate more successful years together.”
Chandrasekaran R
Senior Vice President – Head RTA Operations & Principal Officer
Axis Mutual Fund
MIRAE Asset Investment Managers (India) Pvt. Ltd
“Tech is now taking center stage at KFintech and we are elated with the opportunities to collaborate with them to build our digital assets.Once largely Known for RTA capabilities, today KFintech is emerging into one of the best companies in the financial services industry. We cherish our 15 years association with them.”
Swarup Mohanty
Vice Chairman & CEO
MIRAE Asset Investment managers (India) Pvt. Ltd
PGIM India Mutual Fund
“Congratulations to the KFintech team on their successful business years and all that they have done for the Mutual Fund industry over the last so many years. I have been a beneficiary of all the good work that KFintech has done. Kudos to Sreekanth and the rest of the team. PGIM has had a great relationship with KFintech team and must say that it has been a great partnership so far. We take great pride in our association with KFintech.”
Vinod Venkateswaran
Chief Operating Officer
PGIM India Mutual Fund
PGIM India Mutual Fund
“I would like to take this opportunity to thank the PGIM Mutual Fund unit at KFintech for their unwavering support throughout this financial year. Working with the team, especially with Mr. Balaswarup, has been a truly remarkable experience. I look forward to receiving the same level of support in the future. Keep up the great work and best of luck to all of you.”
Ranjit Venugopal
Vice President RTA Operations
PGIM India Mutual Fund
Groww Mutual Fund
“Dear KFintech Team, I am writing to express my heartfelt gratitude for the outstanding services received from team -KFintech. KFintech’s precision and efficiency in handling our NFO & financial transactions have truly exceeded our expectations. Your commitment to providing timely and accurate solutions has been instrumental in the seamless management of our NFO & Customer Transactions. What sets KFintech apart is not just the excellence in service but also the exceptional customer support. The team’s responsiveness, knowledge, and willingness to go the extra mile have made our interactions a pleasure. In an industry where reliability is paramount, KFintech stands out for its unwavering commitment to excellence. I wholeheartedly recommend KFintech to anyone in need of top-notch financial services. Thank you for your exceptional support – it’s been a pleasure working with your team.”
Krishnam Thota
Head Operations & Investor Relations Officer
Groww Mutual Fund
Corporate Registry & Issuer Services
KFintech is the #1 Corporate Registrar in India serving 6,319 corporates with a 46.4% market share.
TK Sridhar
Chief financial Officer
ABB India
ABB India
“This certificate is awarded to KFin Technologies Limited in recognition of the relentless dedication, collaboration and pursuit of innovation & excellence in successfully partnering with ABB India to hold its 74th Annual General Meeting for the first time in its green, integrated Peenya campus in Bengaluru.”
Sylvia Fertado
Company Secretary
HDFC BANK
HDFC BANK
“I congratulate the KFin Technologies team for smooth conduct of our AGM on June 29, 2022, through Video Conferencing. The entire proceeding of the meeting was seamlessly conducted with no disruption or delay. The video conferencing quality, be it sound or transmission, was very clear. Technology wise, we noticed that KFin has given us superior quality video conferencing system.”
Bhuvanesh Sharma
VP-Corporate Affairs and Company Secretary and Compliance Officer
HOV Services Ltd.
HOV Services Ltd
“On behalf of the company, I would like to convey big thanks for seamlessly moderating the 34th AGM of the company completed successfully on July 20, 2022. Excellent work on providing support and help.”
Paresh Rathod
Company Secretary
Reliance Power Limited
Reliance Power Limited
“My sincere thanks to the entire team for timely support and co-operation for successful completion of the AGM of Reliance Infra and Reliance Power.”
Vanishree Kulkarni
Company Secretary
ASM Technologies
ASM Technologies
“We were very glad to have engaged eAGM with KFintech. Thanks for all the constant support in making the AGM successful.”
Jyoti Chawla
Company Secretary
Conagra
Conagra
“Thanks a lot, to the KFintech team for a very well-planned and well-conducted AGM. The team’s tremendous support and round-the-clock service are amazing, and we successfully completed our 35th AGM.”
Sham K.
AGM (Compliance and Company Secretary)
State Bank of India
SBI
“We thank KFin Technologies Limited for carrying out meticulously the tasks of remote e-voting, providing the platform for e-meeting of the 67th Annual General Meeting (AGM) of the Shareholders of State Bank of India.”
Paytm
Paytm
“KFintech has consistently demonstrated commendable knowledge, skills and deep understanding of consumer needs during our integrations as we built the Paytm Money App. We were able to achieve over 99.9% success rate for all our transactions and scale within a short period thanks to the guidance and support post our launch.”
Umakanta Barik
Company Secretary & Compliance Officer
Heritage Foods Limited
Heritage Foods Limited
“From the initial planning stages to the final settlement, the KFintech team demonstrated a commitment to ensuring that all aspects of the transaction were handled with precision and accuracy. The team’s communication and updates enabled us to complete the transaction quickly, providing a substantial benefit.”
Naren Suggula
Chief Financial Officer
Signpost India Limited
Signpost India Limited
“We appointed KFintech as our RTA for our Merger and Listing and had a great experience “We appointed KFintech as our RTA for our Merger and Listing and had a great experience throughout the Journey. Team KFintech’s experience and guidance really helped us in completing the entire process on a timely basis. We have just started our Journey as a Listed Entity and looking forward for continued support from Kfintech as our RTA in the years to come.”
Deepak Bansal
Company Secretary & Compliance Officer
NIIT Limited
NIIT Limited
“Working with KFintech as RTA for demerger process and listing was an overall satisfying experience for NIIT Learning Systems Limited. KFintech’s subject matter knowledge and experience helped us in the administrative and regulatory reporting requirements, and critical listing successfully. The agility and willingness of their team ensured the delivery of required inputs at every crucial juncture in a timely manner. We are looking forward for a long-term association with KFintech as RTA.”
Global Fund Services
KFintech is helping businesses grow with the rapidly changing global ecosystem with asset servicing and fund administration solutions.
Hoong Ngen Cheong
Head – Regional Asset Management Group Operations / International Operations Support
RHB Trustees Bhd
RHB Asset Management Sdn Bhd
“RHB Trustees Bhd has implemented mPower application for our Trustee operations covering Fund accounting, Valuation service and Trusteeship operations.The system is Live for our operational use and is in the process of continuous enhancement to fit our needs. Several areas are now automated, and the system provides seamless integration to our Banking system and has minimized manual intervention.The team has supported us in this journey through effective monitoring and transparent communication. We wish to place on record our appreciation for their contribution to this project.”
Yong Yuanjin (Jeffrey)
BPI Investment Management
Bank of Singapore
Bank of Singapore
“I want to express my sincere thanks to the team at KFIN Tech. Your unwavering support and solutions have been instrumental in our success. Thank you for going above and beyond. Looking forward to future collaborations.”
Dominic N. Yatco
Vice President – Distribution (BPI Asset Management & Trust Corp)
Bank of the Philippine Islands (BPI)
Bank of the Philippine Islands
“KFintech has been an integral part of our business transformation in opening our investment products, even those not part of the Bank’s client base. The team was able to implement system changes and processes quickly, without compromising accuracy.”
Ahmad Razli Sabri
Head of Finance & Operations
BIMB Investment Management Bhd
BIMB Investment Management Berhad
“I express my heartfelt gratitude for the exceptional service you and your team provided to us over the past 5 years. Your dedication to excellence and unwavering commitment to customer satisfaction is commendable.Your service has not only met but exceeded expectations in every aspect. Your team’s attention to detail and ability to solve complex issues were remarkable. I also want to acknowledge your outstanding customer service. Your team was always available to answer my questions, address my concerns and provide updates on the progress of the projects. This level of communication and transparency greatly contributed to my overall satisfaction.Once again, thank you for your exceptional service and a positive impact you have made on BIMB investment Malaysia. It has been a pleasure to work with you, and we look forward to a long-term business relationship with you.”
Ahmad Zamri Abdullah
Assistant General Manager / Head, Information Technology
Pelabuhan MARA Berhad
Pelabuhan MARA Berhad
“We would like to express our sincere appreciation for your collaboration with PMB Investment throughout the year 2023. Regarding your leadership role in spearheading the support team, we want to express our satisfaction with your consistent efforts in ensuring that your team effectively manages all activities professionally. Your dedication to meeting PMB Investment’s requirements has been noteworthy, and we appreciate your ongoing support. Your commitment to delivering solutions has not gone unnoticed. It’s a pleasure working with a team that consistently strives for customer satisfaction. I extend my appreciation to the entire team at KFintech for their support in 2023. Thank you for your continued support.”
Datin Ezreen Eliza Zulkiplee
Head, Securities Services, CIMB Bank Berhad
CEO, CIMB Trustee Group
CIMB Bank Berhad
“The Securities Services CIMB Bank Berhad & CIMB Trustee Group has implemented mPower solution suite for our Securities Services and Trustee operations. This system has been implemented in phases and we have gone Live with the core operational requirements.The system is Live for our operational use and is in the process of continuous enhancement to fit our needs. Several areas are now automated, and the system provides seamless generation of day-end reports to meet our client SLAs. Over a period, this has led to operational efficiencies and has significantly minimized manual intervention. The team has supported us in CIMB via this journey through effective monitoring and transparent communication. We wish to place on record our appreciation for their contribution to this project.Thank you for the support rendered to CIMB.”
Gerald Ambrose
Chief Executive Officer
Aberdeen Standard Investments
ABRDN
“On behalf of Abrdn Islamic Sdn Bhd, we would like to express our sincere gratitude for the outstanding services you provided.Your dedication, professionalism, and attention to detail have not gone unnoticed. Your commitment to excellence is truly commendable, and it has made a significant impact. i am grateful for the positive experience and the level of services you consistently deliver.Thank you once again and keep up the momentum.”
Gina Ng
Business Operations Manager (Global Shareholder Services, TA Oversight & Client Relationship)
Franklin Templeton Singapore
Franklin Templeton
“We would like to commend KFintech’s processing team in maintaining high accuracy and consistent support as well as quick turnaround time in response to our emails. Do continue to keep up with the good work.”
Anish Mathew
Chief Executive Officer & Chief Investment Officer
Sundaram Asset Management Singapore Pte. Ltd.
Sundaram Asset Management Singapore Pte. Ltd.
“The transition period proved to be a highly stressful and challenging process for our small team in Singapore. However, we were fortunate to receive excellent support and guidance from the KFintech team, which greatly facilitated the smooth execution of the entire project, enabling us to meet our deadlines. While it is natural to encounter some hiccups in a major data migration exercise, we are pleased with the prompt assistance we have received from the KFintech team in resolving these issues. I am sure our partnership will grow from strength to strength and wish the KFintech team all the very best for the year ahead.”
Reny Lewis
Sr. Manager – Operations
Sundaram Asset Management Singapore Pte. Ltd.
Sundaram Asset Management Singapore Pte. Ltd.
“I would like to take this opportunity to commend the excellent work done by Team KFintech in successfully transitioning to the role of Transfer Agent for Sundaram’s Singapore-domiciled Funds on October 1st, 2023, and delivering top-notch TA services ever since.
The KFintech team has made significant progress in overcoming the initial operational challenges that are typically expected during such transitions. Additionally, they have been highly responsive in resolving issues and meeting our requirements in a timely manner. We look forward to continuing effective partnership with Team KFintech.”
Wealth Management
KFintech has been the de facto choice for 400+ alternative funds for streamlining processes, optimizing operations, and reducing costs.
PGIM India Mutual Fund
“I would like to take this opportunity to thank the entire AIF team, starting from the Chief Business Development Officer, Mr. Senthil, and his team members, Ms. Madhulika and Mr. Kunal. I would also like to extend my thanks to the operations team, led by Ms. Chetna and her team. It has been a fantastic beginning for all of us since the launch of our new AIF in October. We hope to maintain the same momentum moving forward. I wish you all the best for the years 2023-24 and 2024-25. Let’s make it a great year ahead.”
Ranjit Venugopal
Vice President RTA Operations
PGIM India Mutual Fund
Samara Capital
“Samara Capital has partnered with KFin Technologies for a seamless journey in Digital Onboarding, robust RTA services, Fund Accounting, and Investor Portal. Our engagement with KFin has resulted in increased operational efficiency and seamless operations fostering a collaborative environment for financial success.”
Pratik Shah
Finance Controller
Samara Capital
Neo Asset Management Pvt. Ltd
“As our Fund Administrator and Growth Partner, our real-time experience shows that KFintech offers best-in-class, end-to-end digital solutions in the fast-evolving AIF industry. Their focus on seamless and integrated technology, such as end-to-end Digital Onboarding, Platform-based Investor Services, Fund Accounting solutions, Distributor and Investor Portal, aligns with Neo’s ethos of staying ahead and offering ease in navigating day-to-day operational and regulatory processes. KFintech’s team demonstrates exceptional expertise in fund administration, ensuring accuracy, transparency, and compliance at every step. Members of the KFintech operations team, such as Amin and Triloka, exhibit a deep understanding and experience of our requirements. This helps build the necessary trust and depth towards establishing a strong foundation in our business.”
Ankit Saraf
Vice President
Neo Asset Management Pvt. Ltd.
Ask Investment Managers
“Our engagement with KFin Technologies is a long-standing relationship for our AIF operations including services of RTA, Digital Onboarding, and more. The proficiency and expertise of the team has been a value add to our organization, ensuring seamless flow of operations and increased efficiencies.”
Harish Agrawal
Assistant Vice President
ASK Investment Managers Limited
Mutual Fund Distributor
KFintech’s solutions and products for mutual fund distributors are making them efficient and build better relationships with their investors.
Sapient Wealth Advisors and Brokers Pvt Ltd
“We, Sapient Finserv Private Limited (ARN-270293), sincerely appreciate the support and timely assistance provided by the KFintech team. We are truly grateful for the quick response and resolution of our queries by the team. We have had a great experience with the Mailback Services of KFintech. We receive Mailback files (Transaction & Folio Master, etc.) every morning, and in the past year, there have been very few delays, only once or twice. This allows us to upload data and display updated portfolios to our clients before the start of business hours. Recently, special reports such as ‘KYC Invalid Email ID/Mobile No.’ and ‘No Nomination/Nominee Opt-Out Declaration’ have been added to the Mailback Services, which have greatly helped us in taking timely actions and providing better services to our valued clients. During the AUM transfer in September 2023, from ARN-75320 to ARN-270293, we are extremely grateful for the assistance provided by the KFintech team. They ensured a timely transfer of AUM and promptly addressed our queries. We faced challenges with a few AMCs that did not have offices in Pune, but the KFintech team coordinated with the respective AMC units and facilitated the transfer of AUM for Quant AMC, Samco AMC, Tauras AMC, LIC AMC, and others. Special thanks to Ms. Vandana Sinha for making changes to MFSD237 (Transaction-wise TI-TO Report) by adding a Remark column. This addition allows distributors to easily identify “Change of Broker Cases”. We greatly appreciate the quick and positive response from KFintech RTA regarding any suggestions or requested changes made by distributors. We have always experienced a fast response from the team whenever we raise queries regarding transaction feed issues or any other concerns. We also appreciate the fact that Ms. Vandana reached out to us via phone calls whenever clarification was needed on our queries raised. This level of client/distributor servicing is truly commendable and something we deeply appreciate. Thanks once again and we look forward to continuing your support towards us in the future.”
Rahul Dighe
Chief Operating Officer
Sapient Wealth Advisors and Brokers Pvt Ltd
IFA-Planet
“I appreciate the exceptional service provided by the KFintech team. They demonstrate professionalism, knowledge, and a strong commitment to customer satisfaction. Their prompt responses, detailed information, and helpful guidance have made a lasting impression on me.The team truly stands out for their excellent customer service, as they are friendly, attentive, and genuinely helpful. Their dedication to ensuring a seamless and enjoyable experience sets the company apart in the industry.”
Hitesh Soni
Chief Operating Officer
IFA –Planet
Equirus Wealth
“The KFintech team provides excellent support for all our queries, and I greatly appreciate the help they have extended to Equirus. Their knowledge of all RTA functions is extensive. Keep up the good work! All the best.”
Jude Pires
Head of MIS & Data Analytics
Equirus Wealth
Ashvamegh Venture Private Limited
“I would like to take this opportunity to express my best regards to the entire team at KFintech for their prompt response and satisfactory solutions they have been providing us with over the last two years.”
Rashesh Upadhyay
CEO & Co-Founder
Ashvamegh Venture Private Limited
Dhanashree Investments
“KFintech has consistently exceeded my expectations with its exceptional investment management solutions. The platform is very user-friendly, offering a seamless experience for both beginners and experienced investors & MFDs.I particularly appreciate the comprehensive real-time updates and detailed analytics, which have been instrumental in making informed investment decisions. The customer support team deserves a special mention for their professionalism and efficiency. Whenever I have had queries or needed assistance, their response has been prompt and thorough, making me feel valued as a customer. KFintech’s commitment to delivering a top-notch user experience and excellent customer support sets them apart. I look forward to seeing continued improvements and innovations from KFintech.”
Dhananjay Manohar Kale
AMFI Registered Distributor
ARN-3677
Future First Financials
“KFintech’s applications and platforms have become an indispensable tool in my daily operations. The app’s seamless user experience, combined with its robust features, allows me to efficiently manage client portfolios, track investments in real-time, and access a wide range of mutual fund schemes. What stands out most is the platform’s ease of use—it simplifies complex processes like client onboarding, transaction management, and compliance with regulatory requirements. The app’s personalized dashboards and insightful analytics help me better understand client needs and offer tailored recommendations. Additionally, the automated reports and alerts reduce manual effort, allowing me to focus more on client engagement and advisory services. Overall, KFintech’s support and technology have not only improved my productivity but also elevated the quality of service I can provide to my clients. It’s a game-changer for mutual fund distributors seeking efficiency and growth.”
M Praveen Kumar
AMFI Registered Distributor
ARN- 192100
Independent Financial Advisor
“I have been extensively using the KFintech Distributor portal for the past 3 years. In fact, I prefer the KFintech portal over the NSE/BSE portals or even the individual AMC portals because it allows me to conduct all my transactions in one place. I am pleased to share that I have witnessed several improvements on the website since I first started using it, and I hope KFintech will continue enhancing the user experience. Whenever I have had queries or needed assistance, I have reached out to Vandana Sinha, and she has been very responsive. Thank you, Vandana.”
Rajesh Krishnaier
AMFI Registered Distributor
ARN- 167695
Partner Testimonials
Kiran Jagannath
Head of Financial Services and IT Enabled Services
AWS India
AWS India
“KFintech is a strategic collaboration partner for innovation for the AWS team. It fills us with pride to partner with one of the two RTAs and a Fintech leader in the Mutual Funds industry. We wish you great success in the coming years.”