Kfintech mutual fund

A New world of possibilities to manage your Mutual Fund portfolio, brought to you by CAMS and KFintech. Introducing India’s First All-in-one Investment Management Platform to Transform the Mutual Fund Industry MFCentral is the investor services hub conceived by CAMS & KFintech powering a new era of collaboration by providing convenience to transact across all folios of an investor with unparalleled user experience. MFCentral is introduced as a unified platform for all your Mutual Fund related needs. This is a Mutual Fund Industry initiative to minimize the need to visit multiple industry players to access your portfolio, statements, Service Requests and investments. KEY FEATURES MFCentral will cover all your Mutual Fund Folios having the same PAN/PEKRN and Registered Mobile Number. Portfolio coverage will be offered across all such Folios in Demat or Non-Demat forms. However, Service Requests are currently restricted to only your Non-Demat Holdings that are originated using MFU (Mutual Funds Utility). Managing your service requests can’t get any simpler! My Portfolio - Fund house wise & Asset class wise details (SoA & DEMAT holdings) Service Requests: Change of IDCW Option Change/Update Email Address Change Regsitered Mobile Number Consoldiation of Folios Correction of erroneous data captured in Folio Change of Banj Account Details Multiple Bank Mandate Registration Update Nominee Details Update Bank IFSC Change of Tax Status (Resident Indian / Non-Resident Indian) Transmi...

KFin Technologies Private Limited (“KFin Technologies") on Wednesday announced the launch of INSTA Brokerage plan that will instantly release distributor commissions. “With this innovation, distributors will be able to encash their commissions almost instantly when the unit allocations are completed post the settlements," the company said in its statement. Commenting on the launch, Sathish Nuggu, Chief of Technology & Operations (CTOO), KFin Technologies, said “We are pleased to launch INSTA Brokerage – an idea that will herald a new era of Ease of Doing Business (EODB) for distributors. The response to the initiative had been very encouraging with our AMC clients in various stages of rolling out shortly. KFintech manages mutual fund operations for 27, out of which 2 are yet to start operations, out of 44 AMCs." “MF Distributors are the backbone of this industry and equipping them with every solution that makes a difference to them is a critical covenant of KFintech’s value system. This (INSTA Brokerage) solution provides mutual fund distributors with expedited receipt of the commissions thus enabling them to focus on better investor acquisition and engagement," Nuggu said. The company said UTI Asset Management Company had led the way in rolling out the feature. “The Distributor fraternity are at the core of our business and we at UTI, have always believed in the spirit of being a true partner to them. UTI AMC, one of the country’s pioneering AMCs has rolled out this initi...

You have to update your nomination details in your existing Mutual Fund investments (Folios) on or before September 30, 2023, failing which folios shall be frozen by Asset Management Companies (AMCs) for debits like Redemption/SWP/Switch/STP. This is as per SEBI Circular. You must have read my last post on adding or How to do mutual fund nomination online? You can add or update your mutual fund nomination online at CAMS and KFintech. Follow the method given below to update your nomination. #CAMS Step 1 – Visit CAMS Online form of Change of Nomination . Step 2 – Enter the investor PAN card number for which you want to update or change the nomination. Press the Next button. Step 3 – On the next page you will be asked about the OTP option –“How do you want to receive OTP?” you can opt for a mobile or e-mail option. Step 4 – On selection system will send OTP to your registered mobile number or e-mail address. Step 5 – Enter the OTP and press the next button. Step 6 – On the next screen you will be prompted to select a mutual fund house for changing nomination. You have the option to select a single fund house or all fund houses at a single go. Step 7 – On pressing next you would be prompted with the mode of holding and action. You can either register the nominee, change/update the nominee or opt-out of the nomination. Step 8 – In the next tab you need to enter the Name of the Nominee, PAN Number of the nominee, DOB, allocation percentage, and relationship with the nominee. Ste...

KFinKart - Investor Mutual Funds is your one-touch login that powers you to invest across a host of mutual funds. Get a single view of your investments, manage profile, make decisions and transact instantly without needing multiple apps. Managing your investment journey in Mutual Funds is at the core of this app by KFintech. Now, open up to a refreshingly new way of investing your money. Make the most of your time and money. Link and track your family folios across AMCs, invest in NFOs, transact or reinvest, start or stop SIPs – all and more within KFinKart. And what’s more? Touch and generate insightful analytics that explain your investment pattern across the mutual funds serviced by KFintech. It's easy with KFintech. Key Features: 1. One touch login - Navigate across mutual funds 2. Enriched Navigation - Intuitive screens to glide through transactions 3. Portfolio Dashboard - View multiple folios in a single view - Link and transact your family folios (existing folios) - Invest/reinvest/Redeem from portfolio - Folio level account statement - Consolidated account statement 4. Transaction History - Know your transaction status 5. E-Mandate - Register e-mandate (KOTM or access AMC OTM associated with existing Folio) online and seamless - Submit mandate 6. Systematic Transactions (SIP / STP / SWP) - Registration - Pause - Cancellation 7. NAV Tracker - Track NAV performance - Instant NAV - Historical NAV - NAV movement - Physical and Electronic mode registration 8. Enric...

MFCentral is the investor services hub conceived by KFintech & CAMS powering a new era of collaboration by providing convenience to transact across all folios of an investor with unparalleled user experience. Leveraging best in class technology, MFCentral brings ease, convenience and speed to your service requirements across all the Mutual Funds. Reserve Bank of India (RBI) had announced introduction of Positive Pay System in Sept. 2020 to introduce an additional layer security for cheques above of Rs.50,000. Banks have indicated enforcement of PPS from 1st September 2021. Investors are advised to take note about PPS requirement for their MF Investment cheque(s) to avoid rejection during clearing process. As per SEBI communication dated October 05, 2020 on ‘Review of Dividend option(s) / Plan(s) in case of Mutual Fund Schemes’, Dividend Option /Plan of all existing and proposed schemes of Mutual Funds will be named / renamed and all schemes having Dividend Option / Plan will reflect as IDCW in all statements and transaction description. If you have any dispute against a listed company and or its Registrar and Share Transfer Agent (RTA) on delay or default in processing your request, as per SEBI circular dated 30.05.2022, you can file for arbitration with Stock Exchange. For more details, please see the web links of the stock exchanges | BSE -