KFintech manages Distributor Transfer Agency (DTA) services for Institutional Nominee Advisors supporting with a platform with capabilities of handling both Investor level record and Nominee level records under respective fund houses for all asset classes including RPF, ETF, PRS, and Cash products.
Key features include but are not limited to Order processing, Trade order instructions, confirmations with respective fund houses, seamless auto reconciliation between Investor Registry & Nominees Book and reconciliation of Unit Holding with Asset Manager.
We enable seamless integrations with respective stakeholders for both order processing and Investor fulfilments. Our presence in the global markets, over the years, is supported by qualified and trained RTA professionals enabling us to adapt quickly to the ever-changing regulatory requirements. We enable customers to stay ahead of market information by providing automation services such as robotics, mobile application, and portals.