Our proprietary ERP (Suprema) is industry standard for managing NPS operations in India. 75 out of 100 PoP’s
( PFRDA approved Point of Purchase) are leveraging on our software to operationalize their business making
our ERP the most widely used software in India for the NPS industry. Our software and solutions are highly
resilient, secure and scalable even as they are built on mobile-first micro services architecture driven and
cloud-ready frameworks.
Our Software and Solutions are the backbone for servicing over 0.5 million investors, +75 POP’s and
thousands of POP agents. Our Software is integrated with other ecosystem partners such as NPS-Fintech, PFM,
Trustees, Corporates, State Governments, District Nodal officers amongst others offering the fastest
transacting ability in the most secure manner. With data in motion and in rest fully encrypted and hosted in
a Tier IV data centre, our Software offers the safety than every asset manager is looking for
Our platforms for POP’s (Suprema), Agents (NPS Agent), PFM (Suprema), Fintech (Rest API’s) and others offer
significant reduction in Total Cost of Operation (TCO) whilst driving the growth, investor satisfaction
scores and client value simultaneously.
Built on completely modularized architecture, we offer clients, both on ‘As a Service’ model as well as on
‘Build & Operate’ model to suit the needs of the POP’s.
With a comprehensive array of services delivered end to end by KFin, the NPS ecosystem players can focus on
delivery of pension services through superior subscriber management.
Leveraging software and services model, KFintech delivers to all the services an PFM and POP needs – Branch
management, Fund accounting & administration, Investor servicing , Digital stack (API’s and white labelled
), CRM solution etc., facilitating an unwavering focus on subscriber experience.
KFin’s XAAS philosophy is aims to reduce Total Cost of Operation (TCO) for the POP’s apart from providing
models of ‘As a Service’ as well as ‘Build-Operate/Transfer’ to align with the capital cycles of the
organization. Further, we modularize the solutions with a diverse set of options – platform only, full scale
service and other hybrid operating models to enable POPs of varying size and differing cultures to adopt the
model that works best for them.
Our unique and robust API’ stack offers unparalleled ability to transition from conceptualization to
operationalization, escape velocity growth and eventually into stabilization. Our Solution facilitate the
fastest go to market for the new fintech POP’s whilst providing the citadel from where the launch would
position the new POP’s to be a force to reckon with.
Fintech partners using Kfin API stack feature regularly among the top 5 POP’s contributing to NPS subscriber
base. We stand tall and proud to have partnered the growth of these Fintech-POP’s who have built a
leadership position in quick time. Our clients have experienced superior growth rate in industry and will
continue to experience break through velocity for a variety of reasons that also include superior investor
servicing, software & solutions that drive greater customer acquisition.
KFin’s vision is to be the most preferred and proactive solutions provider for traditional and fintech
POP’s and other intermediaries providing an agile platform for product innovation, widest geographical
reach and technology enabled omni-channel subscriber services. The features we built have given our
clients a distinct advantage enabling a significant growth rates that resulted in over Yoy ~500 bps
expansion in market share.
KFin delivered the first NPS API stack, Agent platform, seamless subscriber onboarding, extensive CRM
features.
KPRISM is a unified platform for your equity investment monitoring with multiple self-help features.
It is a web and mobile based application that empowers you with a range of convenient and productive features. KPRISM is your one-stop login, that empowers you to view as well as add your folios, check the status of DEMAT requests, add reminders for General Meetings & eVoting events, check IPO allotment status and connect with helpdesk on the go. You can easily download the KPRISM mobile app or register on kprism.kfintech.com.
Smart Features:Kosmic Module is mainly designed to capture all the process steps, checks, controls, and audit sign-off, Lead Managers sign-off, basis of allotment, notes and sign-off, etc.
with triggers and alerts involved before and after the closure of the Public Issue. It enables all the stakeholders to view all the online information pertaining to Public Issue.
Facilitating a robust mechanism of sharing of TDS certificates with the shareholders of the company, KFintech has created the repository of the TDS certificates.
A digital offering to enable the shareholders to download their respective TDS certificate is enabled which can be hosted on the company’s website as well , if desired. Post initial intimation to shareholders about the TDS certificate downloading procedure by email, the shareholder as an option to download the certificate anytime by visiting the website. The repository will be available for one year till the TDS return filing is done by the shareholder.
UNIQUE/ INDUSTRY FIRST FEATURESA web enabled application designed to facilitate India Inc and the investors to access information by a click of a mouse.
FINCLAIM is a web-based digital data management solution for nodal officers to access & manage information efficiently.
FINCLAIM by KFintech is a digital solution for the Nodal Officers of the companies to maintain transfer applications and data in a very convenient and organized manner.
Get help with choosing a KFintech product, or ask about your previous experience from the KFintech Product/Services.
To be a trusted, transparent and prompt service provider to the investors, conforming to the highest standards of compliance, confidentiality and professionalism in conduct, to meet the obligation towards investors in Indian capital markets.
MissionA Demat Account keeps an individual's investments in stocks, government securities, exchange-traded funds, bonds, and mutual funds in electronic format consolidated in one place and makes it easier for customers to trade.
A Demat account stores shares and securities (bonds, ETFs, mutual fund
units, etc.) on an electronic platform, whereas a Trading account, serves
as an interface to buy and sell shares on the stock exchange.
To open a demat and trading account please ensure that you have
following documents handy:
It provides the detail about the number of shares allotted to the investor in an Initial public offer (IPO).
IPO Allotment status, all IPOs and recent IPOs. An investor can check allotment status by entering PAN Number or the IPO allocation number.
The platform of choice to access your mutual fund investments at lightening speed and explore best in class platform features.
Open up to a refreshingly new way of navigating and transacting through a universe of mutual funds with KFinKart. Get a single view of investments, manage profile, make decisions and invest or redeem instantly without needing multiple apps.
One Touch LoginThe platform of choice to access your mutual fund investments at lightening speed and explore best in class platform features.
Designed by the two leading RTAs in the MF industry, KFintech and CAMS, MFCentral is India’s First All-
in-one Investment Management Platform for Mutual Funds.
A single, highly secure platform to help you track and manage all your Mutual Funds, MFCentral is the
only portal you need, whether you need to update your details or make new investments!
National Pension System (NPS) is a retirement benefits scheme introduced by the Government of India to facilitate a regular income post retirement to all the subscribers.
PFRDA (Pension Fund Regulatory and Development Authority) is the governing body for NPS. It offers four types of account types - All Citizen Model, Corporate Model, Government Sector and Subscribers.
Smart Features:As an AIF investor you have growing and diverse needs to have an overview of your investments.
We at KFintech understand these needs and through mfs.kfintech.com we strive to make the management of your Alternative Fund investments a breeze for you.KFintech Private Limited provides various value added service to AIF including Investor Servicing, Fund Accounting, KRA-KYC, Out bound calling on recorded lines, document management services, Notarization of documents etc., It's one stop shop for all AIF needs
The first and only virtual branch platform for asset management industry exclusively designed to experience a first-of-its-kind office-in-pocket experience which is effective and efficient.
The platform enables asset managers with efficient investor management servicing while initiating transactions like Purchase, SIP, Redemption, Switch. The platform offers portfolio view, maintain daily call reports, record attendance, manage teams amongst others with a single touch. The solution enables AMCs to virtually open infinite number of branches across the country optimizing costs and tapping the vast potential of unchartered territories in the country
Smart Features:No more multiple apps, logins and updates. KFinKart DIT platform is the only smart platform you need.It gives you the power to invest, track and manage across a host of mutual funds, meeting all your transactions management needs
An investment cum pension scheme initiated by Government of India, NPS aims to provide security post retirement age to Indian Citizens.
Point of Presence (POP) are the entities registered with the PFRDA to act as a customer interface to all citizens of India. They perform functions through their network of branches called POP Service Providers (POP-SP) The operations of these POP-SPs shall be coordinated and controlled by the POP. Subscriber can also enroll through eNPS online model.
Empowering wealth managers with our comprehensive Wealth tech solution suite We create custom Wealth-tech solutions for “What you want, When you want & How you want”
KFintech is a Wealth Management Platform and service provider for global wealth managers.
Our Wealth Management Service offerings are adeptly designed to meet changing investor
demand & deliver actionable insights to wealth managers in efficient management of investors
wealth and make smart investment decisions.
We Provide an extensive range of wealth management services plus the ability to tailor
solutions based on your needs.
IWAPP-NXT is an extension of IWAPP platform, and supports multi-tenant login (Retail model – for multiple distributors to login).
The application supports decision making on optimization and rebalancing the Investor’s portfolio and execution of goal-based recommendations across all asset classes.It is integrated with DIT to facilitate the existing distributors to login with DIT credentials, and have access to the features based on their subscription plan. New distributors can be on boarded by taking the user through the sign-up process.
UNIQUE/ INDUSTRY FIRST FEATURESIn the world of meta platforming, manage your AGM/EAGM proceedings of the company and facilitate fully compliant and completely digitized remote e-voting.
Registration and Voting software was developed to help listed companies to achieve voting
results with ease in a transparent, accurate and faster mode resulting in good corporate
governance and shareholders satisfaction by the company. e-Voting software, certified by
STQC, is fully protected and backed with real time online DR. InstaPoll is a modern, touch
enabled application for managing electronic polling events at physical Meetings.
E-GMs replicates physical General Meeting of the company on the virtual platform via Video
Conferencing mode or Other Audio Video Means. Fully complainant and developed to handle
multiple events across multiple cities parallelly at any point of time.
eVault is a safe, secure, and reliable file storage data corner exclusively created by KFintech. It facilitates RTAs to regularly upload the data as per the defined frequencies and ensure permanent data storage.
We maintain the high integrity of data's security & safety and it gets regularly updated by RTA.
A highly secure, compliant and digitized platform to monitor the personal trading compliance of employees as per best practices and industry regulations.
A complete solution to manage PIT Regulation by the company and easy compliance by
insiders.
With best in class Identity and Access management, distinct user access to senior
management, Compliance Office amongst others, FINTRAK offers a one of its kind Insider
trading platform. This module makes the corporates to maintain any insider related data in a
structure way as per the requirement of the SEBI in a very convenient and effective manner.
Designated person can seek pre-trading approval, submit post transaction approval for
purchase or sale of securities for self and relatives seamlessly.
A web enabled application designed to facilitate India Inc and the investors to access information by a click of a mouse.
Get help with choosing a KFintech product, or ask about your previous experience from the KFintech Product/Services.
To be a trusted, transparent and prompt service provider to the investors, conforming to the highest standards of compliance, confidentiality and professionalism in conduct, to meet the obligation towards investors in Indian capital markets.
MissionAcross the globe, financial organizations are struggling with intense volatility, uncertain business, regulatory and socio-political environments that only increase the pressure on them to make their bottom-lines predictable and sustainable.
Additionally, they also need to work around a framework to improve processes and ensure financial stability.KFintech commits a time-bound governance for risk reduction and control, compliance reporting with a global delivery model. We promise high business value with a focus on zero cash leakage (actual and opportunity).
With our Mortgage Sourcing Services, we at KFintech, aim to deliver services & support across spectrum – Servicing – Curative – Default – Real estate management for all kinds of Mortgage Loans including home and commercial properties and portfolios.
Our current team and talent pool enables us to support a complete life cycle management of the asset and portfolio under one customer – facing leadership. KFintech has the ability to handle the day-to-day functions for all types of primary and secondary mortgage products and the dependent requirements thereof, along with enabled functions to support processes, transactions and reporting associated with servicing and customer support.
With the involvement of advanced technological platforms, LPO firms have started handling high-end critical legal work which also offer them higher margins.
Previously, most of the legal work outsourced to India included back-end processing. At KFintech we commit to the basic and fundamental advantage we wish to provide our clients on these lines.
A Demat Account keeps an individual's investments in stocks, government securities, exchange-traded funds, bonds, and mutual funds in electronic format consolidated in one place and makes it easier for customers to trade.
A Demat account stores shares and securities (bonds, ETFs, mutual fund
units, etc.) on an electronic platform, whereas a Trading account, serves
as an interface to buy and sell shares on the stock exchange.
To open a demat and trading account please ensure that you have
following documents handy:
It is a IPO bidding platform. It is also facilitates to open the Demat account
And, Subscribe to IPO's and see the holding information of the respective PAN.
KFintech over the years has been pioneering in taking various steps to enable and empower investors in the digital journey to invest in mutual funds.
Here’s the new look KorpConnect, a unique platform for Corporate Investors (Public and Private or Partnership Firm or AOP or HUF). You can experience a complete digital experience by choosing KorpConnect as your preferred mutual fund platform to submit transactions electronically and also settle the same online through the partner banks (Currently with ICICI Bank & HDFC Bank).
Tired of playing where’s waldo? With Digix all your reports be it Regulatory, Daily, Dynamic are just a single click away.
Digix allows you to schedule, generate, view, download and even share the reports all in one place. It got some really good intelligence to display your industry wide performance.
Key FeaturesThe KFintech CRA is a back office for maintaining records, administration and customer service functions which is playing an important role to the successful operationalization of the NPS.
As per the circular ref no: PFRDA/2017/1/ CRA/1 dated January 3, 2017 KFintech was appointed as Central Recordkeeping Agency (CRA) for National Pension System (NPS). KFintech CRA is one of the Premier financial service organisation aims for satisfaction of customers by combining knowledge & technology to provide the best standard of services under NPS.
NPS Corporate Sector Model is designed for all Corporates including Private Companies, PSUs, CPSEs, etc. to adopt NPS as an organized entity within purview of their employer-employee relationship and provide NPS benefits to its employees.
This would facilitate corporate entities and other registered bodies to offer their existing and prospective employees the option to open NPS account and avail its benefits. Corporate may join NPS through any one of the existing Point of Presence POPs. The employee’s contribution, as deducted from their salaries, along with employer’s contribution (if so) is deducted and remitted by the Corporate Head Office to the POP with which it has a Memorandum of Understanding.
KBOLT is a full featured application for all ISC needs. You can use this to enter mutual fund applications, print account statements, get various reports or just query investor data.
KBOLT has a subscription service for account statements, frequently used reports that
enable ISC to setup an auto mail and get the frequently needed information to their desktops
at the time they need it.
KBOLT has host of transaction/MIS reports ranging from simple DTR to other complex reports
like inflow/outflow report.
KBOLT's online inflow/outflow report empowers AMCs to know the subscription, redemption
position at anytime. It's drill down capabilities enable users to get the micro granular
information about the underlying transactions.
KBOLT's management console empowers head office executives and account to monitor
the nationwide fund/transaction activity.
Kfintech’s unique platform that caters to the needs and ongoing rapid development that is take place in the Industry.
An in-house platform that addresses the every need of an AIF from digital Onboarding, KYC
matching & signature with Aadhaar/PAN, NAV calculation, Fund Accounting and Transfer Agency
services apart from digital platforming for the investors
We have developed it comprehensively facilitating the fund to grow to any size without any
complications and 0 Human errors.
It is a web-based tool for the paperless onboarding of Investors of Alternative Investments (AIF)
Aif investor can be onboarded to any scheme within 15min of time through a paperless on boarding process. This digital onboarding helps to automate all workflow processes and provide a secure and digital flow to verify and validate every step during the onboarding process. It is inbuilt with e-signing and e-stamping features
Portfolio Management Services was started in the year 2008.
We at KFintech work for issuers where we mainly focus on global strategy creation which
includes strategy and order definition. Thereafter, we cater to portfolio modelling &
account mapping and discretionary orders and non-discretionary orders.
Thus, the wide reach and range helps us in providing expertise services in:
TFor most of us, retirement may seem to be a long way off. It may look like we have a lot of time on our hands to plan for the retirement of our dreams, but more often than not, it arrives sooner than we anticipated.
16 Feb 2022With PFRDA’s impetus on revised POP compensation, the demand for National Pension System (NPS) is likely to gain traction in the country with 1.4 million-plus customers as of March 31, 2021
15 Feb 2022The term “pension” is almost synonymous with retirement, and we think about retirement as a time of leisure when we can do whatever we like.
15 Feb 2022You have a certain lifestyle that you are accustomed to, and it is reasonably easy to understand that you would want the same lifestyle moving forward, if not a better one.
7 Feb 2022When you think about retirement, you immediately have a picture of leisure and a whole lot of time on your hands. Daydreaming aside, it is important to note that your retirement can be however you want it to be.
3 Feb 2022Retirement is one phase of life that most people look forward to, but preparing for it requires planning and discipline. While there are many retirement plans available, one of the most lucrative and beneficial is the National Pension System.
21 Jan 2022The National Pension System (NPS) Scheme is a portable retirement savings account which is flexible, low cost and easy to access.
25 Dec 2021Get notified for newsletters, new product launches and offers from our partners