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Why KFintech?

We serve Customers of different Passage

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KPrism

KPRISM is a unified platform for your equity investment monitoring with multiple self-help features.

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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:
  • One Time Registration
    a) Login through mPIN
    b) Navigate through registry clients
  • Portfolio folio
    a) View portfolio of all KFintech services investments
    b) Download account statement
  • Queries and Requests
    a) Single window solution to place change requests like change of address, update bank details etc.
  • Pay-outs
    View your dividends and interest/redemption pay-outs.
  • Set reminders
    Get reminders for important events like Annual General Meeting, IPO Allotment Status, eMeetings etc.
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KOSMIC

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.

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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.

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Dividend TDS

Facilitating a robust mechanism of sharing of TDS certificates with the shareholders of the company, KFintech has created the repository of the TDS certificates.

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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 FEATURES
  • A unique stand-alone module developed to ensure distribution of TDS certificates to shareholders are done by the companies in very easy and in cost-efficient manner.
  • The module similarly gives the edge to the shareholders to download all multiple companies TDS certificates in one go from anywhere and anytime.
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KARISMA

A web enabled application designed to facilitate India Inc and the investors to access information by a click of a mouse.

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  • Connecting all stakeholders on a single platform to meet individual stakeholder needs.
    – a Single Window Solution
  • Substantially compresses time to take decisions due to accurately and quickly making the required information available.
  • Helps corporate to comply with all regulatory requirements as well proactively provide services to their investors.
  • Substantially reduces service response time by avoiding queries flowing through physical modes wherever they can be avoided.
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FinClaim service

FINCLAIM is a web-based digital data management solution for nodal officers to access & manage information efficiently.

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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.

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Investor support center

Get help with choosing a KFintech product, or ask about your previous experience from the KFintech Product/Services.

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Vision

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.

Mission
  • To maintain high standard of integrity in the conduct of business by fulfilling obligations in a prompt, ethical and professional manner.
  • To comply with all regulatory requirements in a time bound manner
  • To facilitate prompt service to investors by and through streamlining the process and harnessing technology
  • To facilitate easy approach, communication and interface with investors so as to resolve their queries / grievances
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R-WAP

RWAP has been created to provide end-end support for the investors for the Right issues.

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It is an exclusive digital web platform for existing shareholders, Online Payment towards First Call through different modes, Exclusive for “Reliance Industries Limited”.Based on shareholder DPID Client ID & PAN validations, payment can be done

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Demat Account

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.

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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:

  • Aadhar linked mobile number
  • Photocopy of PAN card
  • Aadhar Card
  • Bank statement or bank account cancelled check
  • Have a photo or a scanned copy of your signature and an income proof
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IPO Subscription/Status

It provides the detail about the number of shares allotted to the investor in an Initial public offer (IPO).

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IPO Allotment status, all IPOs and recent IPOs. An investor can check allotment status by entering PAN Number or the IPO allocation number.

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KFinkart Investor Portal

The platform of choice to access your mutual fund investments at lightening speed and explore best in class platform features.

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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 Login
  • If you are new to KFinKart Investor App, you can register with your existing Google or Facebook account to quickly start transacting. Also, logging into the app is now extremely easy with the Pin/Pattern & fingerprint feature. Choose the most secure and convenient method for your transactions.
Portfolio Dashboard
  • The dashboard is designed to give a single view regarding multiple folios. It accommodates linked family folios and minor folios, so that you get a full picture of your portfolios. You can also directly make investments, reinvestment’s and redemptions with a single touch.
UNIQUE FEATURES
  • Multi-Lingual App
  • Redemption Robo
  • Manage AIF portfolio
  • Manage family portfolio
UPCOMING FEATURE
  • NPS Subscription
  • Equity portfolio
  • Full suite of Non Commercial Transactions
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National Pension System​

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.

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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:
  • Largest physical reach across India; serving General Public, Corporate, Central and State Governments
  • Enabling successful operations of NPS through industry-leading record maintenance, administration and customer service
  • Interfacing between PFRDA (Regulator for NPS) & other NPS intermediaries such as Point of Presence, Pension Fund Managers, Annuity Service Provides, Trustee Bank, Nodal Offices etc.
  • Associated with over 75 PoP’s and 1000+ Corporates
  • Issue Unique Permanent Retirement Account Number (PRAN) to each subscriber.
  • Maintains a database of all PRANs and records all the various transactions relating to subscriber such as contribution details, update details, investment details, withdrawal details etc.
  • Acting as an operational interface between PFRDA and other NPS intermediaries such as Pension Fund Managers, Annuity Service Providers, Trustee Bank, Nodal offices etc.
UNIQUE FEATURE
  • Only CRA to provide APIs for Fintech integrations
UPCOMING FEATURE
  • Website with completely new UI for a seamless user experience
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AIF Investor Portal

As an AIF investor you have growing and diverse needs to have an overview of your investments.

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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

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KBolt Go

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.

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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:
  • Physical Mode
  • Digital Mode
  • eKYC
  • View Investor Portfolio Summary
  • Exception Report
UNIQUE FEATURES
  • Virtual branch set up
  • Office management solutions
  • Hyper local document management
UPCOMING FEATURE
  • CRM
  • Analytics for Investors and Distributors
  • Knowledge Bank
  • CTS collection center
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KFinkart Distributor Portal​

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

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  • Paperless and hassle free Mutual fund transactions
  • Service fulfillment on the go at the convenience of your mobile phone or desktop No hassle of running around the city for meeting the customers for servicing them. No need to rush during peak hours to the AMC or R&T branches for submission of application forms before the cut off time.
Smart Features:
  • Physical Mode
  • Digital Mode
  • eKYC
  • View Investor Portfolio Summary
  • SIP Summary
  • AUM Summary
  • Brokerage Details
  • Mail Back reports
UNIQUE FEATURES
  • Industry first app for distributors
  • Fully digitized transacting platform
UPCOMING FEATURE
  • All asset class provisioning
  • Distribution in a box solutioning
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Agent POP

An investment cum pension scheme initiated by Government of India, NPS aims to provide security post retirement age to Indian Citizens.

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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.

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Private Wealth Management

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”

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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.

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IFANXT​

IWAPP-NXT is an extension of IWAPP platform, and supports multi-tenant login (Retail model – for multiple distributors to login).

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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 FEATURES
  • Transaction overview (BSE dashboard) – Since inception and selected period representation of the client registration and transaction data -
    a. Client Registration section – Graphical view of success and fail count of the on boarding steps and their details.
    b. Transactions section – Order book, Trade book and SIP book.
  • Feed upload
    RTA data porting (Automation to be done)
    Other products upload (Bonds, FDs, Insurance & PMS)
  • CRM – Dashboard, Call schedule and call update.
  • Financial planning – Question set and questions creation for investor risk profiling.
  • SMTP details – Captured for each ARN/Distributor to send emails from their company domain. Default would be KFintech domain.
  • Company Information – Distributor company, logo and BSE credentials are captured.
UPCOMING FEATURE
  • Reverse feed upload automation – Transaction feeds and Brokerage feeds.
  • Integration of DIT APIs to route the transactions of KFintech RTA funds through KFintech instead of BSE.
  • Implementation of common login feature for existing 1 lakh odd ARNs to login into IWAPP Nxt.
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AGM/ eAGM

In the world of meta platforming, manage your AGM/EAGM proceedings of the company and facilitate fully compliant and completely digitized remote e-voting.

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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.

UNIQUE FEATURES
  • Easy access
  • Single sign on
  • Integrated voting option for shareholder so that continuity of meeting doesn’t get disturb during the meeting
  • Option to upload the document by the client for inspection by the shareholders
  • Moderator assistance
  • Video recording and transcript assistance
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FINTRAK

A highly secure, compliant and digitized platform to monitor the personal trading compliance of employees as per best practices and industry regulations.

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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.

UNIQUE FEATURES
  • Helps the corporate to maintain the UPSI data as per the regulatory requirement in separate data room
  • Bulk email integration
  • Mobile number integration
  • On go access.
  • On & off premise hosting
  • Adequately compliant with finest security controls
  • Helps in mitigating the risk of mis reporting or no reporting for the Compliance Officer
  • Helps in seeking online disclosures from all designated persons
  • Helps in maintaining the online repository
UPCOMING FEATURE
  • Introducing monitoring the transaction details of the designated person across multiple ISINs within the company.
  • Tracking one user transaction across multiple ISINs and multiple limits
  • Separate logins for compliance officer and designated persons
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FinClaim service

A web enabled application designed to facilitate India Inc and the investors to access information by a click of a mouse.

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  • Connecting all stakeholders on a single platform to meet individual stakeholder needs.
    – a Single Window Solution
  • Substantially compresses time to take decisions due to accurately and quickly making the required information available.
  • Helps corporate to comply with all regulatory requirements as well proactively provide services to their investors.
  • Substantially reduces service response time by avoiding queries flowing through physical modes wherever they can be avoided.
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Investor support center

Get help with choosing a KFintech product, or ask about your previous experience from the KFintech Product/Services.

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Vision

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.

Mission
  • To maintain high standard of integrity in the conduct of business by fulfilling obligations in a prompt, ethical and professional manner.
  • To comply with all regulatory requirements in a time bound manner
  • To facilitate prompt service to investors by and through streamlining the process and harnessing technology
  • To facilitate easy approach, communication and interface with investors so as to resolve their queries / grievances
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Finance & Accounting Services

Across 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.

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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).

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MORTGAGE SERVICES

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.

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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.

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Legal Process Services

With the involvement of advanced technological platforms, LPO firms have started handling high-end critical legal work which also offer them higher margins.

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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.

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Demat Account

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.

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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:

  • Aadhar linked mobile number
  • Photocopy of PAN card
  • Aadhar Card
  • Bank statement or bank account cancelled check
  • Have a photo or a scanned copy of your signature and an income proof
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IPO

It is a IPO bidding platform. It is also facilitates to open the Demat account

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And, Subscribe to IPO's and see the holding information of the respective PAN.

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Korp Connect

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.

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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).

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Digix

Tired of playing where’s waldo? With Digix all your reports be it Regulatory, Daily, Dynamic are just a single click away.

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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 Features
  • Instant Statements and Reports
  • Customize your reports
  • Schedule reports for periodic intervals
  • Optionally apply additional filters
  • Monitor AUM distribution geographically and schematically
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CRA

The 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.

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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.

  • Issue Unique Permanent Retirement Account Number (PRAN) to each subscriber.
  • Maintains a database of all PRANs and records all the various transactions relating to subscriber such as contribution details, update details, investment details, withdrawal details etc.
  • Acting as an operational interface between PFRDA and other NPS intermediaries such as Pension Fund Managers, Annuity Service Providers, Trustee Bank, Nodal offices etc
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POP Online

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.

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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.

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KBolt Nxt

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.

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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.

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Alternative Investment Fund​

Kfintech’s unique platform that caters to the needs and ongoing rapid development that is take place in the Industry.

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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.

Smart Features:
  • Platform exclusive for AIF business segment.
  • DIY (Do it yourself) for small AIF companies.
  • Cost effective and use based on subscription model.
  • Designed fully to host over the cloud.
  • Full outsourcing of AIF services available
  • Platform developed in latest cutting-edge technologies.
  • Platform is designed to support Cat I, II & III AIF’s.
  • Comprehensive Role & User Management.
  • Coverage of Compliance & Regulatory Reporting.
  • Comprehensive Role based Dashboards.
  • Easy launch of new AIF funds without IT support.
  • Easy to maintain static data setup.
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Digital Onboarding

It is a webbased toll for paperless on boarding of Investors of Alternative investments (AIF)

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Aif investor can be on boarded to any scheme within 15min of time thru paperless on boarding process. This digital on boarding helps to automate all workflow processes and provide secure and digital flow to verify and validate every step during the on boarding process. It is inbuilt with esigning and e stamping features

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Portfolio Management Service

Portfolio Management Services was started in the year 2008.

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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:

  • Portfolio Transactions
  • Financial Accounting
  • Fee Management
  • Performance

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