KFinKart – Distributor

KFin Technologies Limited

About this app

Now, become a smart financial distributor with KFintech’s KFinKart Distributor app. Access the universe of KFintech serviced mutual funds on your smart phone. No more running around with documents or getting stuck with lengthy processes while initiating mutual fund transactions for your customers. As a distributor and a financial distributor, KFinKart enables you to instantly fill customer details, bunch all the documents and invest with the ease and speed of a touch. This means, you can now initiate transactions, generate reports and seek statements on behalf of your customer right from where you are.

Get more productive and effective in delivering quick and delightful services to your customers. KFinKart’s full service menu, intelligent features and intuitive navigation empowers you to achieve faster and earn more. You can also track each customer’s portfolio and send reminders on new fund offers, SIP, repurchase and redemption. And of course, all your earnings are pooled so you can instantly touch and view.


Key Features

Initiate Transactions
- Use customer PAN to auto fill customer details
- instantly bunch all documents and invest on behalf of customer

Quick start
- One-time Pin/Pattern login
- Single customer portfolio view

Touch and transact
- Industry first Phygital mode transactions
- Simplified Client search (Name, Mobile, Email, PAN, Folio)
- eKYC
- SIP summary (Expired, Terminated, with & without SIP client list)
- AUM Summary
- Brokerage Details
- Mail back (self) and Investor
- NAV
- Investor Portfolio
- Transaction History
- SIP Cancellation
- SIP Pause

Smart and productive
- Customer-wise AUM Report
- Investor Master Information
- Transaction wise investor Master
- View last five transactions

Instant statements and reports
- Consolidated Account Statement
- Transaction Report
- Net AUM Report
- Brokerage Report
- NAV Report
- SIP/STP Report


My Earnings Dashboard
- Track brokerage and earnings

K-Buddy
- Instant support
- Seek information
- Raise and resolve queries

List of Mutual funds
- Axis Mutual Fund
- Baroda Mutual Fund
- BNP Paribas Mutual Fund
- BOI AXA Mutual Fund
- Canara Robeco Mutual Fund
- Edelweiss Mutual Fund
- Essel Mutual Fund
- IDBI Mutual Fund
- Indiabulls Mutual Fund
- Invesco Mutual Fund
- ITI Mutual Fund
- JM Financial Mutual Fund
- LIC Mutual Fund
- Mirae Asset Mutual Fund
- Motilal Oswal Mutual Fund
- Nippon India Mutual Fund
- PGIM India Mutual Fund
- Principal Mutual Fund
- Quant Mutual Fund
- Quantum Mutual Fund
- Sahara Mutual Fund
- Sundaram Mutual Fund
- Taurus Mutual Fund
- UTI Mutual Fund


Permissions

In addition to basic permissions, the KFinKart-Distributor app needs access to other functions on your device for it to support the above features -
• External Storage: To download the statement to device memory
• Call log: To auto-dial the contact centre number. We do not read the existing call log
• Phone: This permission is required to uniquely identify the device
• SMS: To auto-verify OTPs. We do not read existing messages