Our proprietary ERP is industry standard for managing mutual fund operations in India. 28 out of 45* Asset
Managers leveraging on our software to operationalize their business making our ERP the most widely used
software in India for the asset management industry. Our software and solutions are highly resilient,
and scalable even as they are built on mobile-first micro services architecture driven and cloud-ready
Our Software and Solutions are the backbone for servicing over 50 million investors, 100,000+ distributors and thousands of AMC sales personnel. Our Software is integrated with thousands of ecosystem partners such as Stock Exchanges, Depositories, Distribution houses, Individual Financial Advisors 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 Asset Managers (KBOLT), Distributors (DIT), AMC sales (KBOLT GO), Analytics (Digix),
CDP, ORM and a series of others offer significant reduction in Total Cost of Operation (TCO) whilst
driving the growth, investor satisfaction scores and client value simultaneously. Over the years, our
Software and Solutions optimized cost to serve to the extent of 40% even as we added plethora of
industry first solutions for all ecosystem partners
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 asset manager. Embedded with complete SMAC solutions (Social, Mobility, Analytics and Cloud), the core ERP extends itself to offer everything that an Asset Managers needs.
Our unique software & solutions offer incubation management of an Asset Management Company from
conceptualization to operationalization, escape velocity growth and eventually into stabilization. We
partner the new asset managers and deliver to them the partnering of all ecosystem players,
infrastructure set up, regulatory requirements, personnel management amongst others. Our Solution
facilitate the fastest go to market for the new asset manager whilst providing the citadel from where
the launch would position the new AMC to be a force to reckon with.
7 out of the last 7 and 17 out of the last 20 new Asset Managers in India chose Kfintech to be their partner in growth. We stand tall and proud to have partnered the growth of these Asset Managers who have built a combined AUM of over INR 7 Trillion 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 and intermediary servicing, software & solutions that drive greater customer acquisition and optimizing TCO through custom PAAS offerings
The goal of asset management is to maximize the value of an investment portfolio over time while
maintaining an acceptable level of risk. We believe that any activity which directly does not contribute
to this outcome is a distraction. With a comprehensive array of services delivered end to end by KFin, the
asset managers can focus and outperform markets through superior investment management.
Leveraging software and services model, KFintech delivers to all the services an asset manager needs – Fund accounting & administration, Investor servicing (Transfer Agency), Digital stack (mobility, analytics, social & cloud for infrastructure), CRM solution, Compliance, physical infrastructure (branches), etc., facilitating an unwavering focus on investment management for the asset managers.
KFin’s XAAS philosophy is aims to reduce Total Cost of Operation (TCO) for the asset managers 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 AMCs of varying size and differing cultures to adopt the model that works best for them.
KFin’s vision is to be the most preferred and proactive solutions provider for investment managers and
intermediaries, which helps clients increase their market share by providing an agile platform for
product innovation, widest geographical reach and technology enabled omni-channel investor services. The
features we built have given our clients a distinct advantage enabling a significant growth rates that
resulted in over 500 bps expansion in market share in just a few years.
KFin delivered the first Big Data platform of the industry offering real time analytics, instant brokerages, platforms for the intermediaries and AMC sales and corporates, Rate management solutions, custom built CDP and CRM solutions to name a few. These solutions not just elevate the experience of our clients but have been setting the benchmarking notes for other BFSI participants in India and abroad.
KFin played a pioneering role in the conceptualization and creation of MFCentral, world’s first inter-operable platform for the asset class which is re-defining the mutual fund services in India
KFin caters to a large client base across the globe and their continued trust helps us to excel in delivering exceptional client value. Over the last three decades, majority of the asset managers and corporates have relied upon us for the extensive array of our services.
KFinKart Distributor app is extremely helpful not only during present lockdown but all other days also. It's very innovative and user friendly. I can search and get almost everything at one click of a button. Thank you so much for your robust infrastructure.
MR SHANKAR T VADATKAR
KFinKart Distributor App is a wonderful platform for servicing my esteemed customers 365 days, 24x7. Three cheers to you.
Dear Sir, the app is very good and provides good information as well facilitates easy transactions. I have been using your mobile app (Ios version) and found it extremely useful as it provides some excellent features. I really like it and in this period of lockdown, it effectively helps me to service my customers effectively and efficiently. Consequent to this our credibility to service and service levels has gone up substantially. Thank you KFintech.
VENKAT SUBRANIAN KRISHAN
The KFinKart DIT app is quite useful & helpful in carrying out the transactions. There is an ease in the transactions key-in and execution.
PARIPURNA WEALTH MANAGEMENT
KFintech DIT is a wonderful app very useful in lockdown period. All said and done awesome app and user friendly also, it is upgraded as when required KFintech has made IFAs life easy.
Very good app. User friendly. Also, it is updated as and when required. KFintech has made IFAs life easy.
RUPESH ARVINDKUMAR SHAH
Thanks to Kfin in each & every steps they have taken for distributors & investors.
DEEPAK KSHMIRILAL KHURANA
Yes, it is very useful. You have enabled a feature in web portal.I would like to suggest if you arrange an online training program to make us know how to use all feature specially the e-KYC.
JAYANTA KUMAR JENA