KFinKart-Distributors 4+

KFIN TECHNOLOGIES LIMITED

    • Gratis

Schermafbeeldingen

Beschrijving

Now, become a smart financial advisor with KFinTech’s KFinKart. 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 advisor, 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
- New Fund Offers
- New Purchase
- Repurchase
- Switch
- Redemption

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 Pioneer Mutual Fund
- BOI AXA Mutual Fund
- Canara Robeco Mutual Fund
- DHFL Pramerica Mutual Fund
- Edelweiss Mutual Fund
- Essel Mutual Fund
- IDBI Mutual Fund
- Indiabulls Mutual Fund
- Invesco Mutual Fund
- JM Financial Mutual Fund
- LIC Mutual Fund
- Mirae Asset Mutual Fund
- Motilal Oswal Mutual Fund
- Principal Mutual Fund
- Quant Mutual Fund
- Quantum Mutual Fund
- Reliance Mutual Fund
- Sahara Mutual Fund (For redemptions)
- 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

Nieuw

Versie 7.1.2

We’re excited to introduce a game-changing feature for our distributors!

**Cart-Based Financial Transactions:**
**Streamlined Purchasing:** Easily add items to your cart and manage your orders with a few simple taps.
**Quick Checkout:** Experience faster and more efficient checkouts, saving you valuable time.
**Order Management:** View and edit your cart at any time before making a final purchase, ensuring accuracy and flexibility.


This new functionality is designed to enhance your transaction experience, making it more intuitive and convenient. Update now and start taking advantage of these exciting new features!

App-privacy

De ontwikkelaar, KFIN TECHNOLOGIES LIMITED, heeft aangegeven dat volgens de toepassing van het privacybeleid van de app gegevens kunnen worden beheerd zoals hieronder staat beschreven. Ga voor meer informatie naar het privacybeleid van de ontwikkelaar.

Er worden geen gegevens verzameld

De ontwikkelaar verzamelt geen gegevens van deze app.

Toepassing van het privacybeleid kan variëren op basis van bijvoorbeeld de functies die je gebruikt of je leeftijd. Lees meer

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