KFinKart-Distributors 4+
KFIN TECHNOLOGIES LIMITED
-
- Gratis
Skärmavbilder
Beskrivning
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
Nyheter
Version 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!
Appintegritet
Utvecklaren KFIN TECHNOLOGIES LIMITED har angett att appens integritetsrutiner kan inkludera hantering av data enligt beskrivningen nedan. Det finns mer information i utvecklarens integritetspolicy.
Data samlas inte in
Utvecklaren samlar inte in några data från den här appen.
Sekretessriktlinjer kan variera, till exempel utifrån de funktioner du använder eller din ålder. Läs mer
Information
- Leverantör
- KFIN TECHNOLOGIES LIMITED har inte identifierat sig som en näringsidkare för den här appen. Om du är en konsument i det Europeiska ekonomiska samarbetsområdet (EES) gäller inte konsumenträttigheter för avtal mellan dig och leverantören.
- Storlek
- 39,1 MB
- Kategori
- Finans
- Kompatibilitet
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- iPhone
- Kräver iOS 12.0 eller senare.
- iPad
- Kräver iPadOS 12.0 eller senare.
- iPod touch
- Kräver iOS 12.0 eller senare.
- Apple Vision
- Kräver visionOS 1.0 eller senare.
- Språk
-
engelska
- Ålder
- 4+
- Copyright
- © KFin Technologies Limited
- Pris
- Gratis