About KFintech

KFin Technologies Private Limited is the largest registrar and transfer agency and a market leader in the financial sector providing investor servicing. Our operations are spread across 200+ branches in India and 2 countries globally, namely Malaysia and Bahrain. With over 90 million investor accounts, we reach out to 3500+ issuers including banks, PSUs and mutual funds. All this is possible with a diverse and robust workforce of 5,300+ experienced professionals who hail from various disciplines.

KFintech is the first organization of its kind, to achieve the distinction of an ISO 9002 certification, which has now migrated to ISO 9001:2015 standards for quality management systems, certified by DNV.

Servicing over 90 million investors, and over one lakh transactions daily, KFintech has managed the two largest migrations in the mutual fund space, as well as corporate registry involving over 15 million investors.

About Karisma

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

♦ 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

  • Shareholders information is made available in user friendly version. A client can view shareholder’s information based on parameters like Folio No., Application No., Reference No.,Warrant No., DpId/ Client Id , Pan No. , Name etc.,
  • A classification of share holders like FII’s, NRI, FI, Mutual Funds, Residential Individuals, Promoters, Employees & their share holding % can be viewed. A graphical presentation for shareholding summary can be generated dynamically (pie/bar graph).
  • A client can generate a consolidated categorized distribution schedule with graphical presentation.
  • A consolidated Top 100 shareholders list are available instantly with the addresses.
  • A client can also view PAN No. based consolidated Top 100 shareholders ,Top 100 Buyers/Sellers (It generates multiple Client ID’s with same PAN Number).
  • As desired, clients can generate Top ‘N’ holders & Top ‘N’ shares.
  • A weekly basis comparison Reports can be generated based on the downloads received by the depositories (i.e. on Friday). A client can also generate a consolidated top 100 Buyers/Sellers , top ‘N’ Buyers/Sellers & top ‘N’ shares wise reports as they desire.
  • A spread of shareholders available geographically i.e. city wise, state wise & zone wise. This will help in disbursement of corporate benefits & for dispatch of Mailers.
  • A provision to generate control reports for Transfer, Demats, Remats etc., is also available.
  • By providing From & To dates, clients can generate a Correspondence MIS for the no. of correspondence received, attended & pending reports. Further a detailed information about a particular query with letters/reply including dispatch details can be viewed.
  • Reports submitted periodically like Clause 35, SEBI Quarterly Reports, Lock in, Pledge etc. can be generated dynamically.
  • Reports for the Last 6 months can be generated dynamically. Every report has an option of Print/ Mailing/Excel download. In reports, option is available to sort based on Column Heading.
  • Investors can create free logins in KARISMA , which is specially designed to meet their needs.
  • Investors can electronically register their queries. After lodgment of queries an auto generated reference No. will be provided for future reference.
  • After 24 hours , with this Reference No. investors can view the reply for the queries lodged.
  • Investors can download standard proforma from the site. Example: Indemnity for duplicate dividend warrants, transmission, transposition etc.
  • Provision is available for the investors to view the Book Closure Dates / Record Dates/Annual Reports/ Prospectus for all those companies for which KFintech is the Registrar.
  • Provision is available to the investors to register their IPO Application no. with their Email-Id to know the status of allotment. An automated mail will be sent to all registered holders as soon as the allotment is finalized.
  • Once the allotment is finalized, with the help of the Application No. an investor can view his/her allotment status .
  • In case the Application no. is not immediately traced, the system will ask to enter the dpid/client id. If the provided demat details is also not traceable, investors have to provide complete details for further verification.
  • Provision is available for the investors to view the Listing dates of the IPO’s (Handled by KFintech).
  • For any general clarification for the services related to Registrars, the investors can quickly browse through the details by clicking FAQ’s.
  • A link is available to the investors where they can give their feedback about the services.
  • A module provided to all IRC’s facilitating to view the complete shareholder information for all the clients serviced by KFintech.
  • Through this module, all IRC’s can provide the services across the table.
  • IRC’s can view the replies given at HO for the queries lodged at their end.
  • IRC’s can view the Book Closure Dates/ Record Dates announced by the companies serviced by KFintech.
  • A provision is available to the IRC’s to know the statistics of Complaints Received, Solved & Queries still Pending against the Total Quantum of Correspondence received for different companies.
  • Addresses all concern on outsourcing through user-friendly web-interface
  • Addresses core requirements of all registry functions
  • Provision for various MIS- customized as per client requirements
  • Monitors correspondences from shareholders
  • Delivers required information from RTA at the click of a mouse
  • Available 24*7 duly updated as per Benpos
  • Accessible from anywhere and at all times
  • Empowers you with Instant details
  • Easily downloadable features for future reference
  • Facilitates comparison of MIS between various periods
  • Secured access to live database
  • Accurate, effective and efficient information
  • Delivers what you want simply & reliably
  • Virtual member register on your desktop
  • 100% operational transparency
  • Separate query facility for the investors
  • Servicing through ISC – trained on web application software
  • Limited registry facility at select ISC’s through (KORACS)
  • Insider trading software for clients
  • Member support module
  • Fixed Deposit Accounting System

KFintech Mobile Apps

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