CA Final Direct Tax CA Final Indirect Tax Prof Nihit Jhaveri, Prof N. As market leaders in the Mutual Fund space, we have forex home delivery bangalore ka catering to stakeholders with a wide range of technology-driven value-added financial services and products, built on trust and reliability.
KCPL offers end-to-end services to investors and distributors of mutual funds. Our Mutual funds services, offer various options to our valued investors and distributors to enhance their business and profits by providing accurate and timely information. Our mutual fund services are designed keeping in view the high standards and the requirements of our investors. Our branches are well equipped to serve investor on our core services such as Subscriptions, Redemptions, Dividends and Non Financial Transactions. With the click of a button, investor can access a vast array of online services.
Each investor is given a unique ID and Password to access their accounts. Through this facility, they can carry out Online Transactions, Process Applications, Raise Queries, etc. GSIP, Portfolio Management Services, Asset Allocation, Analytics, Triggers and Alerts and information on New Products and their features. The decision making process is simplified by the distributors which greatly assists investors in choosing schemes that work best for them.
To support distributors in meeting their customer service requirements, we at Karvy Computershare host a dedicated log-in page for the distributors on our website. Provides an access to MIS reports on a daily, weekly and monthly basis to help keep track of all mutual fund transactions. These reports make it easy for the investor and distributor to keep a track of all their transactions. Besides providing technologically advanced features Karvy Computershare offers support to all channel partner distributors to place online investment transactions and track the confirmation feeds. This tool is a multi-manager funds service and empowers distributors to transact up to the cut-off time from their offices without any geographic limitation.
Through a customized help-desk, we at Karvy Computershare provide assistance through our toll-free number and dedicated personnel. The website hosts the Partner Loyalty Program which recognizes and rewards distributors for their work and commitment. Points are calculated based on AUM of the distributors. The distributors are eligible to redeem these points at specified intervals. Dispatch details are also updated on the distributors’ page. Karvy Computershare also acts as a back office service provider for Wealth Managers for various financial services including Clients Investment Consolidation across products, providing Monthly Investment Statements to Clients and other related activities. It is the first of its kind where the requirement is to design, develop and execute the end-to-end module starting from creating web based applications and till providing access to all stake holders including investors.
We provide a range of technology driven initiatives to empower AMCs grow business and cut costs. To cater to the vast investor base that AMCs service, it has been our constant endeavor to scale up and meet the industry demands through our high standards of service. The AMCs are well equipped with centralized processing zones for key areas to simple the process. To ensure clarity and transparency, regular client meetings are held with the AMCs.
Karvy Computershare complies with all the standards set by regulators. The Risk Management team has a comprehensive ISSP and BCP plan, a dedicated Risk Management committee and comprehensive and concurrent audits are conducted regularly. Our web application – KBOLT, a front end application, through which transactions are processed from the branches has been developed keeping in view the time and cost reduction benefits. Each employee has an ID on KBOLT. Karvy Computershare has a strong MIS in place, through which reports are generated at specified intervals. There are a suite of over 500 mature reports, a dynamic report generation mechanism and client intranets.