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Kotak Business Hub vs KFinKart-Distributors Usage & Stats
Business Hub application has been developed to give Mutual Fund distributors a seamless experience of tracking their business and to help them download cobranded marketing collaterals, view expert ProStart videos, get a Monthly Business Snapshot, and download or email Account Statement and Capital Gain Statement.
Here are some key features of Business Hub:
1. Monthly Business Snapshot
2. ProStart Videos
3. Easy access to clients’ account statement and capital gain statement
4. Co-branded marketing collaterals (JPEG, GIF, PDF, Video & HTML)
Business Hub also offers the following transaction facilities to distributors:
1. Download/Email Account Statement for distributors and Investors alike
2. Direct email of Capital Gain Statement to investors
3. Initiate Transaction for New and Existing Investors
4. Online Empanelment facility for new distributors
In Case of any queries you can contact us on 1800 - 222- 626 or kotakadvisorh@kotak.com
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Contact us:
Email ID: kotakadvisorh@kotak.com
Kotak Mahindra Asset Management Co Ltd 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051
- Apple App Store
- Free
- Finance
Store Rank
- -
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
- Apple App Store
- Free
- Finance
Store Rank
- -
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Kotak Business Hub VS.
KFinKart-Distributors
December 14, 2024