Fundexpert 與 KFinKart-Distributors 使用情況與統計
COMPLETELY PAPERLESS
Get ready to invest in 5 minutes, no exchange of papers or paperwork required.
INVEST IN THE BEST
We always suggest funds which are rated best based on historical performance, volatility and have an optimistic future prospect.
FLEXIBLE BASKET
Even when we suggest you a basket, you have complete power to remove a fund or change the amount you want to invest in a specific mutual fund.
CALCULATED RISKS
On FundExpert, we select the right asset allocation for you and then suggest you funds to buy so that you never take more risk than you should.
TYPE OF STRATEGIES
Get Buy, Redeem, Switch, STP plans on your investment and execute that in one click. Even if you have not bought from us you can redeem external holdings.
SHOP YOUR MUTUAL FUND
Select wish list of funds of your choice in cart, so you can pay for them later. Be it one time or SIP.
PORTFOLIO HEALTH CHECKUP
Know the performance of your portfolio & get the quality and health checkup of your portfolio done.
EXPERT SUPERVISION
Our algorithms keep looking over the market for potential downfall and send you an alert whenever any action is required.
HIGHEST TAX-FREE RETURNS
ELSS funds have shown highest historical returns compared to other Tax-Saving Investment options.
TAX-FREE CAPITAL GAINS
The principal amount, as well as all capital gains are completely tax-free.
LOWEST LOCK-IN
Just a 3 year lock in period, which is the shortest among all other Tax-Saving Investment options.
INVESTMENT PROOF
Choose One-Time or Monthly SIP option and download Investment Proof for hassle free IT Returns.
GOAL BASED INVESTMENT
Now assign goals to multiple Mutual Fund Holdings and keep track of there completion.
NEW FUND OFFERS
Invest early in New Mutual Fund Schemes, again completely paperless.
STOCK PORTFOLIO UPLOAD
Now upload NSDL/CSDL file and get your stocks portfolio live on a click. Get short term, medium term and long term projections.
CALCULATORS
Check how much you need to invest monthly for a particular target or check how much you will get in returns if you invest monthly for desired years.
FAMILY ACCOUNTS
Now manage portfolio of your family members under single profile, add as many as you want and keep track of there investments.
MAKE AUTO PAYMENTS
Get your bank mandate done in single click And start SIP, so that you don't have to remember dates of SIP.
INVITE SHARE & EARN
Invite and Share your app in a jiffy.
RESOURCES
Learn about different types of mutual fund schemes and how they contrast in returns from different asset classes.
ALWAYS THERE FOR SUPPORT
If you have any queries, you can connect with us on support@fundexpertfintech.com and our team will be happy to help you.
Member name: Kotak Securities Limited
SEBI Registration Code: INZ000200137
Member Code: NSE: 08081 | BSE: 0673 | MCX :56285 | NCDEX :1261
Registered Exchange/s name: NSE, BSE, MCX, NCDEX
Exchange approved segment/s: Cash, Futures and options, Currency, Commodity
- Apple App Store
- 免費版
- 金融
商店排名
- -
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
- 免費版
- 金融
商店排名
- -
Fundexpert VS. 
KFinKart-Distributors12月 13, 2024