KFinKart – Distributor

KFinKart is an application that helps you become more productive and efficient in providing excellent services to your customers. With its comprehensive service menu, intelligent features, and user-friendly interface, you can achieve faster results and increase your earnings. The app allows you to track each customer's portfolio and send reminders for new fund offers, SIP, repurchase, and redemption. All your earnings are pooled together, giving you instant access and visibility.

The app's key features include the ability to initiate transactions using the customer's PAN to automatically fill in their details and invest on their behalf. It also offers a quick start option with a one-time PIN or pattern login and a single view of the customer's portfolio. The app also allows for "Phygital" mode transactions, a simplified client search, eKYC, and various reports such as SIP summary, AUM summary, brokerage details, and more.

KFinKart is designed to make your work smarter and more productive. It offers features like a customer-wise AUM report, investor master information, and transaction-wise investor master. You can also view the last five transactions for each customer. The app also provides instant statements and reports, including a consolidated account statement, transaction report, net AUM report, brokerage report, NAV report, and SIP/STP report.

The "My Earnings Dashboard" feature allows you to track your brokerage and earnings, giving you a clear understanding of your financial performance. The app also offers a "K-Buddy" feature for instant support, information, and query resolution. Additionally, it provides a list of mutual funds from various companies, including Axis, Baroda, BNP Paribas, Canara Robeco, and more.

In order to support these features, the KFinKart-Distributor app requires certain permissions on your device, such as access to external storage to download statements, call log to auto-dial the contact center number, phone to uniquely identify the device, and SMS to auto-verify OTPs. The app does not read existing messages to maintain privacy and security.