How to open a KFin KART account (RTA-direct platform)
KFin KART is the unified investor platform from KFin Technologies , one of India’s two major RTAs (Registrar and Transfer Agents). KART is “RTA-direct”: it provides direct access to all KFin-serviced AMCs without going through a third-party distributor. Units credit directly to AMC-issued SoA folios.
Conflict-of-interest disclosure. This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with KFin Technologies. No affiliate commission is earned from account opening or transactions.
Step-by-step procedure
See the procedure infobox above.
What is RTA-direct
In Indian MF distribution:
- AMC-direct portal: Each AMC’s own portal (e.g., HDFC MF’s portal at hdfcfund.com).
- RTA-direct portal: The RTA (CAMS or KFin) operates a unified portal covering all AMCs it serves.
- Aggregator platforms: Third-party platforms (Coin, Groww, Kuvera, ET Money) that distribute on behalf of AMCs as MFDs.
KART (RTA-direct) sits between AMC-direct (AMC-specific) and aggregator (third-party). It covers all KFin-serviced AMCs in one place but doesn’t extend to CAMS-serviced AMCs (which use myCAMS ).
KFin-serviced AMCs (approximate, as of mid-2020s)
- Axis Mutual Fund .
- Kotak Mutual Fund .
- Aditya Birla SL Mutual Fund (partial / by scheme).
- Sundaram Mutual Fund .
- JM Financial Mutual Fund .
- Edelweiss Mutual Fund .
- LIC Mutual Fund .
- DSP Mutual Fund (partial).
- Others.
Verify current coverage at the KART portal; AMCs may switch RTA over time.
KART vs myCAMS
| Aspect | KART (KFin) | myCAMS (CAMS) |
|---|---|---|
| AMC coverage | KFin-serviced AMCs | CAMS-serviced AMCs |
| Investor access | Unified across covered AMCs | Unified across covered AMCs |
| Cost | Free | Free |
| Unit holding | SoA at AMC | SoA at AMC |
For a complete view across all AMCs (both CAMS and KFin), use MFU , MF Central , or maintain accounts on both KART and myCAMS.
See also
- KFin KART
- KFin Technologies
- myCAMS
- CAMS
- MF Central
- MFU India
- How to open CAMS myCAMS
- How to open MFU eCAN
- How to open MF Central account
- How to open Zerodha Coin account
- How to open Groww MF account
- How to open Kuvera account
- How to open ET Money account
- How to open INDmoney MF account
- How to open Paytm Money MF account
- How to open BSE Star MF account
- How to do video KYC for mutual funds
- How to re-KYC for mutual funds
- How to update bank mandate on MF folio
- Statement of Account (MF)
- Consolidated Account Statement
- RTA (Registrar and Transfer Agent)
- SIP
- Mutual funds in India
- AMFI
- SEBI
External references
References
- SEBI (Mutual Funds) Regulations, 1996.
- SEBI (Registrars to an Issue and Share Transfer Agents) Regulations, 1993.
- AMFI Best Practice Guidelines on RTA-direct platforms.
- KFin Technologies KART platform documentation.