Articles tagged “KFintech”
11 articles.
2026 (11)
- The role of registrars and transfer agents in the IPO process
A registrar to an issue fixes the basis of allotment, processes applications, runs the refund and unblock cycle, and publishes the allotment status. The …
- KFin Technologies
Encyclopedic reference on KFin Technologies Limited: NSE-listed registrar and transfer agent, mutual fund RTA duopoly partner with CAMS, IPO allotment …
- AIS for mutual fund transactions in India
The Annual Information Statement (AIS) aggregates all mutual fund purchase, redemption, and dividend transactions reported to the Income Tax Department by RTAs …
- CAMS and KFin capital gains statement for mutual funds
The CAMS and KFin capital gains statement is a tax computation report generated by the two major mutual fund RTAs that applies FIFO to compute short-term and …
- Consolidated Account Statement (CAS) for mutual funds
The Consolidated Account Statement is a single document issued by CAMS or KFintech that consolidates all mutual fund holdings and transactions across AMCs into …
- Holding-period statement for mutual funds
A mutual fund holding-period statement lists each lot of units held in a folio with its purchase date, purchase NAV, units held, and holding period to date, …
- ITR-ready capital gains statement for mutual funds
The ITR-ready capital gains statement is a tax computation document generated by CAMS, KFintech, or MFCentral that calculates STCG and LTCG from mutual fund …
- KFintech mutual fund account statement
The KFintech account statement is the official transaction and holdings record issued by KFin Technologies for mutual fund folios it services, providing …
- MITRA (Mutual Fund Investment Tracing and Retrieval Assistant)
MITRA is an AMFI initiative allowing investors and legal heirs to trace and retrieve unclaimed or forgotten mutual fund folios in India using PAN or name-based …
- Mutual fund distribution in India
An encyclopedic overview of the mutual fund distribution ecosystem in India, covering intermediary types, regulatory framework, AMFI registration, direct plans, …
- Statement of accounts after each mutual fund transaction
The post-transaction statement of accounts (SOA) is a transaction confirmation and updated unit balance statement that SEBI requires mutual fund AMCs and RTAs …