Registrar and Transfer Agent (RTA) in Indian mutual funds

Sun, 17 May 2026 00:00:00 +0000

A Registrar and Transfer Agent (RTA) in the Indian mutual fund context is a SEBI-registered intermediary that performs the operational back-office functions for an asset management company (AMC), including maintaining investor folio records, processing purchase and redemption transactions, computing capital-gains data, generating account statements, handling service requests, and providing the operational layer for investor-AMC interaction. The Indian mutual fund industry’s RTA function is structured as a duopoly between two operators: Computer Age Management Services (CAMS) and KFin Technologies (formerly Karvy Computershare), with together they service substantially the entire Indian mutual fund industry .

Mutual Fund Infrastructure on WebNotes

Registrar and Transfer Agent (RTA) in Indian mutual funds