Distributors are the key to successful selling of Mutual Funds. We at CAMS recognise that it is tough enough to sell Mutual Funds without being bothered by service issues or by lack of information. We have a suite of services for you, all extremely affordable, that give you real time information on client activity, and allow you to manage your client base to maximum effect.
– Common Mutual Fund Transaction System To cater to the needs of the Mutual Funds, Distributors and IFAs, CAMS and Karvy have developed an integrated solution - FinNet - Common Mutual Fund Transaction System. This system will empower the Distributors and IFAs to cut across geographic barriers, access information relating to and transact on the schemes of over 35 Mutual Funds through an Internet enabled user interface. Click here to login.
FUNDSNet® Platform FUNDSNet® is a neutral Electronic Order Routing, Settlement and CRM Platform that allows channel intermediaries located anywhere in India, to use the Internet to submit requests for transactions and to provide customer statements including wrap statements. Click here to find out more about FUNDSNet® and to participate. View statements and transact online! FUNDSNet® Direct Access is the site for distributors who have been authorised to view investor information in Mutual Funds serviced by CAMS. As a Direct Access enabled distributor, depending on the level of membership, you may view and print Account Statements online, create customer-ids and One View Wrap Portfolio Statements for your investors across various folios in various products, enter transaction requests and carry out reconciliation online, and cross sell other Funds to your investors, instantly and without having to await an email response. Can be used independently or along-with FUNDSNet® eScan service. Click here to register; Click here to login. Transaction Status Click here to obtain latest status of your transaction submitted anywhere in India. Status of a PAN Number Click here to check whether the PAN number of your customer is already registered at CAMS. Distributor Helpdesk CAMS announces the Distributor Helpdesk! Call 044 28559664 or 044 30212664 for single point resolution of all distributor queries across all Mutual Funds serviced by CAMS. Details NIGO Transactions Familiarise yourself with prevalent business rules for identifying transactions Not in Good Order here. Ensure that your transaction is good and is taken up for processing. Mailback Services You can request on an ad-hoc basis, historical NAVs, account statements and transactions of your customers, AFE/Trailer Fees, transaction data and upfront commission data in the form of a data file that you can upload into your own database. Check it Out! Queries about your brokerage Read this FAQ
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