Selling Mutual Funds is tough, no doubt! At CAMS, we recognize that you are the
key to selling Mutual Funds successfully - and it's tough enough to sell Mutual
Funds without being bothered by service issues or by lack of information.
CAMS offers 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
integrated solution developed by CAMS and Karvy, FinNet empowers Distributors and
IFAs to cut across geographic barriers and 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® 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 & Transact Online
As a Direct Access enabled distributor, you can 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.
Click here to Register.
If you are already registered, Click here to Login
On an ad-hoc basis, you can request 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!
Employee Unique Identity Number (EUIN)
SEBI has appointed KRAs. to carry out the KYC Verification services. KRAs through
their intermediaries accept KRA Applications, verify documents and provide the KRA
Acknowledgement. KYC verified Mutual Fund investors need to provide only a copy
of the acknowledgement to the Mutual Fund where the investor desires to invest.
There is no need to repeat the KYC for each mutual fund separately.