Investor servicing through New Issue’s and Registry & transfer has been our strength for more than 30 years making us the market leader of the financial solutions space. Investor delight is our priority and we ensure this through establishing performance standards for service delivery through structured and custom built processes. We deliver our services through innovation & global partnership by providing latest technological tools to access and retrieve information online, 24x7 contact centers and external auditors for high level service adherence. Reconciliations, call center, dedicated intranets, etc. are some of the services at Karvy Fintech to address your customized needs and add value to your business. Expertise in handling high volume transaction processing, enormous volumes of application processing, certificates, mail & dispatches makes us the undisputed leader in the industry. Karvy Fintech Corporate Registry is a fully integrated, technologically advanced, transparent and flexible company that believes in delivering the best in Registrar to Issue (RTI) & Share Transfer Agent (STA) Service to its increasing clientele.
Today, Karvy Fintech is the largest Registrar and Transfer Agent in India and among the largest in the World in terms of the number of 45 million shareholders. With state-of-the-art-technology and IT infrastructural command, Karvy Fintech provides customized end-to-end services to each stakeholder. Our strong network of branches across the country and globe ensures that we are always within our investor's reach.
Karvy Fintech Private Limited (KFPL) is India’s largest Registrar & Transfer Agent and has been in the mutual fundservicing business since 1994.
KFPL has been into share registry services for over 3 decades and mutual fund services for over 2 decades now. Over the years, KFPL has emerged as a market leader in registry business in India. Company services over 90 million individual investors and provides investor services to more than 1,000 corporates, including large companies, banks and financial institutions, besides 30 domestic and international mutual fund AMCs.
With a workforce of 5,500+ professionals drawn from various disciplines, KFPL has vast experience in the registry business, both in terms of the number of years in existence as well as the number of man-years.
KFPL also has the largest network of 460 branches across the country with best-in-class technology to support them.
KFPL has strengthened its global footprint by starting transfer agency services to mutual fund and corporate clients in countries such as Malaysia, the Philippines, Bahrain, etc., through its fully owned subsidiaries.
KFPL is the first organization, in its line of business, to receive ISO 9002 certification for its quality management systems and has since migrated to ISO 9001:2008 standards. The company has also been certified with ISO 27001:2013by DNV for its mutual fund services. Within the registrar and transfer agency space, it is the only organization certified at CMMi Level 3 for its software development quality management and process efficiency.
With over 3 decades of operational experience in high volumes of Registrar and Transfer of issues , Karvy Fintech has developed proven Registrar and Tranfer expertise and delivery capabilities and emerged as the market leader. Karvy Fintech provides end-to-end Registrar and Transfer of Issues services with unparalleled capacity in application processing and listing. Our front and back office investor services, online data processing and data management adhere to global standards. Our value added print and mailing services, data warehousing ensure that our shareholders and stakeholders recieve timely and accurate information.
KFPL has developed proven Registrar and Transfer Agency expertise and delivery capabilities. KFPL provides end-to-end Registrar to Issue services with unparalleled capacity in application processing and listing. Its front office and back office investor services, online data processing and data management capabilities adhere to global standards. Its value-added print and mail services and data warehousing further strengthen its capabilities to support investors and stakeholders.
Karvy Fintech's financial solutions focus on the value addition to our stakeholders through our Share Transfer Agent services. We bridge the gap between issuers, regulators, stock exchanges etc., providing the best possible post-IPO service in the industry. Karvy Fintech provides the highest standards of front, middle and back office services to its shareholders and stakeholders making it a market leader and the preferred registrar agent in India.
KFPL’s Transfer Agent services bridge the gap among issuers, regulators and stock exchanges by providing best-in-class post-IPO service in the industry. KFPL provides the highest standards of front office, middle office and back office service to investors and stakeholders, making it the preferred registrar and transfer agent in India.
We believe technology and experience go hand-in-hand and we strive to bring innovative financial solutions to our investors everyday. we provide a range of technology driven initiatives to empower Asset Management Companies grow business and cut costs. To cater to the vast investor base that Asset Management Companies service, it has been our constant endeavour to scale up and meet the industry demands through our high standards of service. To enhance our investor's experience, our website has been designed with an easy-to-use interface to assist Asset Management Companies in accessing data that is readily available in standard formats that can be customized and ready to download.
Asset Management Companies exclusive service:
Each Asset Management Company has a Client Relationship Manager, who acts as a Single Point of Contact (SPOC). The Asset Management Companies are well equipped with centralized processing zones for key areas to simply the process. To ensure clarity and transperency, regular client meetings are held with the Asset Management Companies.
Risk Management and Compliance:
Karvy Fintech complies with all the standards set by regulators. The Risk Management team has a comprehensive ISSP and BCP plan, a dedicated Risk Management committee and comprehensive and concurrent audits are conducted regularly.
Application Support System:
Our web application - KBOLT, a front end application, through which transactions are processed from the branches has been developed keeping in view the time and cost reduction benefits. Each employee has an ID on KBOLT. The other support functions are Report Builder, Website Services, Contact Center Services, CReAM, ESTORM and FinNet.
MIS and Decision Support:
Karvy Fintech has a strong MIS in place, through which reports are generated at specified intervals. There are a suite of over 500 mature reports, a dynamic report generation mechanism and client intranets.
TThrough the Electronic Interface, Electronic Interchange of data is made easy. EDI with fund accountants, EDI with multiple banks, EDI with distributors and Remote processing interfaces are done through this.
Fund and Cash Reports:
Capital Controls Report, Online Inflow and Outflow cash movement reports and detailed reconciliations for pay-ins and payouts are generated at any given point in time.
Value Added Services for Asset Management Companies:
As fund managers, attracting capital and living up to your investorsâ€™ expectations can be quite a tedious task. Not to mention the enormous pressure of meeting regulatory requirements and building a strong and compliant business structure. Karvy Fintech, over a period of 10 years, has emerged as the right partner for providing solutions for alternative investment managers. Through its superior technology platform, Karvy Fintech takes care of your complete transfer agency operations and fund administration meeting all regulatory changes, so that you can concentrate on developing a better business model.
Fund managers get so engaged with investment-related issues, that they hardly find time to dedicate towards operations, fund structure and service aspects. With a partner like Karvy Fintech, fund/investment managers can now completely concentrate on their core expertise i.e. product development, investment strategy and funds mobilization.
Detailed services offered under AIF
Functional Diagram of AIF Services
Investor Service Centers (ISCs), commonly known as 'Branches', are the points of contact for all transactions. With a reach of more than 400 branches, Karvy Fintech constantly strives to offer top-notch ‘over the counter’ services to investors. All ISCs are equipped with state of the art infrastructure to allow easy access to information, products and services. Operations and customer interaction are facilitated by highly skilled and dedicated manpower to deliver quality service, customer satisfaction and maintain standards across branches.
Please select a city to locate a Karvy Fintech Investor Service Center closest to you:
Karvy Fintech Investor Service Centers render the following services :
“To achieve & sustain market leadership, Karvy shall aim for complete customer satisfaction by combining its human & technological resources to provide world class quality services. In the process Karvy shall strive to meet and exceed customer’s satisfaction and set industry standards.”
As per the Quality Policy, Karvy will :
C PARTHASARATHYChairman & Managing Director