MFCentral Mutual Fund App

Description

Introducing India’s First All-in-one Investment Management Platform to Transform the Mutual Fund Industry

MFCentral is the investor services hub conceived by CAMS & KFintech powering a new era of collaboration

by providing convenience to transact across all folios of an investor with unparalleled user experience.

MFCentral is introduced as a unified platform for all your Mutual Fund related needs. This is a Mutual Fund

Industry initiative to minimize the need to visit multiple industry players to access your portfolio,

statements, Service Requests and investments.

KEY FEATURES

MFCentral will cover all your Mutual Fund Folios having the same PAN/PEKRN and Registered Mobile

Number. Portfolio coverage will be offered across all such Folios in Demat or Non-Demat forms. However,

Service Requests are currently restricted to only your Non-Demat Holdings that are originated using MFU

(Mutual Funds Utility).

Managing your service requests can’t get any simpler!

My Portfolio - Fund house wise & Asset class wise details (SoA & DEMAT holdings)

Service Requests:

Change of IDCW Option

Change/Update Email Address

Change Regsitered Mobile Number

Consoldiation of Folios

Correction of erroneous data captured in Folio

Change of Banj Account Details

Multiple Bank Mandate Registration

Update Nominee Details

Update Bank IFSC

Change of Tax Status (Resident Indian / Non-Resident Indian)

Transmission Request

FATCA/CRS Declaration

Status Modification from Minor to Major

Update Form 15 G/H Details

Track Status

Unclaimed Payouts

Consolidated Account Statements

Your personal and investment data currently resides with the Registrar and Transfer Agents (RTA) and is

absolutely safe with them. MFCentral is a collaborative effort that only populates the data as available in the

RTA system. All such sensitive information is as secure as they were before MFCentral. A very limited log-in

credentials related information is stored in MFCentral in a highly secured environment.