Investor Services

With the increased focused on digital transformation aka DX across the industry, we provide to make your journey easy and convenient. We provide the detailed information of all the investors who have pledged their mutual fund units to take care of their financial needs without liquidating investments. We are also extending to get the information of investors who have unpledged their units by making the loan payments back to you.

Karvy fintech offers the following services:

  • End-to-end investor services
  • Consolidated portfolio management
  • Mail back services
  • Knowledge Center
  • Information Center
  • Unmatched customer service

All these are zero cost and toll free services. Our home grown CTI integrated CRM application is capable of offering personalized services.

Karvy fintech Private Limited provides various value added service to AIF including Investor Servicing, Fund Accounting, KRA-KYC, Out bound calling on recorded lines, document management services, Notarization of documents etc., It's one stop shop for all AIF needs