Core services:

  • Scheme set-up
  • Know your customer (KYC) & anti-money laundering (AML) services
  • Customer account set-up – Individual and family Id
  • Trade processing
  • Cash management (Reporting of real time inflow/outflow of funds )
  • Corporate actions
    • Dividend
    • Bonus
    • Mergers
  • Third-party interfaces – banks, payment gateways fund accountant, dispatch agencies, exchanges
  • Multiple cheque deposits through system generated deposit slips
  • Unit capital
  • Customer relationship management (CRM) suite – Profile management / Query resolution
  • ETF scheme support
  • Online self-help tools to investors – capital gains, dividend payments, portfolio statements, etc.
  • S2S integration
  • Banking & reconciliations
  • Distributor / broker services (Kboss)
  • Empanelment
  • Commission processing
  • Profile management
  • MI
  • Multi-tiered broker structure
  • Fulfilment services
  • Data warehousing
  • Physical record-keeping
  • Complete compliance suite
  • MI support


  • GFS caters to the market specific requirements in Asia and ME countries
  • Fully web-based workflow and reporting system with image-based processing capabilities
  • Single solution for multiple stakeholders - AMCs, Distributors, Investors, etc.; catering to multiple requirements - like TA and aligned services (Distributor, etc.), etc. No need to deploy multiple software
  • Fully-enabled front office reporting system - dashboards, reports, graphs, etc.
  • Intelligent and parameterised processing and capabilities to handle complex computations across markets, like limit processing, etc.
  • Multi-currency, multi-company features GFS comes with the expertise, wisdom to handle products and services of any complexity
  • Specifically designed for TA services
  • Quick readiness to market
  • Enterprising management team & thought leadership capabilities
  • Significant cost advantage

Products supported:

Basket of products Unparalleled features
Child investment plans Variable investment plans
Retirement benefit plans Fast-forward SIPs
Unit linked investment plans Triggers and alerts
Special plans for women & children Auto switch
Micro-pension Flexi STP
Exchange traded plans Cheque-less service for bank customers
Fund of Funds i-SIP
Salary savings schemes Liquid ETF
Shariah plans SIP insure
Flexible asset allocation plans Asset allocation

Value added services:

S.No This application Is used for this purpose And is available to following users ….
1 (web portal) Portal for investors , distributors and AMCs } Investors
} Distributors
} AMC branches
2 FundsWatch (AMCs Business Intelligence Tool) Web portal to view and generate various reports for AMC head office and branches } AMC head office
} AMC Branches
3 Investor Online Transaction platform (web portal for investors) Web Portal for investors to view their portfolio and allows them to do transactions. This is a custom built application for the AMC's as per their business / compliance requirements. } Investors
- Retail
- Corporate Investors
4 KFinKart (Mobile application) Mobile application for the investors & Distributors to view their portfolios, NAV, mail-back requests, etc.

The app can be downloaded from the stores from Google Play, Blackberry world, Apple Store, Windows Phone.
} Investors
} Distributors
5 FundSight (Distributor Business Intelligence Tool) Web portal to view and generate various reports for distributors. These include:

} Complete industry performance data

} Statistical highlights of a period

} 'You' vs. 'All' distributors performance data

} Comparison over similar time periods

} Comparisons with various parameters / combination of parameters
} Distributors
6 ESTORM (Sales Tracking Tool) Enterprise Sales Tracking Opportunities and relationship management (ESTORM) - The portal automates the sales process and enables the sales force to:

} Manage contacts

} Manage the events and activities

} View performance of various teams

} View the sales funnel of various products
} AMC sales team
7 Missed call alerts (Mobile / Telecall application) Investors give a call to a specified number and the call gets disconnected after a couple of rings. Based on this request from a registered mobile number, the investment portfolio is sent as an SMS } Investors
8 SMS Services (Mobile application) Pull SMSes

Based on the keywords, the corresponding SMS/email service requests are fulfilled. The sample Keywords can be - Balance, net asset value (NAV), SoA, Purchase, Switch etc.

Push SMSes

SMSes are sent based on the process triggers at various stages
} Investors
} Distributors
9 ATM Cards / Systems ATM cards can be linked to the investment accounts and can be used to:

Use card at any mercantile location as any other debit card.
} Investors
10 Transactions over SMS / Phone Allow investors to transact through SMSes and (voice calls)

Investors registers a one time bank mandate for the fund flow and authorising the MF to automatically collect the money based on the instructions.

Investors can call contact centre to place the trades or they can place request via Pull SMS to the registered number of the Mutual Fund.
} Investors
11 DIT Distributor-initiated transactions

Distributors recommend the right scheme for investors. This information can be triggered to investors email ID / mobile number.

Based on investors’ choice, he/she can confirm the trade via:

} Online Platform

} Pull SMS
} Distributors
} Investors

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