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Import MF Registrar Data

Mutual fund industry record keeping in India is supported by various registrars on a national level. Based on your records (ARN No.) with them, you can receive daily, weekly, monthly data of your clients' transactions.

With IPM advisor, you can import data files supplied by CAMS, Karvy, Templeton or DISPL for any transactions carried out in any mutual fund scheme in India. Simply verify your clients, schemes, their folios and transactions and IPM updates your database. Again, auto-accounting effects are available to your clients and also to your accounting as an Advisor.

Bulk import of client data supplied by registrars. Auto accounting entries like missing scheme list or folio not found

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Import MF Registrar Data Features

  •  Import clients' MF transactions
  •  Auto-accounting entry for advisor as well as clients
  •  Instant effect to all clients portfolio