모바일 앱 보고서 - MFCentral Mutual Fund App 데이터 분석 및 마케팅 동향

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 Registered Mobile Number Consolidation of Folios Correction of erroneous data captured in Folio Change of Bank 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.