myCAMS Mutual Fund App vs IRIS by Kfintech

With myCAMS, stay connected to your Mutual Fund investments anywhere, anytime myCAMS brings a host of features - get a one view of your MF portfolio, open new folios, purchase, redeem, switch, set up SIP and more. The app facilitates faster, easier and smarter ways to transact in Mutual Funds. myCAMS is your single gateway to multiple Mutual Funds which includes Aditya Birla Sunlife MF, Bandhan MF, DSP MF, HDFC MF, HSBC MF, ICICI Prudential MF, 360 One MF, Kotak MF, Mahindra MF, PPFAS, SBI MF, Shriram MF, Tata MF, Union MF, WhiteOak Capital MF,Franklin Templeton MF,Navi MF,Helios MF ,Zerodha fund house , Angel One Mutual Fund ,Jio BlackRock Mutual Fund ,Taurus Mutual Fund ,Choice Mutual Fund , Unifi Mutual Fund ,AlphaGrep Mutual Fund and ASK Mutual Fund. Awards and Accolades - Won Best Financial App Award at GMASA for three consecutive years since 2015 - Best use of Digital Platform for Mutual Funds at Drivers of Digital Awards 2017 - Winner of Best Application of Technology at CX Strategy Summit and Awards 2018 myCAMS is secure and does not store any information on your device or SIM card. Download and stay connected to your Mutual Fund investments…. always. KEY FEATURES Access your investments across multiple Mutual Funds through a Single Gateway; No more managing multiple PINs, Folios numbers, login ids • Biometric/MPIN login – Simplified your myCAMS login process now. Just pick your preferred login methods – Biometric, MPIN or Password right away • Two factor authentications for enhanced security • PAN Level Portfolio View – Track and manage your family wrap portfolio conveniently • First time investor into CAMS serviced Funds - open a new folio and update FATCA with ease, without forms, cheques • NFO schemes - Purchase NFO schemes directly from the myCAMS app • Submit additional purchase, redemption, and switch instructions effortlessly • SIP – is intuitively designed to bring speed and ease to commencing new SIPs. It innovatively uses the power of prefilled forms in combination with electronic payment options. Also use net banking, existing common mandate and register new eMandate to start a new SIP • Lump sum purchase with Mandate – By-pass net banking and do lump sum purchase choosing common mandate • Redemption Guide - Select investments with the most economical exit implications • Manage your Systematic transactions - Keeping track of multiple SIP/STP/SWP is a breeze, now • myFavourites – Save your favourite transactions, view the preferred ones on the main menu and alter the transaction amount as desired using myFavourites. • myWishlist – Monitoring your investments got even easier. Just add the schemes you want to track to ‘myWishlist’ and view their performance on the go. • Scheduled Transaction option will allow investors to set up future Mutual Fund transactions • Consolidated Realized Gain Statement - Now includes LTCG on equity-oriented schemes • Grandfathered statement - Single view of equity schemes investments with 31st Jan’18 NAV and valuation • Get a one view of your ELSS investments with a customized statement

IRIS is India's most comprehensive distribution solution designed specifically for Independent Financial Advisors (IFAs), Distributors, Wealth Managers and Financial Institutions. Built by KFintech - India's leading investor solutions provider - IRIS empowers financial distributors to manage, transact, and grow their businesses effortlessly across multiple asset classes, including: * Mutual Funds * Fixed Deposits (FDs) * National Pension System (NPS) * Portfolio Management Services (PMS) * Alternative Investment Funds (AIF) * Specialized Investment Funds (SIF) * Loan Against Mutual Funds (LAMF) Key Benefits of IRIS * New Ways to Earn Unlock additional revenue without leaving the platform. Initiate Tax Filing for investors and earn on a new revenue stream. Unlock liquidity for investors against their mutual fund holdings through LAMF, with no redemption needed. See your FD commission structure and a built-in earnings calculator upfront, before you empanel. * One-Stop Multi-Asset Management Invest, manage, and track Mutual Funds, NPS, PMS, AIF, SIF, Fixed Deposits and LAMF seamlessly, from one unified interface - with SIF now brought fully in line with the MF experience. * Complete Revenue & Portfolio Visibility Detailed MF analytics scheme-by-scheme in My Earnings, downloadable invoices, exportable SIP Dashboard sheets with investor contact details, and Capital Gain and Portfolio Valuation statements you can generate for investors on demand. * Instant Empanelment Start offering Fixed Deposits, LAMF and Tax filing immediately by completing empanelment with top providers in less than 2 minutes. * Real-Time Transaction Tracking Enhance investor trust with transparent, real-time transaction status updates, one-click reminders for pending transactions across MF, other assets and SIF, and clear guardrails (like Growth/IDCW defaults) that prevent costly mistakes. * Effortless Servicing, Fewer Failed Transactions Spot and fix compliance gaps (KYC, FATCA, Nominee, KOTM) before they block a transaction. See active mandate capacity before pitching a new SIP. Manage nominees and bank details in-platform with pre-populated forms - no offline forms needed. * Swift & Easy KYC and Mandates Digitally onboard investors anywhere, anytime with simplified KYC and mandate management, and an enhanced KOTM dropdown that shows bank, logo and mandate limit upfront. * Investor Dashboard Revamp A one-stop servicing center for every client - folio-level and scheme-level views, all SIPs, STPs and SWPs in one place, upcoming SIPs and redemptions at a glance, and quick actions like Download SOA, all without switching screens or running a report. * Phygital Capabilities Blend physical forms and digital execution effortlessly, without disruption. * Grow Your Own Brand Send festival templates carrying your own logo and name with Co-branding - strengthening your brand with every investor touchpoint. * Get Rewarded for Growth Earn quarterly adoption rewards through the IRIS Premier League recognizing new investor onboarding, SIP registrations, transaction volume and FD registrations. * Advanced Analytics Deep-dive into portfolio performance, SIP inflows, maturities, and more - with schemes sortable by 3-year returns - enabling smarter business growth and decisions. * Explore & Learn On the Go Discover every live NFO, including SIF, in one view. Access a full YouTube feature library with walkthrough videos for every IRIS feature, self-serve. * User Hierarchy Management Map your team hierarchy under you for a complete 360-degree view of your business. Why IRIS? Our mission is clear - transform the financial distribution landscape by simplifying operations, eliminating technological hurdles, and extending reach. We enable every distributor - from individual IFAs to large institutions - to deliver superior service, deepen investor relationships, and grow their business sustainably. Download IRIS now and empower your distribution journey.