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Client Support & Servicing

Investor Support & Service Directory

We provide end-to-end lifecycle assistance for all mutual fund investments facilitated through our distribution desk. Access direct self-service portals, request account updates, or submit operational inquiries below.

Routine Investor Services

Account Statements & Portfolio Reports

  • Consolidated Account Statements (CAS) across depositories and RTAs
  • Capital gains statements for annual tax filing
  • Active SIP and STP status summaries

Mandate & Portfolio Modifications

  • Bank account detail updates and mandate validations
  • Contact information changes (Email, Mobile, Address)
  • Nominee addition, modification, or verification

Transaction & Liquidity Assistance

  • Setting up new SIPs, top-ups, and lump-sum allocations
  • Systematic Withdrawal Plans (SWP) for regular cash flow
  • Processing redemption requests and switches between fund categories

Centralized RTA & Self-Service Links

For instant generation of Consolidated Account Statements (CAS), PAN-based folio tracking, and online service requests, access the authorized RTA platforms directly:

Registrar and Transfer Agent portal directory
Service Provider / Depository Covered AMCs Direct Portal Link Available Online Services
CAMS (Computer Age Management Services) HDFC, ICICI Prudential, SBI, Aditya Birla Sun Life, Kotak, DSP, and others mycams.camsonline.com (opens in a new tab) Instant CAS, Nominee Update, Bank Change, SIP Pause
KFintech (KFin Technologies) Axis, Nippon India, UTI, Mirae Asset, Bandhan, Invesco, and others mfs.kfintech.com/investor (opens in a new tab) e-CAS Download, Capital Gains Statement, Folio Consolidation
MF Central (Unified Platform) All AMCs combined (Joint initiative of CAMS & KFintech) mfcentral.com (opens in a new tab) Unified portfolio view, non-commercial service requests
DigiLocker / Depository CAS NSDL / CDSL Consolidated Statement Portals nsdl.co.in (opens in a new tab) cdslindia.com (opens in a new tab) Demat and Mutual Fund combined statement

Grievance Redressal & Dispute Escalation

We follow a structured dispute resolution workflow. All investor concerns regarding service delays, transaction execution, or account discrepancies are addressed promptly through the escalation matrix below.

  1. Level 1: Direct Distributor Support Desk

    Primary Contact: Abhijit Sinha · Email: support@abhijitsinha.in · Phone: +91-8976539234 · Response Timeline: within 2 business days.

  2. Level 2: Respective AMC / RTA

    If a transaction or statement issue relates to fund house processing, it is formally logged with the specific AMC's investor relations department or the respective RTA (CAMS/KFintech).

  3. Level 3: Regulatory Dispute Escalation (SEBI SCORES 2.0)

    If a grievance is not resolved satisfactorily at the intermediary or AMC level, investors may lodge their complaint directly on the SEBI Complaints Redress System or the Smart ODR Portal.

Submit a Service Request

Need assistance with an account update, statement download, or redemption? Fill out the form below. Please do not include folio numbers or other account identifiers here — we will collect those securely once we get in touch.