IRIS by Kfintech

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.