KFin Technologies Ltd KFinTech has started WhatsApp Services where KFinTech customers can know their Mutual Fund Investments details, Account Statements, NPS, IPO details, IPO Allotment and other details.
KFinTech WhatsApp Number
First, save the official KFinTech WhatsApp Service Number +919100094099 on your mobile phone contacts.
Or use this official KFinTech WhatsApp direct link https://api.whatsapp.com/send?phone=919100094099&text=Hi
Now send a Hi Text Message on WhatsApp, KFintech WhatsApp Chatbot will reply like below.
Welcome to the Whatsapp Service Platform of KFin Technologies
Following are the services I can help you with today
2. Pre IPO Information – LIC
3. Mutual Fund Services
*Please enter the option number to proceed. For e.g., To know the value of your MF investments, simply type 3.
KFinTech Mutual Fund Statements
Upon choosing Mutual Fund Service on the Chatbot it will reply like below.
Check the options below
1. Know your Investment
2. Get your Statements
3. Transact with Us
5. Toggle PAN
6. Contact Us
*Please select from the above and type the menu number.
To get your Mutual Funds Account Statement associated with KFinTech Enter 2
Now it will ask you to enter your PAN number
Upon entering an OTP will be sent to your registered mobile number.
Now you will get a reply like below
Enter the option to avail of services
1. Statement of Account
2. Portfolio Valuation Report
3. Consolidated Account Statement
4. Capital Gains Statement
Now for the Account Statement choose 1
It will list the MF AMC’s list choose the desired one and you will get a Statement as a PDF.
To know NPS on KFintech Chatbot enter 4
It will reply like – Get an Additional Tax benefit of Rs 50,000 from section 80 CCD to know more about Investment in pension funds visit nps.kfintech.com
You can also Know Current, Forthcoming, and Closed IPO details just choose IPO option number and get the detail.
For example to know Upcoming IPOs enter 1
You can also know KFintech Investment details like Additional Purchase, and Redemption.