The reporting engine your
back-office can't build.
Stop stitching together Karvy CSVs, CAMS PDFs and Excel pivots. Run your entire practice on one platform — built by an ARN holder who got tired of doing exactly that.
Same platform we use — now yours.
Karvy + CAMS auto-ingest
WBR77, MFSD205, WBR2, WBR9, MFSD201 emails parsed on arrival. Your investor / AUM / transaction masters update overnight. Zero spreadsheet work.
PAN → Folio → Scheme drill-down
Every dashboard rolls up by PAN first (with name fallback). Click a client → see their folios. Click a folio → see their schemes. No more chasing data across 12 tabs.
Unpaid Brokerage reconciliation
Folios in active_units vs. WBR77 / MFSD205 — instantly see who you've never been paid for. Drill down by transaction number. We catch what your back-office misses.
KYC Mismatch + Reinvestment audit
Cross-reference Karvy vs CAMS data per PAN — flag mismatches in name, address, bank, IDCW. Audit reinvestment tags for hidden multi-folio entries.
Profit Realignment + Exit-Free Lots
LTCG / STCG tax-harvesting tools across families. Identify exit-free lots by scheme / folio / bucket with expandable rows. Built for serious tax planning.
Client-ready PDFs
Account opening forms, LOEs, family AUM reports, capital-gains statements. White-labeled to your firm in the Enterprise plan.
Provisional Sell — tax-aware exits
Simulate redemptions across folios per client BEFORE you press the button. LTCG / STCG impact computed lot-by-lot. Pair with the ₹1.25 L LTCG window to harvest gains tax-free every March.
Provisional Buy — strategic allocations
Tell the platform how much to deploy. We split it across Wealth / Thematic / Foreign sleeves at AMC-weighted percentages with Liquid auto-populated per AMC. Run the math once, commit when ready.
Profit Realignment — lock gains, reset the clock
Find every position where LTCG can be booked tax-free, then redeploy into the same or a different scheme. Holding-period clock resets, market exposure stays — the most under-used tax move in MF distribution.
Exit-Free Lots — what's redeemable today
Every active lot grouped by scheme / folio / bucket, expandable rows showing crossing of the 12-month LTCG threshold and remaining ₹1.25 L tax-free headroom this FY.
Family View — manage entire households on one screen
Self, spouse, parents, children, joint and minor holdings — grouped under one family unit. Combined AUM, combined XIRR, combined goal-progress. One-click switch back to individual view.
Independent firms. Shared infrastructure.
Complete data isolation
Your investor data, transactions and AUM live behind a per-tenant filter. No other ARN holder can ever see your rows.
Auto-updated platform
Every feature and bug fix we ship goes live for you instantly. No upgrade cycles, no version drift, no migrations.
Built by an ARN holder
Kinntegra is what we run our own ₹1,000+ Cr practice on. You get the same tool — not a watered-down SaaS.
Simple, annual-billed pricing.
See your numbers in one place.
We'll walk you through Kinntegra against your actual Karvy / CAMS feed, AUM size, and operating cadence — in 30 minutes.