AMFI Due Diligence ( DDQ) | About AMFI DDQ

About AMFI DDQ
How to update brokerage data
You can now import your monthly data into Finnsys and and view your earnings investor/family wise, AMC wise, Scheme wise & rate wise. For this to happen you need to request and import the below files. STEP 1 - Order CAMS WBR77 Report >> Goto CAMS ...
Why AMFI DDQ is important for all MFDs and How to do it ?
AMFI DUE DELIGENCE PAPER CONSULTANCY BACKGROUND Securities and Exchange Board of India ('SEBI') vide Circular No. Cir/IMD/DF/13/2011 dated 22 August 2011 had mandated the AMCs/ Mutual Funds to put in place a due diligence process to regulate the ...

Recent Articles
Format of letter for Unsuitablity
To Xxxxxx Reg : Mismatch in your Risk Profile Vs Investment Risk Profile Ref : Folio # xxxxx Dear Sir, As you know that every investment product has a Risk assignment as defined by SEBI Risko-meter – Low, Moderately Low, Moderate, Moderately High, ...
How do we calculate Returns / CAGR in Portfolio ?
Mathematically, XIRR is that single rate of return, which when applied to every installment (and redemptions if any) would give the current value of the total investment. XIRR is your personal rate of return. It is your actual return on investments. ...
Addition of ARN filter in different MIS reports
A. We have added ARN filter in the admin > business management > transaction MIS B. We have added ARN filter in the client search > Reports & Utilities > MIS Reports > Investment Ledger This update is going to be very helpful for users who are using ...
Why Mass Mailing is not Supported at my hosting ?
Your hosting do not support Bulk E mailing any more ! Sending large volumes of messages (mass mailing), as well as unsolicited emails is considered spam. These, along with any other spam-like behaviours are not allowed according to our Terms of ...
Sample Newsletter - Month Ending: September 2023

Popular Articles
New Updates in FinnSys Software - to be released on 24th May 2022
We at FinnSys is regularly taking the inputs from our users and internal team members to add, edit or upgrade the features and utilities for best benefit of MFDs. In our recent 'Upgrade Release' going on 24th May 2022, you will find some useful ...
Sample of Newsletter - Month ending March 2023 ( few pages)
Format of letter for Unsuitablity
To Xxxxxx Reg : Mismatch in your Risk Profile Vs Investment Risk Profile Ref : Folio # xxxxx Dear Sir, As you know that every investment product has a Risk assignment as defined by SEBI Risko-meter – Low, Moderately Low, Moderate, Moderately High, ...
Get custom Landing Pages or E mailers
Fee & Charges of add-on-services / Additional Jobs : Once your website has been live for about a 15 Days, website update costs will apply if you want changes made. Updating your website means providing changes which are a necessary part of keeping ...
Urgent : Change in Karvy mailback extension wef 1st May 2023
This is an urgent and important announcement related to RTA - KFintech What is the announcement ? Wef 1st May 2023 onwards, Kfintech will stop sending mailback data in DBF format used for data import in FinnSys. Now all their mailback files have to ...

AMFI Due Diligence ( DDQ) | About AMFI DDQ | Academy