Investor Services
backend support
The part that starts after you invest
Choosing an investment takes an afternoon. Everything after it — the paperwork, the statements, a change of address, a redemption you need processed before a deadline — runs for years. Our relationship with an investor does not end when the money is placed.
we coordinate, you don’t chase
We deal with the AMCs, registrars, brokers and issuers on your behalf, so one service request does not become six phone calls.
but we never hold your money
Every transaction runs through the relevant regulated intermediary and platform. Our job is to make the process work, not to sit inside it.
what we handle
Nine things we take off your desk
All of it subject to the process each product, platform and regulator actually requires — we make those processes easier to get through, we do not shortcut them.
account opening
Working through the documentation and the process for opening the relevant investment accounts, and telling you plainly what each form is for.
KYC & documentation
KYC records, PAN and bank details, address and contact changes, nomination paperwork, and the other details that quietly go stale over the years.
transactions
Purchases, additional investments, redemptions, switches and other service requests — each following the process the product and platform require.
SIP servicing
Registering a SIP, changing the amount or the date, pausing it, restarting it, or stopping it — and any SWP or recurring arrangement alongside.
statements & reporting
Portfolio and transaction statements, capital gain statements, investment summaries and consolidated views — pulled together and explained.
redemption & withdrawal
What the process is, what it needs, and roughly how long it takes — before you commit to a date you have promised someone else.
nomination
Adding or updating a nominee across your holdings. Unglamorous, frequently postponed, and the single thing families most often wish had been done.
staying in touch
Telling you when something needs your attention — a document that has lapsed, a detail that needs updating, a deadline coming up.
grievance assistance
If a service issue arises, helping you take it to the right entity through the right channel — and telling you what the escalation route is if that fails.
our commitment
Where the line is drawn
Support has limits, and it is more useful to state them than to leave them vague.
coordination, not custody
Your money and your holdings sit with the regulated institutions that hold them. They never sit with us, at any stage.
the official process, always
Every request follows the rules of the product, the platform and the regulator. We can make that route easier to walk. We cannot go around it.
we say when we cannot help
Some things sit with the AMC, the registrar or the regulator alone. When that is the case we will tell you, and point you at who can.
faqs
Questions about investor services
How KD Finvest is remunerated, and whether any of these services carry a separate charge, is TO_BE_CONFIRMED and will be set out here in plain terms. We would rather publish nothing than publish something we have not confirmed. Ask us directly and you will get a straight answer.
It depends on the holding. Some service requests can only be raised by whoever the investment is currently mapped to, and others you have to make directly with the AMC or registrar yourself. Tell us what you hold and we will tell you honestly which of it we can service and which of it you will need to handle another way.
That is set by the product and the intermediary processing it, not by us — a SIP date change and a PMS redemption are not remotely comparable. What we can do is tell you the expected timeline before you commit to it, and flag early when something is going to take longer than you were expecting.
Raise it with us and we will help you take it to the right place. For a regulated product, the process is to approach the concerned entity first — the AMC, the portfolio manager, the broker — with escalation routes available beyond that if it is not resolved. Our own formal grievance contact and escalation details are TO_BE_CONFIRMED and will be published on our Disclosures page.
Important information
The support described on this page is operational assistance only. It is not investment advice, and it does not alter the risks of any investment. KD Finvest Services does not hold client money or client securities, does not execute transactions on its own account for clients, and does not guarantee any outcome, timeline or acceptance of any request. All transactions and service requests remain subject to the rules and processes of the relevant product, platform, intermediary and regulator, and to their acceptance. Timelines are determined by those parties. Grievance redressal for regulated products follows the applicable process at the concerned entity, with escalation mechanisms available where provided for.
let's talk
Let's start with a conversation
There's no obligation, no pressure — just a conversation about where things stand and where you'd like to go.