Products & Services
Clear access to investing, protection and ongoing investor support.
Mutual fund distribution, investment access, protection and investor support—organised around your needs.
HOW WE WORK
Understand your context → Identify protection and investment needs → Facilitate relevant solutions → Stay digitally connected and supported
Investor resources, always within reach
Access your portfolio, anytime
Existing Finacrest investors can securely view their portfolio, investment holdings, transaction history and statements through the Finacrest Portfolio Login.
Please do not share your login password, OTP or banking credentials with anyone.
KYC validation is required before investing in mutual funds.
You can check whether your PAN status is KYC Validated, KYC Registered or KYC On Hold through an authorised KRA or RTA.
Check KYC on AMFI
Check KYC Status on CAMS
Check KYC Status on KFintech
Need help completing or updating KYC?
Keep your PAN, mobile number and email address updated. Please do not email PAN copies, Aadhaar copies or OTPs unless specifically requested through a secure process.
Read scheme documents before investing
Before investing in any mutual fund scheme, please review the Key Information Memorandum (KIM), Scheme Information Document (SID) and Statement of Additional Information (SAI). These documents explain the scheme objective, risks, costs, investment strategy, terms and other important information.
Explore Mutual Fund Scheme Information on AMFI
Visit the AMFI Document Portal
Understand SID, KIM & SAI
Need help locating a scheme document?
Scheme documents are issued and updated by the relevant Asset Management Company. Please always refer to the latest version available on the AMC’s official website or the AMFI document portal.
We are here to help resolve service concerns
If you have a concern relating to an interaction, transaction, service request or product facilitated through Finacrest, please raise it with us first. We will acknowledge your grievance, review the details and coordinate with the relevant AMC, RTA, broker, insurer, lender or product provider where required.
Register an Investor Grievance
Email Investor Service Desk
SEBI SCORES — Escalate an Unresolved Securities-Market Grievance
AMFI Investor Service Information
For mutual fund folio or scheme-related matters, investors may also approach the relevant AMC or its Registrar and Transfer Agent directly. If an eligible securities-market grievance remains unresolved, it may be escalated through SEBI SCORES.
Please do not include passwords, OTPs, card details or banking credentials in a grievance submission.
We help you in organising your investments.
One Login for all your investments