Feed files currently supported are 


Transaction Files 

Registrar File Name/Number Format Supported
CAMS WBR2, WBR2A(for change of broker data) DBF
Karvy MFSD 201 XLS
Sundaram ER02 DBF
Franklin Templeton Transaction for a period files DBF

We also support transaction upload facility if you are NJ or Prudent sub broker.

We also have an IFAnow format for bulk upload of MF transactions not routed through your ARN. Download Format

 

SIP/STP Files 

Registrar File Name/Number Format Supported
CAMS WBR49 (order twice, one Entry and one Cease) DBF
Karvy MFSD 243, MFSD 231 DBF
Sundaram ER16 DBF
Franklin Templeton Active SIP file DBF
Franklin Templeton Closed SIP file DBF



Folio Master Files
Registrar File Name/Number Format Supported
CAMS WBR9 DBF
Karvy MFSD 211 XLS
Franklin Templeton Investor Folio Details DBF


AUM Files

Registrar
File Name/Number Format Supported
CAMS WBR22 / WBR53 DBF
Karvy MFSD203 XLS
Franklin Clientwise AUM or whose balance exceeds 'N' DBF
Sundaram ER08     DBF