ARN, EUIN and investor compliance without the spreadsheets
Built for individual and non-individual MFDs: track ARN and EUIN renewals, NISM certification and CPE hours, keep an audited investor client book, and export an AMFI-ready pack whenever you are asked for one.
- Free to start
- ₹0
- Renewal alerts
- 90/60/30 day
- EUIN holders
- Unlimited
What you get
ARN & EUIN renewals
Every ARN, EUIN and NISM validity date with staged reminders before expiry.
CPE hours tracker
Log CPE programmes per person and see who is short before renewal season.
Investor client book
Folios, PAN, KYC status, risk profile and the EUIN mapped to each investor.
Disclosure templates
Ready commission disclosure, risk profiling and suitability formats to issue and file.
Reminders
Email reminders for renewals, KYC gaps and pending investor documentation.
Audit pack export
One-click export of records, logs and disclosures for AMFI or AMC inspection.
How it works
ARN number, issue date, NISM validity and whether you are individual or a firm.
Add sales staff under your ARN with their EUIN and certification dates.
Record investors, KYC, risk profile and the EUIN who advised them.
Work the reminder queue and export audit packs whenever they are requested.
Outcomes
- No lapsed ARN or EUIN because a date slipped past you
- CPE hours completed on time for every EUIN holder
- Investor suitability and disclosures evidenced, not remembered
- Inspection-ready records available on demand
Built for
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