What is KFintech?
KFintech (formerly Karvy Computershare) is the RTA for AMCs including Kotak, Franklin Templeton, DSP, Tata, PGIM, Edelweiss, and several others. If your client holds mutual funds from these fund houses, their capital gains statement must be downloaded separately from KFintech.
Important: Most clients need both a CAMS statement and a KFintech statement to cover all their mutual fund holdings. Upload both to FirstReports and it will merge them automatically.
Before You Begin
- Client's registered email address and PAN
- A password to encrypt the file
- Financial Year: April 2025 – March 2026 (FY 2025-26)
Step-by-Step Download Instructions
- Go to kfintech.com → Investor Services → Capital Gain Statement.
- In the Period field, select the financial year FY 2025-26.
- Enter the client's PAN and registered email address.
- Under the Mutual Fund section, select "All Funds".
- Under Statement Format, select Excel.
- Enter a password to protect the file and click Submit.
- The capital gains report will be emailed to the registered address. Download it from the email.
What's in the Report
The KFintech Capital Gains Excel covers all redemptions from KFintech-serviced AMCs — equity STCG / LTCG (with grandfathering for pre-Jan 2018 units) and debt fund redemptions. The sheet is named "Trasaction_Details" (note the RTA's typo) — FirstReports handles this automatically.
Upload to FirstReports
Once you have the file, upload it to FirstReports. The platform auto-detects the KFintech export format, parses every row, and merges the data with reports from your client's other brokers — producing one consolidated STCG / LTCG / F&O statement ready for ITR filing.