FinEAZE App for RIAs

CAMS has built, in the last 2 decades, world class Transfer Agency services combining mature technology platform, deep domain expertize and operational excellence and reach. As a Service Solution Partner, CAMS brings digital power in the hands of RIAs(Registered Investment Advisors) through smart phone app for Android, named FinEAZE to convert their prospects to investors, anytime, anywhere. With this, the transacting and managing information is now faster, easier and smarter for RIAs for their investors besides offering single gateway for multiple funds serviced by CAMS.

FinEAZE brings a host of features that will help RIAs to create a centralized view of customer portfolio, view and monitor account activity and stay engaged with their customers. Investing in a new folio across all CAMS handled Mutual Funds, switching between schemes, viewing portfolio, setting up a Systematic Investment Plan (SIP) account, Systematic Transfer Plan (STP), Systematic Withdrawal Plan (SWP), KYC status inquiry can all be done safely and swiftly with FinEAZE.

Top Features:

Simple and Secure registration process without any paper.
Single User with access to multiple Funds / schemes.

Carry out smoothly - Purchase, Redemption and Switch for both existing and new customers.
Execute SIP/STP/SWP Transactions seamlessly.
Get simplified transaction summary in one tap.
View Complete Investor Profile.
Comprehensive portfolio valuation of investments of your investors
Scheme NAV analysis
KYC status inquiry


FinEAZE App is secure and does not store any information on your device or SIM card. Carry out transactions for your investors in single tap. Download FinEAZE App NOW.....It’s Free !!