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INDIA TA ACHIEVEMENTS
Tamil & Telugu language introduced in call center for investors: Clients now have the option of interacting
with us in ‘Tamil’ and ‘Telugu’ over IVR as well as through Call Center executives.
Enhanced client communication project live: Customer & distributor communications across the engagement
life cycle were reviewed and 130 templates enriched, basis the findings of a detailed industry bench marking
exercise.
Addition of bank feature launched on FT website: To offer convenience to our investors, facility to update
new/additional bank details in their folios is now available online, earlier investors were required to submit
physical request for addition of bank account.
Launch of eROC Portal: It is now live for our channel partners to upload commercial transactions, Images and
supplementary files of Standard Chartered Bank and Karvy.
FT makes its AIF debut: Franklin Templeton Alternative Investments (India) Pvt Ltd (FTAI), a new entity, has
recently launched its maiden AIF offering - “Franklin India Long Short Equity AIF” on September 5, 2018. TA
manages Operations and Service through CAMS and in-house team. 57 applications have been logged with an
amount INR 95.28 Crores collected.
Direct and Liquid Transactions on NSE platform: We are now integrated with NSE platform to accept RIA
initiated direct scheme transactions (NSE-MFSS & NMF2) and liquid scheme transactions (NSE-MFSS & for
NMF2 , which is already available) from 30th November 2018. With this, we now have a complete bouquet of
features on BSE and NSE platforms.
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