We have developed many useful software applications for mutual fund houses.

Automated SID generation software saves time, money and reduces errors.

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Fair Share builds automation tools and data services for Indian AMCs, including SID and KIM generation, automated factsheet generation, ETF MIS reporting, ETF liquidity breach alerts, regulatory alerts covering SEBI, RBI and IFSCA, and a fixed income trade data screener. The tools are designed to work together as an integrated suite for AMC operations and compliance teams.

It automates the creation of Scheme Information Documents and Key Information Memorandums from structured input files, producing validated documents in minutes instead of hours. The system handles common content, scheme-specific variations, performance charts and risk-o-meters, with built-in sanity checks, version comparison and changelog tracking. It is already used in production at a leading Indian AMC.

A batch of 50 scheme updates that takes around 200 staff hours manually can be processed in under an hour of data preparation plus a few minutes of generation. A full update across 100 schemes that takes 2 to 3 weeks of team effort manually can be completed in 1 to 2 days of data preparation and under an hour of generation.

Automated generation produces consistent output across all scheme documents from the same input data, runs built-in sanity checks before generation, and keeps a complete version history and changelog. This reduces the copy-paste errors, cross-document inconsistencies and version-control failures that are common in manual processes under SEBI deadline pressure.

From a single set of input data it generates the full monthly suite simultaneously: the Factsheet, Snapshot, FM-wise Regular report, FM-wise Direct report, FM-wise SIP report, the Category-wise XLS file, and the Board Performance report. Producing all seven document types from the same input ensures complete consistency across them.

It is a management information report showing your fund house's share of total ETF net traded value in the Indian market, broken down across Equity, Debt and Commodity segments, and highlighting top ETFs by net traded value. It gives ETF teams, fund managers and strategy teams the competitive context to understand their market position and identify gaps.

It continuously monitors listed ETFs and alerts designated contacts when SEBI-mandated liquidity thresholds are breached, specifically when bid volume drops below 50 percent of creation unit size over the required monitoring window. A complete timestamped audit trail supports regulatory documentation, and this monitoring is mandatory for every AMC with listed ETF schemes.

It automatically monitors publications from SEBI, RBI and IFSCA and delivers concise, actionable email summaries whenever a relevant circular, notification or amendment is published. This keeps compliance, legal, operations and fund management teams informed promptly without anyone having to manually track regulator websites.

It processes AMFI's published debt and money market transaction data, including trade date, buyer fund house, instrument details, rating, quantity and price, into a user-friendly portal with search filters and graphs. Fixed income traders and research analysts use it to spot trends over time, gauge market sentiment and benchmark trading activity across fund houses without gathering the data from AMFI every day.

Fair Share works with AMCs of all sizes. ETF monitoring and regulatory alerts are equally relevant regardless of assets under management, while the value of SID and factsheet automation scales with the number of schemes a fund house manages.

Yes. The team undertakes custom development for specific AMC requirements and has deep experience building financial-domain software across a range of AMC operational and compliance needs.

Setup timelines vary by tool. Regulatory alerts can be configured quickly, while SID and factsheet automation typically need a 2 to 4 week initial data setup phase to build input files from your existing documents. To discuss any service or request a demonstration, contact mf@fairshare.tech or call +91 98508 30247.

Company Information

Nature of Business
Software Services
Legal Status of Firm
Private Limited
GST Number
27AACCF8247R1ZV
Corporate Identification Number
U72200PN20 16PTC164782