Mutual Fund Software Services for Indian AMCs
Fair Share IT Services is a Pune-based software company that builds specialised automation tools and data services for Indian mutual fund houses. Our team combines IIT Bombay engineering credentials with 25 or more years of IT experience, deep financial domain expertise, and international finance backgrounds at institutions including Citigroup Japan and Lehman Brothers.
This page provides a complete overview of all software products and services we offer to asset management companies.
1. SID and KIM Generation Software
Automates the generation of Scheme Information Documents and Key Information Memorandums for all schemes in your fund catalogue. Our system generates documents from structured input files in minutes, with built-in sanity checks, version comparison, and changelog tracking. Custom layout templates per scheme type are supported. Used in production at a leading Indian AMC.
Who needs this: Any AMC with more than 20 active schemes currently generating SIDs manually.
2. Automated Factsheet Generation
Automatically generates the full suite of monthly scheme documents from a single set of input data: Factsheet, Snapshot, FM-wise Regular report, FM-wise Direct report, FM-wise SIP report, Category-wise XLS file, and Board Performance report. All seven document types are generated simultaneously from the same input, ensuring complete consistency.
Who needs this: AMCs of all sizes that produce monthly factsheets. Value scales significantly with scheme count.
3. ETF MIS Report
Provides a management information report showing your fund house share of total ETF net traded value in the Indian market, broken down by category across Equity, Debt, and Commodity segments. Gives your ETF team the competitive context needed to understand market position, identify gaps, and guide strategy.
Who needs this: AMC ETF teams, fund managers, and strategy teams evaluating their competitive ETF position.
4. ETF Liquidity Breach Alert
Continuously monitors bid-side liquidity for your ETFs during market hours and automatically alerts designated contacts when SEBI-mandated liquidity thresholds are breached. Alerts trigger when bid volume drops below 50 percent of creation unit size over the required monitoring window. Complete audit trail with timestamps supports regulatory documentation.
Who needs this: Every AMC with listed ETF schemes. SEBI compliance is mandatory.
5. Regulatory Alerts: SEBI, RBI, and IFSCA
Monitors publications from SEBI, RBI, and IFSCA and delivers concise, actionable email summaries whenever a new circular, notification, or amendment is published that is relevant to Indian AMCs. Ensures your compliance team is notified promptly every time something relevant is published without manual monitoring.
Who needs this: Compliance officers, legal teams, fund managers, and operations heads at all Indian AMCs.
6. Fixed Income Trade Data Screener
Processes and analyses AMFI fixed income transaction data to provide fund house level market intelligence on debt and money market instrument trading across the Indian mutual fund industry. Analyse by fund house, instrument type, credit rating, issuer, or across all fund houses simultaneously.
Who needs this: Portfolio managers, risk teams, compliance teams, and research departments at Indian AMCs.
Summary: Which Service Do You Need?
If you manage SID or KIM documents manually: SID and KIM Generation Software.
If you produce factsheets manually each month: Automated Factsheet Generation.
If you have listed ETF schemes: ETF Liquidity Breach Alert for compliance and ETF MIS Report for competitive intelligence.
If your compliance team monitors regulators manually: Regulatory Alerts service.
If your investment team needs fixed income market intelligence: Fixed Income Trade Data Screener.
Most fund houses benefit from multiple services. Our tools are designed to work together as an integrated suite for AMC operations and compliance teams.
Frequently Asked Questions
Q: Do you work with small AMCs or only large fund houses?
A: We work with AMCs of all sizes. ETF monitoring and regulatory alerts are equally relevant regardless of AUM. For SID and factsheet automation, value scales with the number of schemes managed.
Q: Can you build custom tools for requirements not listed here?
A: Yes. We undertake custom development for specific AMC requirements. Our team has deep experience building financial domain software across a range of AMC operational needs.
Q: How quickly can we get started?
A: Setup timelines vary by tool. Regulatory alerts can be configured quickly. SID and factsheet automation requires an initial data setup phase of typically 2 to 4 weeks where we create input files based on your existing documents.
To discuss any of our services or request a demonstration, contact us at mf@fairshare.tech or call +91 98508 30247.
- software applications for mutual fund houses