• Introduction
  • Going live
    • Overview
    • Licenses
      • Third party signups
      • Razorpay sign up
      • BillDesk sign up
      • MF Central sign up
    Identity
    • Overview
    • Check the kyc status
      • Perform digital kyc
      • Overview
      • Required information
      • Investor profiles
      • Overview
      • Create an investor profile (individual)
      • Create an investor profile (non individual)
      • Capturing contact details
      • Capturing bank accounts
      • Capturing demat accounts
      • Capturing fatca, crs details (individuals)
      • Capturing fatca, crs details (non individuals)
      • Capturing related parties
      • Capturing beneficial owners
      • Verifications
      • Verify bank account
    • FAQs
    MF Orders
    • Overview
    • Lump Sum Orders
    • Recurring Orders
      • Accounts
      • Open an Investment Account
      • Required Information
      • Lump Sum Orders
      • Create a Purchase Order
      • Create a Redemption Order
      • Switch from one scheme to another
      • Recurring Orders
      • Create a Purchase Plan
      • Pause Installments of an Existing Purchase Plan
      • Recurring Redemptions
      • Create a new SWP
      • Pause installments of an existing SWP
      • Recurring Switches
      • Create a new STP
      • Pause installments of an existing STP
      • Appendix
      • Order failure codes
      • Auto cancellation of purchase plans
      • Transaction Plans Use Cases
      • Demat orders
      • Migrate offline folios
      • Partner tagging
      • Migrate from V1 SIPs to V2 Purchase plans
      • SLAs & TAT
    Payments
    • Overview
    • Setting up eNACH/UPI-Autopay mandate
    • Collect payments via Netbanking/UPI
    • Collect payments via eNACH/UPI-Autopay mandate
      • Appendix
      • Payment error reasons
      • Enabling of Billdesk UPI Intent
      • Customise payment checkout page via Razorpay SDK
      • Late payment authorisations
      • FAQs
    FP-CybrillaPOA gateway (BETA)
    • Overview
    • Custom Checkout
    • Sandbox Simulation
    • Capabilities
    • AMCs Live
      • Use cases
      • Monthly SIP
    Investor Reporting
    • Overview
    • Usage
    Investor Servicing
    • Overview
      • Non-Commercial Transactions
      • Phone number NCT
    Data
    • Overview
    • Schema
    Advisory
    • Overview
    • Fetch RTA CAS
    General topics
    • Automated communications with investors
    • Deprecated features
    • BSE Validations
    • Best Practices Guide
    • Security Assurance
      • Compliance
      • Overview
      • NAV Applicability
    Upcoming
    • Overview
      • Beta programs
      • Webhook implementation for FP events
      • Payment checkout flow
  • APIs
  • About us
    • Fintech Primitives
    • Cybrilla Technologies
    • Careers

Fintech Primitives (FP) Product Suite

Learn about the FP Services and how to facilitate mutual fund investments for your investors.

Identity
Check and perform digital kyc for your investors
MF Orders
Enable lumpsum and sip investments for your investors
Payments
Collect payments through Netbanking, UPI, UPI Autopay, NACH from your investors
Investor Reporting
Generate portfolio summary, capital gain reports for your investors
Data
Access and get insights of your data - transactional, reporting and usage
Advisory
Fetch RTA CAS for your customers

Resources

You can access all the FP services via APIs.

  • Read through the specs at API Documentation
  • Try the APIs through our Postman Collection

Platform as a Service


Fintech Primitives PaaS Fintech Primitives PaaS
  • APIs
  • Fintech Primitives
  • Cybrilla Technologies
  • Careers
  • Contact us

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