Every month, KFIN and CAMS need a signed GST invoice from you for each fund house, uploaded by around the 15th. This page shows the whole thing, one small step at a time. No computer skills needed beyond downloading a file and uploading it back.
Want to see it working before you read further? Upload your own KFIN or CAMS file on the free demo and see one of your real, signed invoices, no signup, no card. Try the demo →
The whole job, in one picture
You collect files from the registrar, MFD Office turns them into signed invoices, and you put them back. That is all.
Two files per registrar
A signed invoice for every fund house, in minutes
Same website, same place
The fund houses can now pay the GST on your brokerage
Takes about five minutes. You never repeat this. Not ready for an account? Try the demo first, it needs no signup.
Go to mfdoffice.com and click Create account. Your first 10 invoices are free.
In the Signatory tab, draw or upload your signature once. It goes on every invoice after that.
Type your ARN number once. MFD Office checks your files against it so nothing gets mixed up.
Six small steps. Steps 1 to 3 happen on the KFIN website, steps 4 and 5 in MFD Office, step 6 back on KFIN. If you only file on CAMS, skip ahead to Part 2.
Open dss.kfintech.com in your browser and sign in with your KFIN login. Then open the GST Invoice Management section.
Inside GST Invoice Management, open GST Invoice / Credit Note Download and download the ZIP file for the month. It holds one invoice file per fund house.
Still inside GST Invoice Management, open Signed GST Invoice Upload and click Generate Excel Template. KFIN gives you a prefilled Excel sheet, one row per invoice. Do not type anything into it. MFD Office fills it for you.
Sign in to MFD Office and open the Generate tab. Choose your ARN, choose KFIN as the registrar, and upload the two files from steps 2 and 3. Tick the fund houses you want, then press Make all invoices.
MFD Office reads KFIN's own figures, makes a GST invoice for every fund house, puts your signature on each one, and fills the Excel template to match. Every number stays exactly as KFIN computed it. You can preview one invoice free before you decide.
When it is ready, download your bundle. It has the signed invoice for every fund house plus the completed Excel template, in the exact format KFIN expects. Nothing to edit.
Signed invoices ZIP Completed Excel templateGo back to dss.kfintech.com › GST Invoice Management › Signed GST Invoice Upload. Upload the signed invoices and the completed Excel template you just downloaded. That is KFIN done for the month.
Six small steps. One difference to know: CAMS emails you the invoice ZIP, but the Excel template is not in that email. The template is downloaded from the upload section of the CAMS website. This guide keeps the two apart so they never get mixed up.
CAMS sends the month's invoice ZIP by email, through its Distributor Mailback Service, to the email address you registered with CAMS. Open that inbox and download the ZIP attachment. It holds one invoice per fund house.
Open camsonline.com, go to the Distributors / RIA tab, then Service Requests, and sign in with your CAMS login. Open the GST Invoice Management section.
This is the confusing part, so read it slowly: the Excel template is not in the email. Inside GST Invoice Management, open GST Invoice Upload, the same place where you will later upload your finished invoices, and download the month's Excel template from there. Do not type anything into it. MFD Office fills it for you.
Sign in to MFD Office and open the Generate tab. Choose your ARN, choose CAMS as the registrar, and upload the two files: the ZIP from your email and the Excel from the CAMS website. Tick the fund houses you want, then press Make all invoices.
MFD Office reads CAMS's own figures, makes a GST invoice for every fund house, puts your signature on each one, and fills the sheet to match. Every number stays exactly as CAMS computed it. You can preview one invoice free before you decide.
When it is ready, download your bundle. It has the signed invoice for every CAMS fund house plus the completed sheet, in the exact format CAMS expects. Nothing to edit.
Signed invoices Completed Excel sheetGo back to camsonline.com › GST Invoice Management › GST Invoice Upload, the same section where you took the template in step 3. Upload your signed invoices and the completed sheet. That is CAMS done for the month.
The month the brokerage was earned. Both KFIN files must be for that same month.
The month the brokerage is paid. Both CAMS files must be for that same month.
Uploading to the registrar gets the fund houses to pay you. But your GST work is not over: every invoice still has to be reported in your GSTR-1, and you still have to check the money actually arrives. MFD Office does both from the same invoices you just made. Nothing to retype.
Read more: GSTR-1 filing for mutual fund distributors.
Upload your KFIN or CAMS file and see one of your real, signed invoices. No signup, no card.
Try with your file, freeCAMS emails it to you through its Distributor Mailback Service, to the email address registered with CAMS. The Excel template is separate: you download it from the GST Invoice Upload section on camsonline.com.
On dss.kfintech.com, inside GST Invoice Management, open Signed GST Invoice Upload and click Generate Excel Template. Do not type anything into the sheet; MFD Office fills it for you.
KFIN goes by the trail month, the month the brokerage was earned. CAMS goes by the payment month, the month the brokerage is paid. On each side, both files must be for the same month.
Yes. On the free demo you upload your own KFIN or CAMS file and see one of your real, signed invoices made on the spot, with no signup and no card.