Affinisio(SDD): Details and Features Downloads

Custom designed for your operations and licensing status.

Man with a briefcase beside a large phone showing Affinisio SDD, Structured Digital Database, above a gear with circuit lines

Intermediaries and Fiduciaries (PDF, opens in a new tab)

For SEBI-registered intermediaries, such as merchant bankers, AIFs, credit rating agencies, stockbrokers, portfolio managers, investment advisers, research analysts, and depository participants, and for fiduciaries, such as law, accounting and consulting firms, that hold UPSI of many listed entities across concurrent mandates.

CIN PIN

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Listed Entities (PDF, opens in a new tab)

For entities whose equity or debt securities are listed on a stock exchange in India, maintaining the database for their own UPSI and that of their group entities.

CLE PLE

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Listed Intermediaries (PDF, opens in a new tab)

For SEBI-registered intermediaries whose own securities are listed, holding their own UPSI and their clients’ UPSI in one system, barriered where required.

PRO

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Mutual Funds and AMCs (PDF, opens in a new tab)

For SEBI-registered mutual funds, their AMCs and trustees, recording UPSI of their own schemes and of the listed companies they invest in.

PRO

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Not sure which applies to your firm? Contact us, Affinisio(SDD).

Affinisio Technologies LLP

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Affinisio – regulatory technology by Affinisio Technologies LLP