Account Aggregator framework has enabled sharing of financial information from across sectors. Master Directive of RBI has enabled several types of Financial Information to be shared via AA. ReBIT has defined specific FI types schemas as applicable under each of Regulators – RBI, SEBI, IRDAI, PFRDA, and DoR.
Customer can easily and securely share information about their investments, insurance cover, pension funds, information, and other such financial assets through AA. Listed below are some of the key Financial Types enabled by FIPs from sectors other than Banking.
Last updated: 17th September 2023
| Sl. No. | Entity Name | License Type | FI Types |
|---|---|---|---|
| 1 | Goods and Services Tax | GSTN | GSTR1_3B |
| 2 | CDSL | Depositories | 1. Equity Shares 2. Mutual Fund Units 3. Exchange Traded Funds (ETF) 4. Indian Depository Receipts (IDR) 5. Collective Investment Schemes (CIS) 6. Alternative Investment Funds (AIF) 7. Units of Infrastructure Investment Trusts (INVIT) 8. Units of Real Estate Investment Trusts (REIT) |
| 3 | NSDL | Depositories | 1. Equity Shares 2. Mutual Fund Units 3. Exchange Traded Funds (ETF) 4. Indian Depository Receipts (IDR) 5. Collective Investment Schemes (CIS) 6. Alternative Investment Funds (AIF) 7. Units of Infrastructure Investment Trusts (INVIT) 8. Units of Real Estate Investment Trusts (REIT) |
| 4 | CAMS (NPS) | CRA | NPS (Balance) |
| 5 | KFin Technologies Limited (NPS) | CRA | NPS (Balance) |
| 6 | Protean eGov Technologies Private Limited (NPS) | CRA | NPS (Balance) |
| 7 | Aviva Life Insurance Company India Limited | Insurer | Insurance Policies |
| 8 | Bajaj Allianz Life Insurance | Insurer | Insurance Policies |
| 9 | Canara HSBC Life Insurance | Insurer | Insurance Policies |
| 10 | Edelweiss Tokio Life | Insurer | Insurance Policies |
| 11 | Future Generali India Life Insurance Company Limited | Insurer | Insurance Policies |
| 12 | HDFC Life Insurance | Insurer | Insurance Policies |
| 13 | ICICI Prudential Life Insurance | Insurer | Insurance Policies |
| 14 | India First Life Insurance Company Limited | Insurer | Insurance Policies |
| 15 | Max Life Insurance | Insurer | Insurance Policies |
| 16 | Pramerica Life Insurance Company Limited | Insurer | Insurance Policies |
| 17 | PNB MetLife India Insurance Company Limited | Insurer | Insurance Policies |
| 18 | Raheja QBE General Insurance Company Limited | Insurer | Insurance Policies |
| 19 | SBI Life Insurance Company Limited | Insurer | Insurance Policies |
| 20 | Shriram Life Insurance Company Limited | Insurer | Insurance Policies |
| 21 | Tata AIA Insurance | Insurer | Insurance Policies |
| 22 | HDFC ERGO General Insurance Co.Ltd. | Insurer | Insurance Policies |
| 23 | HSBC Asset Management (India) Private Limited (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 24 | Aditya Birla Sunlife AMC Limited (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 25 | Bandhan Asset Management Company Limited (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 26 | DSP Asset Managers (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 27 | Franklin Templeton Asset Management (India) Ltd. (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 28 | HDFC Asset Management Company Limited (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 29 | ICICI Prudential Asset Management Company Ltd (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 30 | Kotak Mahindra Asset Management Company Limited (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 31 | Mahindra Manulife Investment Management Pvt Ltd (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 32 | Navi Asset Management Company (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 33 | PPFAS Asset Management Private Limited (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 34 | SBI Funds Management Limited (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 35 | Shriram Asset Management Company Limited (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 36 | TATA Asset Management Limited (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 37 | Union Asset Management Company Private Ltd (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 38 | White Oak Capital Asset Management Limited (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 39 | 360 One Asset Managemet Ltd (CAMS RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 40 | Bajaj Finserv Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 41 | Baroda BNP Paribas Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 42 | BOI AXA Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 43 | Canara Robeco Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 44 | Edelweiss Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 45 | NJ (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 46 | Groww Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 47 | INVESCO Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 48 | JM Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 49 | LIC Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 50 | Mirae Asset Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 51 | Motilal Oswal Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 52 | Nippon India Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 53 | PGIM India Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 54 | SAMCO MUTUAL FUND (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 55 | Quant Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 56 | Quantum Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 57 | Trust (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 58 | Taurus Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 59 | UTI Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 60 | ITI Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| 61 | Sundaram Mutual Fund (KFin RTA) | AMC | 1. Systematic Investment Plan (SIP) 2. Mutual Fund Units |
| Last Updated 17th September 2023 |
FAQs
How many years of data can customer access on Depositories?
Customers can access and share historical data up to two years.
