CommissionIQ
CommissionIQ reads your CAMS and KFintech brokerage statements, separates trail from upfront, and breaks every rupee down by AMC, scheme and client. Then it tells you what changed since last month.
Try it · Sample data
Press run. Sixteen sample brokerage lines are read, sorted into trail or upfront, and rolled up by fund house. Then click any AMC to see the schemes and clients behind it. Nothing is uploaded and no real data is used.
Statement lines
0 / 16 read
+ 8 more lines in the sample
Reconciled
₹0
Trail
₹0
Upfront
₹0
16 lines · 2 sources · sample data
The breakdown appears here: commission by AMC, then the schemes and clients inside each one.
How it works
Rule book
Each alert is a plain rule that runs every time you upload a new month and checks it against the month before, so you can always see why it fired. Rules marked adjustable take your own thresholds in Settings.
Money that is leaving, or about to.
1.1
AUM_DROPAdjustable
rule client AUM down more than 20% month on month
AND client AUM ≥ ₹5 lakh1.2
TRAIL_DROPAdjustable
rule scheme trail down more than 20% month on month
AND scheme trail ≥ ₹100 a month1.3
COMMISSION_DROPAdjustable
rule client commission down more than 30% month on month
AND client commission ≥ ₹100 a month1.4
INACTIVE_CLIENT
rule client present last month
AND no transactions this month1.5
HIGH_VALUE_REDEMPTION
rule upfront ≥ 3 × trail
AND upfront ≥ ₹1,000Money you could be earning.
2.1
NEW_HIGH_VALUE_CLIENT
rule client new this month
AND client AUM ≥ ₹5 crore2.2
TRAIL_GROWTH
rule scheme trail up 25% or more month on month
AND scheme trail ≥ ₹1,000 a month2.3
AUM_MILESTONE
rule book AUM crosses ₹10, 25, 50, 100, 250 or 500 croreTwo ways in
Both run on one parser and one set of alert rules, so your numbers match whichever way you choose.
Works today
For distributors who just want their brokerage sorted.
Add-on
For firms that already run on MaxWealth.
An on-premise option for larger firms that want it on their own servers is in the works. Ask about it when you book a demo.
Questions
What CommissionIQ reads, how it counts, and how you can start.
It turns the brokerage statements your registrars send into a checked, organised view of what you earned. CommissionIQ reads CAMS and KFintech brokerage files, ties each line to a client, a scheme and an AMC, splits trail from upfront, and compares the month with the one before so you can see what changed.
The brokerage statements CAMS and KFintech send you, in Excel (.xlsx) or CSV. CommissionIQ works out which registrar a file came from and which month it covers. Today you upload the file; reading statements straight from a forwarded email is planned.
Every statement line carries a brokerage head, such as trail fee, annualised trail or upfront fee. CommissionIQ maps each head to trail or upfront and totals them separately by AMC, scheme and client, so you can see how much of your income recurs.
After each upload you get commission by fund house, trail by scheme, a searchable client list with AUM, and trends across every month you have uploaded. Reports download by client, scheme, fund house or month.
Plain rules run against the previous month: a client whose AUM fell more than 20% month on month, a client missing from this month's statement, trail and commission drops, possible redemptions, and openings such as new high-value clients and schemes whose trail is growing. The full rule book is on this page.
Yes. CommissionIQ works standalone today, with its own login and Razorpay billing. Firms that run on MaxWealth can add it as a module on their plan.
Bring one month of CAMS and KFintech brokerage statements to a 30 minute demo and we will walk you through CommissionIQ on your own numbers.
enquiries@mindstack.in. We respond within one business day.