Product
NPS on Finvica.
Tier I and Tier II corpus recorded and reported with the rest of the client’s wealth.
Scope
What is operationally supported.
| Product | Order capture | Routing | Corporate actions | Valuation basis | Reporting | Commission |
|---|---|---|---|---|---|---|
| NPS | Yes, with conditionsTransaction / holding upload | Not supported | Not supported | Yes, with conditionsSet per instrument | Yes | Yes, with conditionsRate matrix and manual entry |
Valuation basis: Non-unitised — corpus value from the CRA record.. Set per instrument rather than per product, and operator-settable.
- CRA statements
What NPS connects to
Workflow
Running NPS, step by step.
The account is recorded
PRAN, tier and scheme preference against the client.
Corpus updates from the statement
Rather than being estimated between statements.
It reports with everything else
Retirement corpus alongside the rest of the plan.
Regulatory
Where this sits with the regulator.
PFRDA-regulated. Tier I and Tier II carry different withdrawal and tax treatment.
Finvica is a technology platform. It does not hold an ARN, does not advise, and does not solicit investments. You transact under your own registration and remain the regulated party in your own client relationships.
Who this is for
If this is the class you are here about.
Distributors searching for NPS handling are usually asking a bigger question about their whole book. The solution page for that buyer covers the rest of it.
Questions about NPS.
Are Tier I and Tier II handled separately?
Yes — they have different withdrawal and tax treatment, so they are recorded and reported as distinct holdings.