Grow your AUM Faster
The first all-in-one digital platform built exclusively for Mutual Fund Distributors.
Unlock Wealth- Grade Tech Absolutely Free
Get access to powerful, premium financial tools and an execution platform at zero cost.
Built on an Open Architecture
Operate under your own ARN and put your brand front and centre — your business, your identity.
In-built CRM
Drive business growth by deeply engaging prospects and clients—track their investments, gain actionable insights, and tailor your approach for higher conversions.
Community-Driven Growth
Join a thriving MFD community through forums, events, and co-learning modules designed to elevate your practice.
Other Features
Complete Mutual Fund Suite
From seamless client on-boarding to advanced portfolio tracking—experience a next-gen MF toolkit.
Multi-Asset Reporting
Deliver unified, intuitive reports across asset classes—making insights actionable and easy to share.
Held-Away Assets Reporting
Offer your clients a true 360˚ investment view. Upload CAS or fetch data via OTP, and seamlessly integrate other assets into a unified dashboard with actionable insights.
Risk & Suitability Profiler
Developed in collaboration with behavioural scientists, our advanced profiler goes beyond numbers to decode client behaviour and ensure portfolio suitability.
Goal-Based Tracking
Set financial goals, link assets, and track progress—empowering long-term client relationships through purpose-driven investing.
Asset Allocation
Monitor allocation across the entire portfolio, including held-away assets. Compare current vs. agreed allocations and get timely rebalancing alerts.
Smart Scheduler & Email Campaigns
Automate client engagement—send scheduled reports, birthday wishes and festive greetings effortlessly.
Task Manager
Stay on top of all team tasks with ease. Assign, track, and execute on the go—scaling operations without chaos.
Secure Document Vault
Easily store and access important client documents like KYC, statements, and more—accessible anytime by both you and your clients.
Seamless API Integration
Onboard clients and execute transactions via fully integrated APIs with BSE, NSE, and MFU—ensuring speed and compliance.
Automation
Enjoy automated daily CAMS & Karvy feed uploads, unit balance reconciliation, and bulk client reporting—no manual work required
