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Mutual Funds

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Advice, execution, monitoring and reporting that truly sets you apart. Completely digitise your practice and get the tools that enable you to focus on your clients.
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Global Investment

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Fixed Deposits

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Equity Baskets

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Insurance

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Mutual Funds
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    Mutual Funds
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    Advice, execution, monitoring and reporting that truly sets you apart. Completely digitise your practice and get the tools that enable you to focus on your clients.

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    Explore
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    Global Investments
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    Increase share-of-wallet of clients by offering them access to investments in global stocks and ETFs. Share the success of your favourite global brands, unlocking opportunities for you through portfolio diversification.

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    Fixed Deposits
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    53% of individual wealth in India is in the form of fixed deposits and savings. Investors look for a safe place to park funds, in a name they trust. Increase your wallet share by offering Corporate FDs from one of the most respected brands in India.

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    Equity Baskets
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    Address the growing need of clients to access the stock market. Unique baskets of Indian Equities for your clients executed seamlessly. Do more, be more.

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    Insurance
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    Take care of your clients’ needs beyond investments. Health, motor and life – fulfil all their requirements and boost your business.

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Power your advisory capabilities

mf distributor software
AI-based Tactical Allocation

Trained neural networks help avoid biases

mf distributor software
Strategic Asset Allocation

Strong foundation for robust client portfolios

mf distributor software
Multi-Currency Model Portfolios

The best of Indian and Global opportunities for each risk profile

mf distributor software
Experienced Advisory Support

Industry veterans help you navigate the markets

mf distributor software
Fund Recommendations

We help you choose the best for your clients

mf distributor software
AI-based Tactical Allocation

Trained neural networks help avoid biases

mf distributor software
Strategic Asset Allocation

Strong foundation for robust client portfolios

mf distributor software
Multi-Currency Model Portfolios

The best of Indian and Global opportunities for each risk profile

mf distributor software
Experienced Advisory Council

Industry veterans help you navigate the markets

mf distributor software
Fund Recommendations

We help you choose the best for your clients

Stay focused on growth

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Multi-Product

Transact digitally in the best of Indian and global products

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Advisory Support

Combining the power of industry experience with AI

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Dedicated Team

Supporting you to help cross-sell to your clients

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Seamlessly Integrated

Onboard historical business and continue digitally

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Technology First

Intuitive and hassle-free experience using state-of-the-art technology

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24x7 Reporting

Client mobile app, statements and more with your brand identity

Make your practice digital native

mf distributor software
Cloud Native

Access 24x7 through web and mobile

mf distributor software
Scalable

Expand fluidly based on your demand using Serverless AWS Cloud

mf distributor software
Intelligent

Outsource operations to our bots and machine learning algorithms

mf distributor software
Secure

Back up your business securely to the cloud

Do more for your clients, even on-the-go

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Do more for your clients, even on-the-go

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