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A Digital Mutual Fund Platform With Human Support, Designed For Distributors Who Want To Focus More On Clients And Less On Building Technology
Individual mutual fund distributors / IFAsSmall distribution and wealth firms without their own technology platformNew professionals willing to obtain the required NISM certification and AMFI Registration Number (ARN) before starting their mutual fund distribution journey under a structured compliance set-upAll partnerships are structured within applicable SEBI and AMFI regulations for mutual fund distributors.
Offer your clients online access to view and transact in mutual funds without investing in your own tech stack or infrastructure.
Use standardized onboarding, KYC, transaction routing and service processes so you can spend more time with clients.
Use simple goal-based journeys, SIP structures, calculators and portfolio views to help clients understand and stay committed to their plans.
You remain the primary point of contact for your clients. Our systems are designed to support your practice, not replace your relationships.
Submit your basic details through the form.
We connect with you to understand your practice and requirements.
Complete the necessary onboarding and compliance documentation.
Begin using the platform with your clients.
All partnerships are operated strictly within the SEBI Mutual Fund Regulations and AMFI guidelines applicable to mutual fund distributors and their empanelled sub-distributors / authorised partners. Each partner is expected to maintain a valid ARN and follow the AMFI Code of Conduct at all times.