Client CRM
Onboard investors, group families, store KYC & nominee details and track every interaction in one place.
Built for AMFI-registered Mutual Fund distributors
Run your entire mutual fund practice from one platform
Client onboarding, transactions on BSE StAR MF, NSE NMF II & MFU, portfolio reports, SIP tracking and brokerage reconciliation — in a single, secure back-office built for Indian MFDs.
Book your demo & get a 7-day free trial
- Free data migration
- Live in 2 hours
- No setup fee
Works with
- BSE StAR MF
- NSE NMF II
- MF Utilities
- CAMS
- KFintech
3
Exchange platforms
BSE StAR MF, NSE NMF II and MFU
40+
Ready reports
Portfolio, capital gains, SIP, brokerage
24×7
Client access
Web and mobile app for your investors
256-bit
SSL encryption
Daily backups on Indian data centres
Platform
One login for your whole distribution business
Stop juggling RTA portals, exchange logins and spreadsheets. MFD Expert brings every part of your practice into one connected system.
Online Transactions
Place lumpsum, SIP, switch, STP and redemption orders on BSE StAR MF, NSE NMF II and MFU.
Portfolio Reports
Auto-built from CAMS & KFintech feeds — valuation, XIRR, capital gains and transaction statements.
SIP Management
Track live, upcoming and bounced SIPs, get expiry alerts and never miss a renewal again.
Brokerage Reconciliation
Import AMC brokerage files and match them against your book scheme-wise and month-wise.
Branded Client App
Your logo, your colours. Investors check portfolios, download statements and invest online.
Goal Planning
Retirement, education and wealth goals with SIP calculators your clients actually understand.
Alerts & Reminders
Birthday wishes, SIP due dates, KYC expiry and NAV movement alerts on email & WhatsApp.
White-label client app
Your brand in every investor's pocket
Give clients a polished Android, iOS and web app with your logo and ARN. They see their full family portfolio, download statements and invest — and every order is tagged to you.
- Family portfolio with XIRR and goal tracking
- One-tap capital-gain and account statements
- Online SIP and lumpsum with your ARN
- Secure OTP and PIN login
Getting started
Switch to MFD Expert without losing a single folio
-
01
Book a demo
A 30-minute walkthrough on your own sample data, at a time that suits you.
-
02
We migrate your data
Our team imports your RTA feeds, client master and brokerage history — free.
-
03
Go live in 2 hours
Training for you and your staff, then your branded app goes out to clients.
Packages
A package for every stage of your practice
Start with client logins and the Android app, then add BSE transactions, branches, agents and a full team as you grow.
Silver
Client logins, mobile apps and BSE transactions
6 of 10 features
- All core logins, Android & iOS apps
Gold
Grow an agent network under your ARN
7 of 10 features
- All core logins, Android & iOS apps
- Create agents under ARN
Sub Diamond
Branches and agents under your ARN
8 of 10 features
- All core logins, Android & iOS apps
- Create branches
- Create agents under ARN
Platinum
Full team: agents, BDMs, RMs and employees
9 of 10 features
- All core logins, Android & iOS apps
- Create agents under ARN
- Create business development managers
- Create RMs and employees
FAQ
Questions distributors ask us
Which exchanges and RTAs does MFD Expert support?
Transactions run on BSE StAR MF, NSE NMF II and MF Utilities. Portfolio data is built from CAMS and KFintech feeds and mailback files.
Can I migrate from my current software?
Yes. Our onboarding team imports your client master, RTA transaction history and brokerage data at no extra cost, usually within 2 hours.
Will my clients see my brand or yours?
Yours. The client web login and the Android and iOS apps carry your logo, firm name and ARN.
Is my client data safe?
All traffic is encrypted with 256-bit SSL, data is hosted on Indian servers with daily encrypted backups, and every staff login is recorded in an audit trail.
Is there a free trial?
We start with a free personalised demo on your own sample data, so you can see exactly how MFD Expert fits your practice before you decide.
Do you provide training and support?
Every package includes onboarding training and support from our team by phone, WhatsApp and email.
Book your demo & get a 7-day free trial
See MFD Expert with your own data
Book a free 30-minute walkthrough. We import a sample of your RTA files so you see your real book, not a demo account.