Technology built around the Indian MFD
We build the software we wished distributors had: fast, honest, and focused on the client relationship.
Distributors deserve better software
Most mutual fund distributors spend hours every week downloading RTA files, reconciling brokerage in spreadsheets and answering “what is my portfolio worth?” on the phone.
MFD Expert exists to give that time back. We combine CRM, exchange transactions, RTA-based reporting and a branded client app in one platform, so you can focus on what actually grows your AUM — advising clients.
Focused on MFDs
Every feature is designed around how Indian distributors actually work.
Security first
Your clients’ data is encrypted, backed up daily and hosted in India.
Real human support
Talk to people who understand folios, SIPs and brokerage — not a bot.
Always improving
Regular updates driven by feedback from the distributors who use it daily.
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.