What is AI for MFDs?
India’s first AI-powered, white-labeled solution tailored for mutual fund distributors, offering a full suite of sophisticated tools for digital investment management and financial planning.
Core Features
- Complete mutual fund transaction module with automated processing.
- Portfolio analyzer to track and optimize investments.
- Mutual Fund GPT for instant, AI-driven fund recommendations and contextual Q&A.
- Campaign and CRM tools for sales enablement, including automated email and digital marketing content creation.
- DIY mobile apps for investors (Android/iOS) and distributors for real-time portfolio management.
- End-to-end digital onboarding with paperless KYC and instant account setup.
AI Technology and Business Growth
- Proprietary AI models deliver hyper-personalized mutual fund recommendations based on clients’ financial goals, risk tolerance, and real-time market data.
- Campaign generator and CRM tools empower distributors to manage multiple customer segments, automate marketing, and adhere to compliance guidelines.
- Automation enhances business scalability with a unified dashboard, regulatory-approved reporting, and enterprise-grade security.
Value Proposition for Distributors
- White-labeled platform—run under your own ARN and branding while retaining 100% commissions.
- Enables distributors to deliver expert, bias-free portfolio advice using global best practices like Nobel Prize-winning portfolio theory.
- Tools to drive new client acquisition, boost retention, and cross-sell other financial products with minimal manual effort.
Seamlessly integrates advanced features such as campaign analytics, goal-based planning, and risk profiling to scale up AUM and revenue growth sustainably.
Why Choose us?
- Industry-leading data precision with direct ONDC integrations for real-time accuracy.
- Next-gen user experience built on modern technology to engage tech-savvy and HNI investors.
- Comprehensive training, tutorials, and digital marketing support for distributors to stay ahead.
