Boost your fund distribution business

with AI risk analysis, simplifying management for multiple clients

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  • Personalised link for onboarding clients
    (Individual, Minor, NRE, NRO etc)
  • Risk assessment tools
  • Goal based financial planning and calculators
  • KYC Verification
  • Portfolio reporting
  • Mandate Options
  • Payment Facilities (debit card, netbanking & UPI)
  • Compare mutual funds
  • Cart facility for multiple transactions in one go

Prelaunch offer:

Be one of our first 10 partners and enjoy and exclusive 3-month free service with fixed annual subscription after that.