Mutual Fund Distributor & IFA Software

Software That Fits How You Actually Run Your Practice

Custom MFD software for Indian distributors who have outgrown spreadsheets and generic CRMs. We have shipped wealthtech for Edelweiss Finsens, PHFL, Paygro, Neosurge, and others.

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Years building Indian wealthtech

15+

Wealthtech platforms shipped

BSE & NSE

Live integrations on real customers

24/7

Production support post launch

Built for Indian MFDs, IFAs
and Wealth Platforms

We work with distributors and platforms across the spectrum, from independent IFAs ready to move past Excel, to mid-sized distributor firms managing hundreds of clients across multiple AMCs, to wealth platforms that want to white-label core MFD operations under their own brand.

Independent MFDs & IFAs

For solo distributors ready to move past spreadsheet workflows and generic CRMs into purpose-built tools.

Growing MFD Firms

For practices with 500+ clients across multiple AMCs where SaaS starts to break and operations slow down.

White-Label Wealth Platforms

For platforms delivering MFD operations under their own brand with multi-tenant architecture out of the box.

Banks & Brokerages

For institutions launching mutual fund distribution as a new business line, integrated with their core stack.

Everything Your Distributor Practice Runs On

Every engagement is custom, but the foundation stays consistent. These are the modules we ship across most distributor and wealth platform builds in India.

Onboarding & KYC

Paperless onboarding with PAN and Aadhaar OCR, e-KYC with KRAs, risk profiling, and HUF, joint, or minor account setup.

Portfolio & AUM

Real-time AUM dashboard across all AMCs, portfolio analytics by scheme and risk, XIRR and IRR across SIP and lumpsum.

Transactions & Execution

BSE Star MF and NSE NMF II integration, one-click SIP and lumpsum, e-mandate setup, and order reconciliation.

Commission & Reconciliation

AMC-wise commission ingestion and matching, trail reconciliation against AUM, clawback alerts, and investor-wise revenue contribution.

Client Reporting

Branded monthly, quarterly, and annual statements, capital gains reports for tax filing, and a client portal with self-service access.

Compliance & Audit

SEBI and AMFI rule enforcement built in, full audit log on every transaction, distributor KYC and ARN tracking, regulatory reports on demand.

Why MFDs and IFAs
Choose Mindstack

We have spent eight years building wealthtech for Indian financial services. The work shows in how quickly we get to a working build, and how well it holds up after launch.

Eight Years of Indian Wealthtech

We have shipped wealthtech for Edelweiss Finsens, PHFL, Paygro, Neosurge, Findola, and Noren. We know what works on the Indian rails because we have already shipped it.

Direct Experience With the Rails

BSE Star MF, NSE NMF II, CAMS, KFintech, Karvy, NPCI eMandate, Aadhaar e-KYC, KRAs. Integrated all of them on real customer engagements.

Custom, Not Cookie-Cutter

We do not rebadge a generic SaaS. Every engagement starts with your workflow and your customer. The software fits what you actually do.

Founders Who Understand SEBI & AMFI

Compliance is built into the architecture, not bolted on. Audit trails, role-based access, data residency, and reporting hooks are first-class concerns.

You Own the Code

Source, database, infrastructure as code, and documentation all belong to you. Self-host or we host, your call. No vendor lock-in.

Production Support Model

SLA-backed support and enhancements team continues with you for 12 to 24 months after launch. Direct access to engineers, not ticket queues.

Your Build, in
Five Predictable Steps

No surprises. You see working software every two weeks, you steer at every checkpoint, and you walk away with a system you fully own.

Discovery

We map your current process, pain points, and integrations. Output is a clear scope.

Proposal

Fixed-fee proposal with milestone-based billing and a clear timeline. No hourly billing surprises.

Sprint Build

You see working software every two weeks. Direct access to the engineers building it.

UAT & Rollout

We train your team, migrate your existing data, and cut-over with a parallel-run window.

Ongoing Support

SLA-backed support and enhancements team for 12 to 24 months after launch.

Trusted by IndusInd Securities,
Axis, and More

A few of the wealthtech platforms we have shipped for Indian financial services firms.

Edelweiss Finsens

Wealth platform for one of India's largest financial groups

Edelweiss PHFL

Housing finance platform with end-to-end loan workflows

Paygro

Investment via bill payments, an embedded wealth product

Neosurge

Assisted-services investment app for mutual funds and gold

Findola

Self-serve financial planning ecosystem for retail investors

Noren

Stock investor mobile app with watchlist and live data

See What Your AUM
Is Actually Earning

Use our free Mutual Fund Distributor Commission Calculator to estimate what your AUM is actually worth. Many MFDs find that the gap between estimate and reality is exactly what justifies investing in proper software.

Free Commission Calculator

Year-wise trail commission estimator for SIP, lumpsum, or existing AUM.

How Commission Works

Upfront, trail, and year-wise rate structure for Indian MFDs.

MFD Software Comparison

Honest comparison of Wealthelite, AssetPlus, Wealthy, iFAST, and the custom-build path.

Frequently
Asked Questions

We build custom. Off-the-shelf MFD software rarely fits a real distributor's workflow, especially as you grow past a few hundred clients or work with multiple AMCs.

Yes. We have shipped both integrations on multiple wealthtech projects. We have also worked with CAMS, KFintech, and other RTAs.

Discovery to first usable version is usually 8 to 12 weeks. Reaching feature parity with your current setup is usually 4 to 6 months.

It depends on scope. We share a fixed-fee proposal after a discovery call. Smaller IFA tools start in the low lakhs of rupees. Full white-label distributor platforms run higher.

Yes. You own the source code, the database, and all IP. You can host it in your own cloud account or ours.

Yes. We typically continue with the team for 12 to 24 months after launch on a support and enhancements retainer.

Yes. MFD software, IFA software, and mutual fund agent software refer to the same category of tools. The terms are used interchangeably in India.

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