InveztMF

Come withARNbecome aDigitalDistributor

Mobile Hero

WHATWEOFFER

Everything Your MFD Business Needs.

Built ground-up for Mutual Fund
Distributors — not generic tools adapted
for MFDs

Web App

Your command centre — manage clients, track AUM, and run your entire practice from one screen

Web App
01

Mobile App

Your clients' app — fully branded, and in their pocket every day.

Mobile App
02

 Web App Features

Built for
Mutual Fund
Distributors

Web App

Crafting seamless financial
experiences that simplify
complexity and empower smarter
investment decisions.

1
Your Business at a glance
Your Business at a glance
Track AUM, SIP book, commissions, and brokerage - all in real time. Set client reminders, log meeting notes, and get the insights you need to drive your next Rs. 1 Cr of SIP growth.
2
Your Brand on Every Touchpoint
Your Brand on Every Touchpoint
Your name, your logo, your identity - on the app, reports, emails, and every communication your client sees. Every touchpoint, fully branded.
3
Work from Anywhere, Anytime
Work from Anywhere, Anytime
Your entire MFD business in your pocket. Access portfolios, client data, and transactions from any device - desktop, tablet, or phone. Cloud-based, always in sync.
4
Goal-Based Financial Planning
Goal-Based Financial Planning
Map every client's investments to their financial goals. Track progress, project future corpus, and show clients exactly where they stand against each goal - at every review.
5
Unified family view
Unified family view
See the complete wealth picture for every family - all members, all folios, joint accounts, and HNI portfolios - consolidated in one clean view.
6
Full Customization
Full Customization
Tailor the platform to your practice. White-label your colors, domain, and branding. Generate capital gains reports, portfolio statements, and tax summaries under your name.
7
Smart Transactions
Smart Transactions
Process purchases, SIPs, STP, SWP, redemptions, and switches instantly - routed via MFU. Your clients transact in under 60 seconds, every time.
8
In-Depth Research
In-Depth Research
Access NAV history, category comparisons, and smart fund picks - filtered by risk profile, return horizon, and AMC. Recommend with data, not guesswork.

Mobile App Features

Designed for
Distributors.
Built for
Growth.

A fully branded mobile app for your clients — on iOS and Android
— under your name, your logo, your identity.

Dashboard

Mobile App Features

Comprehensive Dashboard

Real-time AUM, SIP book, commissions, and portfolio performance. Built-in capital gains view, SIP alerts, and goal tracking — all in one dashboard your clients will actually use every day.

Dashboard
App Store

Mobile App Features

Your Own App/Play Store

Your own branded investment app — listed under your name on Google Play and Apple App Store. Paperless KYC, instant onboarding, and full transaction access. Your clients, your app, your brand.

App Store
White Labelling

Mobile App Features

End-to-End White Labelling

Every screen, every notification, every report — fully white-labelled with your brand. No InveztMF branding. Ever.

Dashboard
Easy Transaction

Mobile App Features

Instant Transaction Processing

Let clients invest, redeem, switch, set up STP or SWP — all in seconds. Real-time confirmations, mandate setup, and UPI payments. Clients invest with confidence — no calls, no confusion.

App Store
Family Portfolio

Mobile App Features

Family Wealth View

Clients see their entire family portfolio in one place — all members, all folios, joint holdings, and HNI accounts mapped together. Ideal for families managing wealth across generations.

App Store
Other Features

Mobile App Features

NRI Supported

Onboard and serve NRI clients seamlessly — full compliance built in, zero extra paperwork.

Real Time Alerts

Onboard and serve NRI clients seamlessly — full compliance built in, zero extra paperwork.

IOS & Android Native

Built natively for both platforms. Fast, smooth, and reliable for every client, every time.

Multiple Payment Options

Built natively for both platforms. Fast, smooth, and reliable for every client, every time.
We Also Offer

Empanelled Across All Major AMCs

Transact across every leading fund house in India — from one platform, with one login, zero reconciliation hassle.

Trusted AMC Partners
We Also Offer

Finance Website

A professional, SEBI-compliant website for your MFD practice — ready in days. Attract clients online, build credibility, and grow your digital presence without technical hassle.

Finance Website Development

Choose the Right Plan for Your Practice!

Simple, transparent pricing. Scale up or down as your business grows.

Basic

Basic

Distributor

  • Web portal + mobile app
  • Assisted onboarding, RM roles
  • Investor onboarding & KYC (RI, NRI, Non-Individual)
  • Carts, mandates, full transaction types (SIP, STP, SWP, etc.)
View More

Investor

  • Web + mobile access
  • Onboarding/KYC, calculators, risk profiling
  • Goal planning & full reporting (capital gains, holdings, transactions)
View More
Book demo
White Label

White Label

Distributor

  • Everything in Starter, fully white-labelled
  • Own Play Store & App Store listing
  • Custom domain + deeper UI branding control
View More

Investor

  • White-labelled web & mobile app under your brand
  • Branded push notifications
  • Dedicated onboarding support + priority response times
View More
Book demo
Revenue Share

Revenue Share

Distributor

  • All Starter features included — no upfront cost
  • Full web + mobile access, RM roles, transaction control
View More

Investor

  • Full onboarding, investor app access, and reporting
  • No fee — InveztMF earns only through a share of your trail commission
View More
Book demo

Invest with India's Top AMCs

Access top-performing mutual fund houses in one place with simplified investing, portfolio insights, and secure transactions.

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Why Choose Us

Come with
ARNbecome a
Digital
Distributor

Cloud-Based Platform

01

Access your business anytime, anywhere, any device. New features roll out automatically, at no cost.

Cloud-Based Platform

Your Brand, Everywhere

02

Your name, logo, and identity across web and mobile. Clients see your brand at every touchpoint. No mention of the platform — it's yours.

Your Brand, Everywhere

Track Everything, Instantly

03

AUM, SIPs, and commissions in one dashboard. No more switching between RTA logins and spreadsheets. Faster decisions with real-time numbers.

Track Everything, Instantly

Bank-Grade Security

04

Your data and clients' data, encrypted and protected. Built to meet compliance standards MFDs must follow. Peace of mind to focus on growing your business.

Bank-Grade Security
FAQs

Questionswehearalot

InveztMF is purpose-built for AMFI-registered Mutual Fund Distributors and ARN holders across India. Whether you manage 50 clients or 5,000 folios, the platform scales with your practice. IMF Logo

( What our clients say )

VoicesFolder Iconthat trust

our work

"They understood our vision instantly and turned it into something even better than we imagined."

Book your InveztMF
demo

See the full platform in action — personalised for your practice size and client base. Pick a time that works for you.

Book Demo

Learn, Invest, and Grow

Mutual fund insights, market trends, and distribution tips — curated for MFDs
who want to stay ahead.

Browse Financial Categories
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Investment Tips

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Get in Touch

Have questions? Our team is here to help you navigate your journey. Reach out to us through any of the channels below.

Corporate Office

#1B, M&M Building, 31, VLK Garden,
Kalapatti Road, Coimbatore - 641048

Fixed Deposits Coming Soon.

Secure your savings with attractive returns and flexible investment options.