InveztMF
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Your Business at a glance

One dashboard for your entire MFD practice.

Details

  • Live AUM & SIP tracking across every client and folio
  • Commission and brokerage breakdowns, updated automatically
  • Client reminders and meeting notes, logged right where you need them
  • Business insights that show you where your next ₹1 Cr of SIP growth will come from
Your Business at a glance

Real-time AUM, SIP book value — updated the moment a transaction clears. See exactly where your business stands, without waiting for a monthly report.

Stop toggling between spreadsheets and statements. See your whole business, at a glance.