💼 MFD · AMFI · ARN Edition

Apni firm ka brand,
client ka bharosa.

Independent Mutual Fund Distributors ke liye fully white-labelled investment suite — ARN # + AMFI registration + firm logo har calculator pe. SIP, Goal SIP, Crorepati, Wealth Journey simulator, AI Goal Planner, Retirement, NPS, PPF — 20+ tools, single HTML file, apni website pe host karein.

20+

Investment Tools

Bonus Documents

Flagship Tools (AI)

₹1,499

/Year White-Label

🆓 Try SIP Calculator 📱 WhatsApp +91 95412 23377

✓ AMFI compliant disclaimer ✓ ARN + EUIN + COP supported ✓ 7-day refund ✓ Single HTML — apni hosting

📊 Tool Coverage

Har client conversation ka calculator.

20+ investment tools 5 categories me — new investor onboarding se lekar HNI wealth planning tak. Plus 3 flagship "industry-first" tools (Wealth Journey simulator, AI Goal Planner, SIP-Loan Optimizer) jo competition me nahi hain.

⭐

Flagship Tools (Industry-First)

Sirf MFDTools pe milte hain — Wealth Journey life-stage simulator, AI Goal Planner (multi-goal + risk profiling), SIP-Loan Optimizer (4-mode multipurpose). Premium client conversations ke liye.

⭐ Wealth Journey 🤖 AI Goal Planner 🔄 SIP-Loan Optimizer

📈

Investment Planning

Core MFD tools — SIP future value, Lumpsum compound returns, Goal SIP (reverse), Step-Up SIP (annual increase), Crorepati timeline, STP gradual transfer, SWP withdrawal plan, All-in-One portfolio mix.

SIP Calculator Lumpsum Goal SIP Step-Up SIP Crorepati Calc STP SWP All-in-One

🏖️

Retirement & Pension

Pension Plan with inflation-adjusted monthly income + legacy, Retirement Planner (corpus + recommended SIP), NPS Tier-I/II, APY (Atal Pension), EPS pension, EPF (8.25% FY 26-27).

Pension Plan Retirement Planner NPS APY EPS EPF

🏦

Govt Schemes & FD

PPF (15-year lock), Sukanya Samriddhi (ladki ke liye), SCSS (senior citizen), POMIS (post office), Mahila Samman (MSSC), NSC, KVP (double money), Bank FD, RD calculators.

PPF Sukanya Samriddhi SCSS Senior POMIS Mahila Samman NSC KVP FD RD

🛡️

Insurance & Advisory

Insurance Maturity Calc (LIC endowment/ULIP — IRDAI method), HLV (Human Life Value) for term insurance, Asset Allocation (risk-based), Inflation impact analyzer, Child Future Plan.

Insurance Maturity HLV (Term Cover Need) Asset Allocation Inflation Impact Child Future Plan

📑

Bonus: Tax + Docs

Tax calculator (old vs new regime), HRA exemption, TDS, Salary Slip generator, Form 15G/15H, 80G receipts. Plus 58 legal documents (Will, Nominee change, Death claim pack, POA — useful for client estate planning).

Tax (Old vs New) HRA Form 15G/H Nominee Change Death Claim Pack Will Writing

MFD practice use-cases:

🤝 New Client Onboarding

Goal SIP calculator se client ka dream pension corpus banao — branded PDF WhatsApp pe send. Trust build, first SIP locked.

📊 Quarterly Review

Wealth Journey simulator se client ka 30-year roadmap show karo. Existing AUM ka projection — top-up SIP suggest karne ka strong base.

💍 Marriage / Education Goals

AI Goal Planner se beti ki shaadi / bachche ki padhai ka exact SIP compute. Multi-goal balancing — premium consultative selling.

🏠 Loan vs SIP Dilemma

SIP-Loan Optimizer — client ka prepayment vs SIP debate solve karo. Industry-first tool jo competition me nahi hai.

👴 Senior Citizen Plan

SCSS + POMIS + bank FD combine karke monthly income plan. Branded report — son/daughter ko impress karo decision-maker bana ke.

💰 HNI Tax Planning

Old vs new regime + ELSS Sec 80C optimization + NPS additional 80CCD(1B) ₹50k — tax saving advisory me MFD ka unique angle.

⭐ Why MFDs Choose Us

Generic AMC tools nahi, aapka brand.

CAMS, Karvy, NJ, FundsIndia jaise platforms generic hain — aapka client unhi ka brand dekhta hai. MFDTools me aapka logo + ARN + firm name har report ke top pe — client ko aap yaad rahein, AMC nahi.

White-Label Branding

Aapka firm logo, name, ARN #, EUIN, COP, mobile, email — har calculator + PDF report ke top pe. Aapki website pe host karein — client kabhi MFDTools.com nahi dekhega.

AMFI Compliant Disclaimer

"Mutual Fund investments are subject to market risks..." statutory disclaimer har report ke footer pe auto-inserted. AMFI inspection ready.

Single HTML Suite

Pure HTML file — apni cPanel hosting / GoDaddy / Hostinger pe upload karein. Database nahi, server nahi, hosting fees nahi. 100% offline-ready PWA.

3 Industry-First Flagships

Wealth Journey (30-year life simulator), AI Goal Planner (multi-goal + risk profiling), SIP-Loan Optimizer (4-mode multipurpose) — competition me ye tools nahi.

Mobile-First Design

70% clients phone se kholte hain — har calculator mobile-optimized. WhatsApp se share karna, install as app (PWA) — sab seamless.

Customer Portal Access

Pro tier customers ko separate portal access — clients ka data secure store, periodic review schedule, renewal alerts inbuilt.

PIN-Protected Suite

4-digit PIN gate optional — sirf invited clients hi calculators access kar sakte hain. Exclusivity feel + lead capture combined.

WhatsApp Marketing

19 ready-to-send WhatsApp templates — new client onboarding, monthly review, festival greetings, market update — Pro me included. Marketing time bachao.

💼 MFD Edition Pricing

Ek MFD, ek price.

CAMS / Karvy ke generic tools ke against — yeh aapka apna brand. ₹1,499/year matlab sirf ₹125/month — ek client se commission ka 1%.

⭐ Most Popular for MFDs

MFD Pro Edition

₹1,499 /year

Sirf ₹125/month — ek SIP commission ka 1%.

20+ investment tools + 58 docs (full toolkit unlocked)
White-label branding — firm logo, ARN #, EUIN, COP, contact details
3 industry-first flagships — Wealth Journey, AI Goal Planner, SIP-Loan Optimizer
Custom theme color — aapki brand identity match
Multi-credential support — ARN + EUIN + COP + IRDAI agar required
Customer Portal access — client data secure manage
PIN-protected client suite (4-digit gate, optional)
19 WhatsApp marketing templates ready-to-send
Single HTML file — apni website/Hostinger/cPanel pe host
Mobile PWA install — clients phone pe app jaisa kholein
7-day no-questions-asked refund

📱 Get MFD Edition — WhatsApp 95412 23377

Compare: All Plans · Free Tools ₹0

❓ FAQs for MFDs

MFD ke sawaal, hamare jawaab.

ARN + AMFI registration har report me dikhega?+

Bilkul — yeh core feature hai. One-time setup me aapka ARN #, AMFI Registration date, EUIN (if Pro), firm name, mobile, email daalein — sab har calculator + PDF report ke header me prominently render hote hain. Plus AMFI statutory disclaimer footer me auto-inserted: "Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing."

CAMS / Karvy / NJ jaise generic tools se kya alag hai?+

Bohot kuch — (1) Aapka brand, AMC ka nahi. (2) 3 industry-first flagships — Wealth Journey, AI Goal Planner, SIP-Loan Optimizer — competition me nahi. (3) Single HTML file, aapki website pe host. (4) Mobile-first PWA. (5) PIN-protected exclusivity for premium clients. (6) Affordable — ₹1,499/yr vs ₹15,000+ enterprise tools. Independent MFDs ke liye sweet spot.

Sirf calculator hai ya transaction bhi karte hain?+

Sirf calculator + advisory + branding suite. Transaction execution aap apne existing AMC platform (CAMS/Karvy/NJ/FundsIndia) ya MF Utility se hi karenge. Hum aapko deta hain: client conversation toolkit + branded reports + advisory documentation. Execution layer alag rahega.

Multiple firms / branches hain, multi-user kaise hota hai?+

MFD Pro (₹1,499/yr) single firm + single admin hai. Multi-branch / multi-user / 10+ team licensing ke liye custom quotation — WhatsApp pe contact karein.

EUIN / COP / IRDAI credentials add ho sakte hain?+

Haan — multi-credential support Pro me built-in. Primary credential ARN (mandatory for MFDs), secondary me EUIN (Employee Unique Identification), tertiary me COP (Certificate of Practice), aur agar aap insurance bhi karte hain to IRDAI license #. Multi-discipline advisors ke liye perfect.

White-label me apna logo aur color customize hota hai?+

Pure white-label — (1) Firm logo upload (PNG/SVG accepted), (2) Custom theme color — primary + accent shade choose karein (default royal blue + emerald), (3) Custom domain — apni website ke subdomain (e.g., calc.yourfirm.com) pe host karein. Client kabhi MFDTools brand nahi dekhega.

Apni website pe kaise host karein?+

Activation ke baad aapko single HTML file mil jati hai (already branded with aapki details). Steps: (1) Apni hosting (cPanel/Hostinger/GoDaddy) ke File Manager me upload, (2) Filename rakho `calculator.html` ya `tools.html`, (3) Apni website se link karo. Done. No database, no server-side code. Static hosting kaafi hai. Client browser me sab kuch run hota hai.

Client data secure hai?+

100% — har calculation browser me hi run hoti hai. Client ki SIP amount, naam, mobile — kuch bhi server pe nahi jaata. PDF aapke device pe banta hai. DPDP Act 2023 compliant. Sirf admin builder me firm details Supabase pe stored (encrypted at-rest). Client data ka koi central database nahi.

Apni firm ka brand,client ka bharosa.