For solo MFDs · Free forever tier

The complete toolkit for the individual MFD.
Save 10+ hours every week.

You're running a one-person practice serving 50-500 clients. Every hour matters. MFDTools automates the professional deliverables that used to eat your evenings — so you can focus on relationships, not paperwork.

Start Free See Pricing
The Problem

Three pain points every solo MFD lives with

You know these. You've felt them last week. Here's what they actually cost you.

Manual PDF creation eats your evenings

Every client meeting produces 2-3 calculation requests. You open Excel, type formulas, screenshot, paste into Word, format headers with your firm name, save as PDF. Repeat for every client.

Time lost: ~15 hours / week

Inconsistent branding on client outputs

Some PDFs have your logo, some don't. Different fonts, different colors, mismatched addresses. Clients notice. Your professional image takes a hit every time you send something that looks improvised.

Impact: Lost trust & conversions

No system for regular client engagement

Clients call once, buy once, then forget you exist. No touchpoints, no periodic updates, no reason to remember your firm when their friend asks for an MFD recommendation. Referrals dry up.

Business impact: Zero organic growth
The Transformation

Before MFDTools vs. after MFDTools

Same MFD, same clients, same practice. Just a different toolkit.

Before MFDTools

Manual, scattered, exhausting

  • Excel for calculations — 20 minutes per client, prone to formula errors
  • Word/Canva for PDFs — manual firm name, ARN, address every time
  • Templates from WhatsApp forwards — outdated tax slabs, wrong PPF rates
  • Client documents mixed in Google Drive — 20 minutes to find last month's report
  • Investment proposals typed manually — 2 hours per proposal, inconsistent format
  • Legal documents from Google — questionable accuracy, no formatting standard
  • No structured client engagement — clients forget you between transactions
After MFDTools

Automated, unified, professional

  • 50+ purpose-built calculators — 2 minutes per calculation, formula-verified
  • Auto-branded PDFs — firm name, ARN, logo embedded automatically
  • Always current data — updated tax slabs, PPF rates, market conventions
  • Client portal (Pro) — all client reports organized under your custom URL
  • Smart proposal wizard — 15 minutes per proposal, consistent format
  • 55+ legal document templates — Will, POA, Affidavit, all format-perfect
  • WhatsApp share integration — every output shareable in one tap
A day in your practice

What Tuesday morning looks like with MFDTools

Four typical MFD workflows, each condensed from 30 minutes into 3 minutes.

9:15 AM

Client calls: "Can I retire at 55?"

Open Retirement Corpus calculator. Enter age, target corpus, expected returns. Generate branded PDF. WhatsApp share.

Retirement Calculator
11:00 AM

New client meeting

Show them SIP scenarios live on your tablet. Toggle Hindi. Generate proposal PDF with your logo. Print or email.

SIP Calculator
2:30 PM

Existing client: portfolio review

Upload their CAS file. Get complete portfolio breakdown, asset allocation, XIRR, category-wise performance. Review notes.

CAS Analyzer
4:45 PM

Elderly client needs a Will

Open Will template. Fill in family details, assets, executor. Format-perfect legal document, ready to notarize.

Will Template
Everything you need

The complete stack for a modern MFD practice

Purpose-built products, seamlessly integrated. Not a toolkit — a system.

Financial Calculators

50+ calculators covering every common client question. SIP, EMI, PPF, NPS, Retirement, Insurance, Tax — every calculation formula-verified against Indian tax law and market conventions.

Explore calculators →

Legal Document Templates

55+ ready-to-use templates for Wills, Power of Attorney, Affidavits, Nomination forms, Gift Deeds, and more. Auto-populate from client details, download as print-ready PDF.

Browse templates →

Smart Client Proposals

Convert a 2-hour manual proposal task into a 15-minute wizard. Investment plans, insurance proposals, retirement plans — all with structured templates, market data, risk profile, and your branding.

Try proposals →

CAS Analyzer

Upload any CAMS/KFin CAS, get instant portfolio intelligence — allocation, XIRR, category performance, top/bottom performers, expense ratios. Review any client's portfolio in 60 seconds.

Analyze a CAS →

SEBI-Standard Risk Profiler

10-question SEBI-aligned risk assessment. Auto-scored, categorized as Conservative/Moderate/Aggressive, with recommended asset allocation. Signed declaration PDF included.

Profile a client →

Client Portal (Pro)

Your own branded portal at yourfirm.mfdtools.com. Clients access all their reports, calculations, and documents in one place. Reinforces your firm's professionalism 24/7.

Upgrade to Pro →
The professional-looking PDF changes the client conversation. When they receive a branded report with your firm's name, they treat you as an advisor — not a salesperson. That's the shift MFDTools enables.
MT
The MFDTools Philosophy
Built by an active MFD, for active MFDs
Questions from MFDs

Common questions from solo advisors

I'm just starting my MFD practice. Is this worth it for me?
Absolutely — arguably more valuable when you're starting. The Free tier gives you professional-grade tools from day one, so your first 10 clients see the same polish as an established firm's clients. Nothing accelerates trust faster than a clean, branded deliverable in your first meeting.
How is this different from MyCAMS/Karvy or my AMC portal tools?
AMC and RTA portals are transactional — they let you place orders and view NAVs. MFDTools is advisory — it gives you the presentation layer that clients see. Retirement plans, SIP projections, portfolio reviews, legal documents. Different problem, different solution. You use both.
I already use Excel and it works fine. Why switch?
Excel works, but every calculation costs you 15-20 minutes of formatting to produce something client-ready. Across 100 clients a year, that's 30+ working hours. MFDTools makes each output a 2-minute task with better formatting than Excel could produce. Excel doesn't go away — MFDTools handles what Excel isn't good at.
Do I need to be tech-savvy?
No. If you can use WhatsApp, you can use MFDTools. Every screen is designed for advisors, not developers. Most MFDs are productive within 5 minutes of first opening the platform. For Pro tier setup (custom domain, logo), we handle it in a 30-minute WhatsApp session.
What if I only serve Hindi-speaking clients?
Perfect fit. Every calculator, every PDF, every proposal has a Hindi/English toggle. Client sees the report in their preferred language. You can prepare in one language and share in the other. No other platform in India offers this level of Hindi support for financial advisory.
Can I use MFDTools while offline?
Yes for calculators and documents. Once you've visited a calculator online, it's cached — you can use it in flight mode, in low-connectivity areas, or offline for extended periods. Portal features (client dashboard, CAS Analyzer) need internet since they use backend services.
What's stopping my competitor from using this too?
Nothing — and that's the point. In 2 years, professional deliverables will be the baseline expectation from Indian clients. You either get ahead now or catch up later. Being an early adopter means your practice looks 3 years more mature than practices adopting later.

Ready to reclaim your evenings?

Start with 50+ calculators and 55+ legal documents. Free forever. No credit card required.

Start Free See Pricing