MFD Pro Toolkit
2026 Edition
Run a Premium Advisory Practice With 300 Professional Tools
The complete operating system for Mutual Fund Distributors, Wealth Advisors and Financial Planners — 27 modules covering KYC, SIP tracking, commission reconciliation, compliance, portfolio reviews and client reporting.
One-time payment · Lifetime access · 94% off launch pricing
⏰ Offer Expires In:
⭐ 4.9/5 from 2,400+ Indian advisors
Professional Tools
Advisory Modules
Client Ebooks
Advisors Onboard
The Reality
Why most MFD practices leak money and time
Every disorganized system quietly costs you commission, compliance safety and client trust.
Commission Leaking Without Tracking
Trail income from multiple AMCs, different payout dates, TDS deductions — most MFDs lose 15-25% of commission income to disorganized tracking.
SEBI/AMFI Compliance Anxiety
NISM renewal deadlines, ARN compliance, KYD requirements, mis-selling checklists — one missed compliance can mean ARN suspension or SEBI action.
Client Records in Complete Chaos
KYC documents in email, SIP details in WhatsApp, client goals in memory — no organized CRM means missed renewals and forgotten follow-ups.
No Professional Portfolio Review System
Clients ask for portfolio performance and you spend 3 hours compiling data from multiple sources with no structured review template.
Looking Like a Hobby, Not a Business
No professional proposals, no client education ebooks, no structured onboarding — clients don't see you as a premium advisor worth more fees.
The Shift
From scattered spreadsheets to a systemised practice
❌ Without the toolkit
- ✕Commission from multiple AMCs tracked manually
- ✕AMFI/SEBI compliance deadlines missed constantly
- ✕Client KYC documents scattered in email/WhatsApp
- ✕No structured portfolio review — clients dissatisfied
- ✕SIP bounce and renewal reminders forgotten
- ✕HNI clients not managed with appropriate tools
- ✕No client education material — low trust authority
- ✕Looking informal — missing premium practice feel
✅ With the toolkit
- ✓16 commission tools — every rupee tracked precisely
- ✓Complete SEBI/AMFI compliance module — zero anxiety
- ✓Client CRM — all KYC, goals, SIPs organized perfectly
- ✓Portfolio review templates — professional client meetings
- ✓Automated SIP bounce and renewal reminder system
- ✓HNI client database — manage high-value relationships
- ✓14 client education ebooks — become the trusted expert
- ✓Premium practice — command higher fees confidently
How It Works
Live in under 5 minutes
Pay ₹299 — Once
Secure payment via UPI, card, or netbanking. Complete toolkit delivered to your email and order confirmation page immediately after payment. No waiting.
⏱ 60 seconds
Download All 300 Tools
Access 27 modules instantly — client KYC forms, SIP trackers, commission dashboards, compliance checklists, portfolio review templates, client education ebooks, and MIS reports. All organized.
⏱ Access in 2 minutes
Run a Premium Advisory Practice
Open any module, add your firm name, AMFI ARN number, and start using today. Client onboarding, SIP management, commission tracking — all professional from your very next client meeting.
⏱ Professional from Day 1
Inside The Toolkit
27 modules. 300 ready-to-use tools.
Browse module by module — every tool is built for Indian mutual fund distribution and advisory.
👥 Client Onboarding & KYC
14 ToolsTool Previews
See the actual dashboards you'll be using
Every module ships pre-built with formulas, dashboards and client-ready formatting.
Onboarding & KYC
Client KYC & Onboarding Tracker
PAN, Aadhaar & FATCA status for every client in one sheet with live status dashboard.
SIP Tracking
SIP Book Master Tracker
Live SIP book value, monthly inflow, XIRR and stopped-SIP alerts across all AMCs.
Commission
Trail Commission & Brokerage Calculator
AMC-wise payout reconciliation with trail rates, brokerage and YTD income summary.
Portfolio Review
Portfolio Review & Rebalancing Dashboard
Current vs target allocation, drift alerts and auto rebalance actions per holding.
Goal Planning
Financial Goal Planning Calculator
Retirement, child education & corpus projection with inflation-adjusted monthly SIP.
Compliance
SEBI / AMFI Compliance Checklist
96 audit checkpoints with owner, due dates, evidence log and compliance score.
CRM
Client CRM & Follow-Up Tracker
Leads, calls, meetings, renewal reminders and a live conversion pipeline funnel.
MIS Dashboard
Advisory Business MIS Dashboard
AUM, net sales and client growth trends with YoY comparison in one control panel.
Research
Mutual Fund Comparison & Research Sheet
Side-by-side scheme scoring on returns, expense ratio, Sharpe and star ratings.
Risk Profiling
Client Risk Profiling & Suitability Form
Scored questionnaire, risk meter and recommended asset allocation output.
Taxation
Capital Gain & Tax Harvesting Calculator
LTCG / STCG with indexation, gain-type tagging and year-wise tax payable chart.
HNI Reporting
HNI Client Wealth Report
Consolidated family portfolio statement with net worth, XIRR and asset treemap.
Business Growth
AUM Growth & Net Sales Tracker
Month-on-month AUM waterfall, inflow vs redemption and YTD growth metrics.
Insurance
Insurance Need Analysis & Policy Tracker
Coverage gap analysis, premium split and renewal-date tracking for every policy.
Profitability
MFD Business P&L and Expense Tracker
Income, category-wise costs, net profit and monthly margin trend for your practice.
Real Tool Previews
15 important tools — real dashboard screenshots
Exactly what you'll open in Excel or Google Sheets. Formula-ready, fully editable, client-facing.
Onboarding & KYCClient KYC & Onboarding Tracker
PAN, Aadhaar & FATCA status for every client in one sheet with a live status dashboard.
SIP TrackingSIP Book Master Tracker
Live SIP book value, monthly inflow, XIRR and stopped-SIP alerts across all AMCs.
CommissionTrail Commission & Brokerage Calculator
AMC-wise payout reconciliation with trail rates, brokerage and YTD income summary.
Portfolio ReviewPortfolio Review & Rebalancing Dashboard
Current vs target allocation, drift alerts and auto rebalance actions per holding.
Goal PlanningFinancial Goal Planning Calculator
Retirement, child education & corpus projection with inflation-adjusted monthly SIP.
ComplianceSEBI / AMFI Compliance Checklist
96 audit checkpoints with owner, due dates, evidence log and compliance score.
CRMClient CRM & Follow-Up Tracker
Leads, calls, meetings, renewal reminders and a live conversion pipeline funnel.
HNI ReportingHNI Client Wealth Report
Consolidated family portfolio statement with net worth, XIRR and asset allocation.
Investment EbooksSmart Investing Guide 2026
Premium client education ebook — share with every new investor to build trust.
MarketingSocial Media Content Calendar
Monthly post planner with platform tags, engagement KPIs and reach analytics.
MIS DashboardAUM Growth & Net Sales Tracker
Month-on-month AUM waterfall, inflow vs redemption and YTD growth metrics.
ProfitabilityMFD Business P&L and Expense Tracker
Income, category-wise costs, net profit and monthly margin trend for your practice.
ResearchMutual Fund Comparison & Research Sheet
Side-by-side scheme scoring on returns, expense ratio, Sharpe and star ratings.
Risk ProfilingClient Risk Profiling & Suitability Form
Scored questionnaire, risk meter and recommended asset allocation output.
Goal PlanningRetirement Planning Calculator
Corpus projection with inflation-adjusted SIP and years-to-retirement modelling.
Instant download · Lifetime access · Works in Excel & Google Sheets
Value Check
What advisors normally pay every single year
| Requirement | Typical Market Cost | This Toolkit |
|---|---|---|
| CRM Software | ₹15,000–₹60,000/yr | ✅ 14-Tool CRM (₹299) |
| Commission Tracking | ₹5,000–₹20,000/yr | ✅ 16 Commission Tools |
| Compliance Management | ₹10,000–₹30,000/yr | ✅ 16 SEBI/AMFI Tools |
| Portfolio Review System | ₹8,000–₹25,000/yr | ✅ 16 Portfolio Tools |
| Goal Planning Software | ₹5,000–₹15,000/yr | ✅ 18 Planning Tools |
| Client Education Ebooks | ₹500–₹2,000 each | ✅ 14 Ebooks Included |
| Marketing Tools | ₹3,000–₹10,000/yr | ✅ 14 Marketing Tools |
| Total | ₹46,500 – ₹1,62,000 / year | ₹299 once |
Who It's For
Built for every kind of Indian advisor
Mutual Fund Distributor (ARN Holder)
Complete client KYC, SIP tracking, commission management, and AMFI compliance — run your entire MFD practice professionally
Wealth Advisor & Financial Planner
Goal planning tools, portfolio review templates, HNI client management, and client education ebooks — premium advisory
New ARN Holder (First Year)
MFD career plan, startup cost estimator, 90-day launch plan, client base building checklist — everything to start right
Senior MFD Scaling Up
Team management tools, sub-distributor commission tracking, multi-AMC management, and agency growth roadmap — scale faster
HNI & Wealth Management Specialist
HNI client database, PMS/AIF trackers, family office tools, and structured product advisory — manage high-value relationships
NRI Investment Specialist
NRI client database, NRE/NRO trackers, NRI taxation advisory, documentation checklist — India's only NRI-specific module
Digital-First Young Advisor
Social media tools, WhatsApp campaigns, digital KYC, video consultation setup — build your practice through digital channels
Insurance + MFD Cross-Sell Specialist
Cross-sell opportunity tracker, insurance combo advisory sheets, multi-product commission consolidator — maximize revenue
Bank/NBFC Relationship Manager
Bancassurance trackers, corporate client tools, partnership network management, and institutional client systems
Advisor Results
2,400+ advisors already run on this system
"I've been an MFD for 8 years and managing commission from 7 AMCs was a constant headache. The commission tracking module — all 16 tools — reconciled my entire income in one afternoon. Found ₹18,000 in pending trail that I hadn't claimed. Toolkit paid for itself 60x on Day 1."
Rajesh K.
MFD | Mumbai | ₹18 Crore AUM · 180 Clients
"AMFI compliance was my biggest anxiety. The 16-tool compliance module covers NISM renewal, ARN compliance, KYD requirements, mis-selling prevention — everything. My last AMFI audit was the smoothest in 6 years of practice. Completely organized."
Priya S.
Wealth Advisor | Delhi | ₹12 Crore AUM · 120 Clients
"The SIP tracking module has 18 tools. I was managing 340+ active SIPs in a WhatsApp notebook. Now everything — SIP amounts, renewal dates, bounce alerts, NACH mandates — is in one dashboard. Client satisfaction went up dramatically."
Amit T.
MFD | Bengaluru | 340+ Active SIPs · 95 Clients
"First year MFD here. The 90-day business launch plan, startup cost estimator, client base building checklist, and 'New MFD Success Guide' ebook gave me a complete roadmap. Built 45 clients and ₹3.2 Crore AUM in my first year."
Sneha D.
New ARN Holder | Pune | Year 1 · ₹3.2 Crore AUM
"The HNI client management module is outstanding. I manage 12 HNI clients with AUM above ₹50 lakhs each. The HNI database, PMS referral tracker, and family office coordination tools are exactly what premium client service requires."
Vikram N.
Wealth Manager | Hyderabad | ₹32 Crore AUM · 12 HNI Clients
"The goal planning tools are client-facing game-changers. The retirement calculator, child education goal tool, and FIRE calculator — I now run structured 30-minute financial planning sessions. Clients are convinced and SIP amounts increased 40%."
Meera R.
Financial Planner | Jaipur | ₹9 Crore AUM · 80 Clients
"Running a 4-person advisory team. The team management module, sub-distributor commission split tracker, and team AUM dashboard helped me scale from solo advisor to agency in 18 months. Our combined AUM crossed ₹45 Crore."
Arjun P.
MFD Agency Owner | Chennai | ₹45 Crore AUM · 4 Advisors
"The 14 client education ebooks are premium quality. I share the SIP guide, retirement planning ebook, and ELSS guide with every new client. It positions me as the expert advisor — not just a form-filling distributor. Referral rate doubled."
Divya L.
Wealth Advisor | Kolkata | ₹15 Crore AUM · 95 Clients
"NRI client specialist. The NRI module — NRI database, NRE/NRO tracker, NRI taxation advisory, time-zone aware communication log — is the only India-specific NRI advisory toolkit I've ever found. Serving 22 NRI clients across US, UK, and UAE now."
Ananya B.
NRI Investment Specialist | Ahmedabad | 22 NRI Clients · ₹8 Crore AUM
Quick Check
Tick what applies to your practice
If you tick even three of these, the toolkit pays for itself in your next client meeting.
Tick the ones that sound familiar.
FAQ
Everything advisors ask before buying
You receive 300 professional tools across 27 modules: Client Onboarding & KYC (14), SIP & Investment Tracking (18), Commission & Trail Income (16), Portfolio Review (16), Financial & Goal Planning (18), Fund Research (14), Client CRM (14), SEBI/AMFI Compliance (16), Business Financial Management (14), Team & Sub-Distributor Management (14), Marketing & Social Media (14), HNI & Corporate Services (12), Insurance & Cross-Sell (10), MIS Dashboards (8), New MFD Startup (10), Multi-AMC Management (8), NRI Client Services (6), Referral Network (10), 14 Client Education Ebooks, 10 Social Media Design Templates, and 5 more specialized modules.
Pricing
One payment. Lifetime access.
No subscription, no per-user fee, no renewal. Your whole team can use it.
MFD & Wealth Advisor Pro Toolkit 2026
300 tools · 27 modules · 14 ebooks · MIS dashboards
One-time · Instant download
- ✓300 Ready-to-Use Professional Tools
- ✓14-Tool Client KYC & Onboarding Module
- ✓18-Tool SIP & Investment Tracking Module
- ✓16-Tool Commission & Trail Income Tracking
- ✓16-Tool Portfolio Review & Rebalancing
- ✓18-Tool Financial & Goal Planning
- ✓16-Tool SEBI/AMFI Compliance Module
- ✓14-Tool Client CRM & Relationship Management
- ✓12-Tool HNI & Corporate Client Services
- ✓14 Client Education & Investment Ebooks
- ✓8 MIS & Analytics Dashboards
- ✓NRI Client Services Module
- ✓Team & Sub-Distributor Management
- ✓New MFD Startup & Career Building Tools
- ✓Marketing, Social Media & Campaign Tools
- ✓Instant Download · Entire Team Can Use
- ✓One-Time ₹299 · Lifetime Access
⏰ Offer Expires In:
⏰ Launch pricing ends soon
Start running a premium advisory practice today
300 professional tools, 27 modules and 14 client ebooks — delivered to your inbox the moment your ₹299 payment goes through.
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