33 tools and resources, grouped. The ones marked 🔒 open with your MFD Key; the rest are open to everyone. Only a verified member's PDFs carry a firm name and ARN. Enter your MFD Key once — it works on this device from then on.
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The whole household on one page — members, incomes, expenses, goals, and every existing investment mapped to the goal it will actually pay for. Save the plan as a file and reopen it at the next review.
Open toolUp to four children on one page — school fees year by year, graduation, post-graduation, career set-up and marriage. A monthly SIP, a one-time amount or both for each child, with step-up, what is redeemed at every goal, and a branded PDF proposal.
Open toolEvery goal a family has in one plan — retirement, education, marriage, a house. Risk profile and asset split worked out for you, and one monthly figure that funds all of it. New & Old Regime tax notes for FY 2026-27.
Open toolUpload a CAS — get a folio-by-folio nomination check for your client, plus a printable file their family can follow if the worst happens. SEBI’s revised nomination rules took effect on 1 September 2026.
Open toolUpload CAMS/KFintech CAS — see the holdings, asset allocation and nomination status. Fully client-side.
Open tool10-question risk-profile questionnaire. Indicative allocation for discussion. Branded PDF.
Open toolInvestment, retirement and tax proposal builder (insurance sections only for IRDAI-licensed users). Branded PDFs.
Open toolLife-stage plan combining SIP, insurance, retirement corpus, legacy. Family planning conversation starter.
Open toolA client stopped an SIP. Both paths — what happened and what would have happened had it carried on — replayed on the scheme’s real past NAV, the gap split honestly, and a restart sized in rupees with no forecast attached. Live now.
Open toolCorpus, monthly withdrawal and legacy in one plan. Says what SIP is needed — and what the current SIP buys.
Open toolBranded Instagram & WhatsApp posters. Firm name, ARN, mobile stamped automatically. PNG download.
Open toolTen questions, two minutes, a score out of ten. Send it to a client and they come back having found their own gaps — emergency fund, cover, nomination, retirement. Your name sits on top automatically.
Open toolEight questions, ninety seconds, no signup. The client learns what kind of investor they are — and you learn how to talk to them. English and Hindi. Your name sits on top automatically.
Open toolOld vs New Regime + capital gains + 80C/80D/80CCD. Client tax report in 2 minutes.
Open toolWhat a withdrawal plan really costs in tax. FIFO ledger, year by year, with the FD comparison.
Open toolUpload the client's CAS, mark what is being redeemed or switched, and see the exact long-term and short-term tax it triggers — FIFO, lot by lot.
Open toolOld Regime versus New, side by side, with the slab working shown. The plain answer to the question every client asks in January.
Open toolReal client objections + tested responses. Handle “market gir raha hai”, “expense ratio”, direct plan doubts.
Open resourceCommon questions clients ask — with plain-English, factual answers.
Open resourceSide-by-side facts on mutual funds, FD, PPF and NPS — features only, no verdicts.
Open resourceVisual life-stage roadmaps — 25/35/45/55 age brackets. Illustrate the “why now” conversation.
Open resourceEvery mutual-fund term explained in Hindi + English — SIP, XIRR, expense ratio, exit load, and more.
Open resourceTen exam-style questions drawn from a bank of a hundred and ten — SIP maths, compliance, current SEBI rules. A quick NISM Series V-A refresher for you, not for a client.
Open resourceEvery scheme’s facts in one place — NAV, reported and computed returns, calendar-year and rolling returns, AUM, expense ratio, exit load, holdings. No ratings, no recommendations. As a registered MFD you also get the category screener (1M to 10Y returns, AUM, expense, risk in one sortable table), a 4-scheme compare with one growth chart and holdings overlap, SIP what-if on real NAVs, and a corporate-style A4 fact sheet with your name on it.
Open toolTick one or more SEBI categories and read every scheme in one table — 1M to 10Y returns, AUM, expense ratio, risk figures and exit load. Sort, filter and save your screens. Facts as reported — no ratings, no recommendations.
Open toolDirect links to every AMC’s monthly factsheets. One-tap access — no digging through websites.
Open resourceClient onboarding forms, KYC checklists, ready-to-share brochures — everything in one place.
Open hubSixteen letters written for you and signed in your firm’s name — eight to welcome a new client, eight to ask an existing one for an introduction. English and Hindi, and each one comes three ways: an A4 letter to print, a WhatsApp message, or an email with its subject line. A compliance check runs on the finished wording, including after you edit it.
Open toolA page in your own firm’s name. Every amount against every horizon in one grid, figures in today’s money, SIP vs RD vs FD vs PPF, a scratchpad, your ARN renewal tracker — and a fresh branded WhatsApp message for your investors every day. No data.
Open toolYour directory listing, in your hands — address with an optional map, website, and the products you deal in. Name and ARN stay locked.
Open toolFresh SIP and lumpsum business every month, a working span you choose, honest attrition — and the number nobody else shows: the trail your book keeps paying after you stop working.
Open toolSee long-term earnings: MF trail commission vs insurance first-year commission — over 5, 10, 20 years. Understand your own earnings, and answer if a client asks what you earn.
Open toolCompute the true irregular-cashflow return on a client’s portfolio. Branded PDF for review.
Open tool