29 tools and resources, grouped, all free for verified Circle members. Every PDF you generate carries your firm branding and the Verified Aumsetu trust chip. Enter your MFD Key once — everything unlocks on this device.
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 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 take effect 1 September 2026.
Open toolUpload CAMS/KFintech CAS — get portfolio health, scheme ratings, asset allocation. Fully client-side.
Open toolSEBI-style 10-question client risk assessment. Auto asset-allocation recommendation. Branded PDF.
Open toolInvestment, Insurance, Retirement, Tax & Comprehensive proposal builder. 5-page branded PDFs.
Open toolLife-stage plan combining SIP, insurance, retirement corpus, legacy. Family planning conversation starter.
Open toolIdentify lapsed SIPs, illustrate on past NAV data how one would have continued, and size a restart plan to the original goal. A structured review conversation.
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 resourceTop hundred questions clients ask — with plain-English answers, ready to WhatsApp or paste.
Open resourceMF vs FD vs PPF vs NPS vs Insurance — side-by-side comparison sheet for client conversations.
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 resourceA 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. Helps you counsel clients honestly.
Open toolCompute the true irregular-cashflow return on a client’s portfolio. Branded PDF for review.
Open tool