MFDs का SETUFree Financial Toolkit
📚 Resources

Everything an Indian MFD needs — free, plain-English, ready to use.

Playbook eBooks written by an active MFD. Client-ready branded explainer PDFs. Glossary, scripts, FAQs and an integrations guide.

✨ Available now

Free MFD resources

Free eBook
📚
The MFD Playbook
Four eBooks for MFDs — "Your First 100 Clients" (13 pages), "Building AUM to ₹10 Cr" (15 pages), "Compliance-first MFD Practice" (26 pages, rules as on 29 October 2026) and "From Practice to Firm" (22 pages). Drafted by an AMFI-registered MFD active since 2009.
📥 PDF and web · English
Branded
📄
Client Explainer PDFs
Ready-to-share explainers on SIP, SWP vs IDCW and XIRR vs CAGR — with your name, ARN and designation stamped automatically.
📄 3 explainers · Branded PDF
75+ terms
📖
MFD & MF Glossary
Every mutual fund term explained in plain English — SIP, XIRR, CAGR, ELSS, TER, LTCG, KYC and 70 more. Copy any definition and share on WhatsApp when a client asks "yeh kya hota hai?".
🔍 Searchable · WhatsApp-ready
23 scripts
🎯
Client Objection Scripts
Ready-to-copy WhatsApp scripts for the questions MFDs hear daily — market falls, withdrawals, nomination, trust. Copy, replace client name, send.
💬 Copy · WhatsApp-ready · English + Hindi
83 Q&A
📚
83 Client FAQs
Every question clients WhatsApp you daily — SIP, tax, KYC, redemption, life events — pre-written honest answers in your MFD voice. Search, copy, forward.
🔍 83 Q&A · Search · Copy · English + Hindi
7 matrices
📊
Product Comparison Matrix
Side-by-side facts — SIP vs Lumpsum, Direct vs Regular, Growth vs IDCW, FD vs Debt MF, SWP vs IDCW. How each works, costs and is taxed — no verdicts.
📊 7 side-by-side · Facts only · English + Hindi
5 life stages
🧬
Investment Journey Maps
Life-stage conversation guide — 22-30, 30-40, 40-50, 50-60, 60+. Milestones, common mistakes and the questions to ask each client.
🧬 5 stages · Checklists · English + Hindi
Live
🔌
Integrations Guide
How Aumsetu output moves into PDFs, spreadsheets, print and other tools your practice already uses. Current integrations + roadmap.
🔗 5 live · 6 planned
🚧 In development

More on the way

Need help right now?

Reach the Aumsetu team on WhatsApp or email — we usually respond within a few hours.