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
60+ scripts
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Client Objection Scripts
Ready-to-copy WhatsApp scripts for the objections MFDs hear daily — market crash, FD better, tax, ELSS vs PPF, small cap. Copy, replace client name, send in 30 seconds.
💬 Copy · WhatsApp-ready · English + Hindi
100 Q&A
📚
100 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.
🔍 100 Q&A · Search · Copy · English + Hindi
12 matrices
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Product Comparison Matrix
Side-by-side matrices for every "which is better?" question — SIP vs Lumpsum, Direct vs Regular, ELSS vs PPF vs NPS, FD vs Debt MF, SWP vs IDCW. Clear verdict + WhatsApp share.
📊 12 head-to-head · Verdict · English + Hindi
5 life stages
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Investment Journey Maps
Life-stage playbook — 22-30, 30-40, 40-50, 50-60, 60+. Ideal allocation, milestones, common mistakes, and WhatsApp-ready summary you can send to any client based on their age.
🧬 5 stages · Allocation + SIP · English + Hindi