MFDs का SETUFree Financial Toolkit
📚 The MFD Playbook

Practice playbooks for MFDs. Drafted by an MFD.

Practical playbooks for Indian MFDs — frameworks, scripts and checklists for building a practice that grows and stays compliant. Each one as a PDF and as a web page. No email gate.

These are starter templates distilled from common practice patterns — adapt the numbers, scripts and ratios to your own region and client base.

MFD PLAYBOOK · VOLUME 1
Free eBook · PDF and web
Your First 100 Clients.
A step-by-step starter guide.
Edition of 30 October 2026
🌱 Starter

How to find and keep your first 100 clients — without paid ads.

A starter template for building your first client base in a small town or a metro: getting the basics right, starting with people who already trust you, WhatsApp messages that respect people, preparing clients for market falls, and a 90-day plan. Draft by Deepak Singla.
  • Chapter 1: Before your first client: get the basics right
  • Chapter 2: Start with the people who already trust you
  • Chapter 3: A five-message WhatsApp sequence that respects people
  • Chapter 4: Preparing clients for market falls (three scripts)
  • Chapter 5: Growing with the clients you already have
  • Chapter 6: When to say no to a client
  • Chapter 7: A 90-day plan for your first clients
7chapters
13pages (PDF)
Startertemplate
English
📖 Read Vol 1 online
Starter template · Adapt every number and script to your own practice
MFD PLAYBOOK · VOLUME 2
Free eBook · PDF and web
Building AUM to ₹10 Cr.
Scaling with systems.
Edition of 30 October 2026
📈 Growth

From 100 clients to ₹10 Cr AUM — without burning out.

The systems that let a solo MFD serve a growing book well: segmenting by review frequency, the quarterly review, the whole savings picture, step-ups the client chooses, first meetings with larger investors, introductions without rewards, and what changes when you hire. Draft by Deepak Singla.
  • Chapter 1: The compounding math of an existing book
  • Chapter 2: Client segmentation: review frequency, not service quality
  • Chapter 3: The quarterly review ritual
  • Chapter 4: The whole picture: FDs, insurance, PF and PPF
  • Chapter 5: SIP step-ups and top-ups
  • Chapter 6: First meetings with larger investors: 12 questions
  • Chapter 7: A referral system: three messages and one investor meet
  • Chapter 8: A 40-hour week for a solo MFD
  • Chapter 9: When you are no longer working alone
9chapters
15pages (PDF)
Startertemplate
English
📖 Read Vol 2 online
Starter template · Adapt every number and script to your own practice
MFD PLAYBOOK · VOLUME 3
Free eBook · PDF and web
Compliance-first
MFD Practice.
Every rule, with its source.
Rules as on 29 October 2026
⚖️ Compliance

The rules an MFD works under — in plain English.

Registration, renewals, commission and disclosure, the point of sale, KYC and nomination, social media and advertisements, records, complaints. Each rule names the SEBI or AMFI circular, paragraph and date it comes from. Draft by Deepak Singla.
  • Chapter 1: Distributor, not adviser
  • Chapter 2: Your registration: NISM, ARN and EUIN
  • Chapter 3: Your compliance calendar
  • Chapter 4: How you are paid — and what you must disclose
  • Chapter 5: At the point of sale
  • Chapter 6: Forms, KYC, nomination and payments
  • Chapter 7: What you say in public
  • Chapter 8: Records, data and confidentiality
  • Chapter 9: When something goes wrong
9chapters
92rules, each sourced
26pages (PDF)
English
📖 Read Vol 3 online
Not legal advice · Check the current circular before relying on any rule
MFD PLAYBOOK · VOLUME 4
Free eBook · PDF and web
₹10 Cr to ₹50 Cr AUM.
From practice to firm.
Edition of 30 October 2026
🏢 Firm

Team, structure and the rules that come with size.

Hiring certified staff, moving from a proprietorship to a firm, sub-distributors, the due-diligence thresholds for larger distributors, other products and the licence each needs, GST and TDS, systems and data, and succession. Practice advice as a starter template; rules with their sources. Draft by Deepak Singla.
  • Chapter 1: What changes between ₹10 Cr and ₹50 Cr
  • Chapter 2: Building a team
  • Chapter 3: From proprietorship to firm
  • Chapter 4: Sub-distributors and partners
  • Chapter 5: The rules that start to apply as you grow
  • Chapter 6: Beyond mutual funds: other products, other licences
  • Chapter 7: Tax, money and the business account
  • Chapter 8: Systems, data and security
  • Chapter 9: Succession and continuity
9chapters
22pages (PDF)
Ruleswith sources
English
📖 Read Vol 4 online
Not legal or tax advice · Check the current rules before relying on any of them
Rules change; the playbooks will too. Get each new edition, and circulars in 60 seconds, on the Aumsetu WhatsApp channel. Your number is not shown to the admin or to other followers. Join the channel
Common questions

Everything you'd want to know

Is it really free? Any hidden charges?
100% free. No credit card, no email required, no follow-up sales pitch. Click "Download" — the PDF opens in a new tab and saves to your Downloads folder within a second.
How does the download work if I don't submit an email?
The eBook is generated in your browser using jsPDF (open-source library). No server call, no data leaves your device. You get the complete PDF instantly.
Who wrote these playbooks?
Draft by Deepak Singla — an AMFI-registered Mutual Fund Distributor (ARN-76535) active since 2009, who runs Aumsetu.com as a personal initiative. Volumes 1 and 2 are starter templates — adapt them to your practice; Volume 3 lists the rules with their circulars and an "as on" date; Volume 4 mixes both, marking which is which. None of them is issued or reviewed by AMFI, SEBI or NISM.
Can I share these with my team or other MFDs?
Yes! Please share freely. That's the point — more MFDs following better practices = better outcomes for Indian investors. Just don't remove the "Aumsetu.com" attribution.
Will there be more volumes?
All four promised volumes are out, each as a PDF and a web page: Vol 1 "Your First 100 Clients", Vol 2 "Building AUM to ₹10 Cr", Vol 3 "Compliance-first MFD Practice" (rules as on 29 October 2026) and Vol 4 "₹10 Cr to ₹50 Cr AUM: From Practice to Firm". Each carries its date, and later editions will say what changed. To hear when a volume is updated, join the Aumsetu WhatsApp channel. Follow us on WhatsApp (+91 95412 23377) for notification when they drop.
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