📚 The MFD Playbook

Field-tested playbooks. Written by an MFD, for MFDs.

Practical playbooks for Indian MFDs — frameworks, scripts, and rituals for building a modern MFD practice. No jargon, no filler, 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 · Ready to download
Your First 100 Clients.
A step-by-step guide.
🌱 Starter

How to acquire your first 100 clients — without paid ads.

The exact playbook to build your first 100-client MFD base in a small town or a metro. Referral scripts, family-first outreach, WhatsApp funnels, and how to convert a chai-time conversation into a first SIP.
  • Chapter 1: Why "family first" is the fastest growth engine
  • Chapter 2: The 5-message WhatsApp outreach that converts
  • Chapter 3: Handling the "market crash" objection (with 3 scripts)
  • Chapter 4: Turning a ₹500 SIP into a ₹50k SIP over 5 years
  • Chapter 5: When to say NO to a client (and why it grows AUM)
  • Chapter 6: Building a 90-day client acquisition sprint
6chapters
~25pages
~30 minread
Actionableframeworks
Instant download · Runs in your browser · No servers involved
MFD PLAYBOOK · VOLUME 2
Free eBook · Ready to download
Building AUM to ₹10 Cr.
Scaling with systems.
📈 Growth

Grow from 100 clients to ₹10 Cr AUM without burning out.

The systems, scripts and rituals that let you 10x your book without spending nights on Excel. Reviews at scale, wallet-share maximisation, SIP top-ups, HNI conversion, and referral flywheels.
  • Chapter 1: The compounding math that makes ₹10 Cr easier than ₹1 Cr
  • Chapter 2: Client segmentation — who deserves 80% of your time
  • Chapter 3: The quarterly review ritual (2-hour system)
  • Chapter 4: Wallet-share — capturing FDs, insurance, PF, and PPF
  • Chapter 5: SIP top-ups & step-ups (the silent AUM booster)
  • Chapter 6: HNI conversations — the 12 questions to ask
  • Chapter 7: Referral flywheel — 3 emails, 1 event, ₹1 Cr in referrals
  • Chapter 8: The 40-hour work week for a solo MFD
8chapters
~35pages
~45 minread
Advancedstrategies
Instant download · Runs in your browser · No servers involved
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?
Deepak Singla — an active MFD since 2009, founder of Unique Securities (Mandi Dabwali) and Aumsetu.com. Every framework has been field-tested in an actual practice serving 1,000+ families.
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?
Yes — Vol 3 ("Compliance-first MFD Practice") and Vol 4 ("The Family-Office Track — ₹10 Cr to ₹50 Cr AUM") are in the works. Follow us on WhatsApp (+91 95412 23377) for notification when they drop.
Ready