One Platform,
Infinite Opportunities
for Mutual Fund Distributors
Join SimpliMF's fastest-growing network—onboard clients, track investments, and manage portfolios effortlessly from one platform.
Trusted by 200+ Mutual Fund Distributors
Work from anywhere, at anytime, and lead yourself and others towards financial freedom.
100%Remote and
Flexible
Why Start Mutual Fund Distributorship?
Tap into India's booming mutual fund industry and unlock financial growth!
18% CAGR
The mutual fund industry is growing rapidly and is set to exceed ₹148 lakh crore by 2030
₹64.5 lakh Crore
Industry's Assets Under Management as of January 31, 2025, it has more than doubling from ₹27.86 lakh crore five years earlier
₹250 Minimum SIPs
SEBI proposes SIPs from ₹250 (~$3) to boost financial inclusivity and attract small-city investors
135% Surge in Net Inflows
Net inflows rose 135%, and AUM grew 39% last year, fueled by retail participation and economic optimism.
SimpliMF’s Extensive Features
Scalable, secure, and future-ready technology to power your business growth!
End-to-End Client Relationship Management & Onboarding
- CRM module for client profiles, meetings, follow-ups, and interaction history
- Sales pipeline tracking for lead management
- Seamless onboarding with PAN & KYC verification
- Automated risk profiling for tailored investment recommendations
Employee Management &
Role-Based Access
- Create and manage employee accounts with role-based access controls
- Assign clients, monitor tasks, and track employee performance
- Employee-wise business contribution tracking with performance reports
Scheme Exploration &
Research Module
- Discover mutual funds via filters, performance analysis & comparison tools
- Real-time scheme data via third-party APIs
- Shortlist schemes & create watchlists for tracking
- Align fund recommendations with client risk profiles & market trends
Reporting &
Advanced Analytics
- Generate reports for distributors & clients: portfolios, transactions & capital gains
- Interactive dashboard for AUM growth, client performance & scheme distribution
- Track commission payouts & analyze employee contributions
Transaction Processing &
Mandate Management
- Execute mutual fund transactions through integrated RTA APIs
- Process one-time & recurring transactions with real-time updates
- Automate SIP registration, mandate creation, renewals & cancellations
- Integrate secure payment gateways for seamless transactions
What We Offer
SimpliMF empowers you to scale your business to the next level
Business Growth Tools
Acquire clients, grow AUM, and retain investors with SimpliMF.
Operational Efficiency
Automated workflows help serve more clients with fewer resources.
Compliance Support
Streamlined processes ensure regulatory adherence & credibility.
No Empanelment Hassle
Direct integration removes the need for multiple empanelments.
Testimonials
What Our Customers are Saying
FAQ’S
Got questions?
Get the answers to your questions about SimpliMF.