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Grow Your Business with SimpliFin.ai

AI-Powered Solution for Mutual Fund Distributors.

Leverage cutting-edge AI technology to automate financial goal planning, boost client engagement, and grow your MFD business.

Mutual Fund Distribution drives growth.

Increase your AUM With Us!

A mutual fund distributor assists by offering expert guidance on selecting suitable mutual fund schemes based on your financial goals, risk appetite, and investment horizon

Diversified Revenue Stream

Diversify your income stream with a diversified portfolio of mutual fund schemes.

Expanded Client Base

Offering mutual funds broadens your service portfolio, attracting clients looking for investment advice.

Client Retention

Providing ongoing investment support can strengthen long-term relationships and loyalty.

Scalable Business Model

With digital platforms, you can manage a large number of clients more efficiently and grow without needing extra resources.

Build Reputation as an Expert

By offering personalized mutual fund advice, you position yourself as a trusted financial advisor, enhancing your credibility.

Cross-Selling Opportunities

Mutual fund clients may need other financial products, opening doors for additional services.

What Makes Us Stand Out?

Assist Your Clients in Achieving Their Financial Goals

Experience the difference with our AI driven Mutual fund distribution solutions—innovative, personalized, and backed by reliable support.

AI/ML-Driven Goal Planning

Customized financial goal planning that aligns with each individual's unique objectives, risk tolerance, and financial situation.

Mutual Fund Transactions

Easily manage your mutual fund transactions online with convenience and simplicity, making investing smooth and hassle-free.

Client Analytics Dashboard

Track your clients' financial progress with detailed charts and analytics, providing a comprehensive view of their investment journey.

Digital Onboarding

Effortlessly onboard clients with a streamlined digital KYC process, ensuring full compliance and integration for a seamless experience.

Contextual AI Mutual Fund GPT

Real-time chatbot support to assist in creating campaigns and guiding your clients through the investment process effectively.

Secure & Compliant

Ensures security and compliance with Indian financial regulations for mutual fund distributors.

Smart Tools to Plan and Manage

Unmatched Innovation and reliable support

Equip yourself with smart tools to manage, plan, and optimise your Client's finances. Make informed decisions and help your clients stay on track toward their financial goals.

Consolidated View

Monitor all investments in one dashboard, with portfolios aggregated across platforms for easy tracking and advice.

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Consolidated View

Monitor all investments in one dashboard, with portfolios aggregated across platforms for easy tracking and advice.

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Portfolio Analyser

Track portfolio performance, assess risks, and uncover insights with real-time analytics to optimise your investments.

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Mutual Fund GPT

Get personalized mutual fund recommendations and instant answers to your queries using AI-powered insights.

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Plan, Identify, and Invest for Every Financial Milestone

With goal-based investing, empower your clients to set clear targets and achieve their financial goals with confidence

All In One Variable SIP

Manage all financial goals within a single, flexible plan tailored to each client.

Early Retirement SIP Plan

Secure your client's golden years with effective, future-focused retirement strategies.

Dream Home Planning

Help clients design and fund their ultimate dream home with smart investment plans.

Child Education Planning

Invest in your client’s child's future and provide them the gift of quality education.

Lavish Wedding Planning

Turn your client’s dream wedding into a reality with a comprehensive financial plan.

Dream Car Planning

Help your clients experience the joy of owning their dream car with strategic investments.

Emergency Reserves Goal

Build a safety net for clients, preparing them for unexpected life events with smart emergency funds.

Dream Vacation Planning

Make your client’s dream vacation a reality, ensuring financial goal planning for unforgettable adventures.

All In One Variable SIP

Manage all financial goals within a single, flexible plan tailored to each client.

Listen to What Our MFD Partners Say

Real Experience, Real Success.

Discover the impact we've made in achieving their financial goals.

With Simplifin.ai, we’ve seen a significant increase in client satisfaction. The ability to create personalized, goal-based plans with just a few clicks is amazing.

Prakash Patel – Ahmedabad

Simplifin.ai has streamlined our operations like never before. From client onboarding to fund recommendations, everything is seamless and efficient.

Siddharth Rao – Hyderabad

The intuitive dashboard and analytics offered by Simplifin.ai have become an integral part of our decision-making process. It’s like having an AI assistant at our side.

Anjali Das – Kolkata

Our clients appreciate the transparency and depth of the financial goal plans created through Simplifin.ai. It's a win-win for everyone involved.

Manoj Chawla – Chandigarh

Simplifin.ai has transformed the way we serve our clients. The AI-driven tools are incredibly intuitive and have helped us boost our mutual fund sales.

Rajesh Mehta – Mumbai

Thanks to Simplifin.ai, we can now offer personalized financial goal plans without any manual effort. Our clients love the transparency and ease of use.

Sneha Kulkarni – Pune

Simplifin.ai is a game-changer for our business. The automated financial goal planning feature saves us hours of work, allowing us to focus more on client relationships.

Amit Sharma – Delhi

The insights provided by Simplifin.ai are unmatched. The platform not only helps us track client progress but also identify new opportunities to optimize their investments.

Nisha Verma – Bangalore

Explore the wealth of Knowledge

Stay informed and empowered with expert tips

Our insightful blogs on finance, investment strategies, and market trends, latest industry insights to enhance your financial literacy

29 Jan 2024

Power of Compounding

While we all want to live in the present what we cannot deny is the inevitable future and all that it holds for us.

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26 Feb 2024

Opportunity Cost

Life will always offer opportunities. The ones you grab are the ones that will make the difference. We often quote it as the What if of the financial world.

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14 Mar 2024

Efficient Frontier

A good portfolio is more than a long list of good stocks and bonds. It is a balanced whole, providing the investor with protections and opportunities with respect to a wide range of contingencies “ — Harry Markowitz

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Our API Partners

Our AMC Partners

Got Questions? We’ve Got Answers!

Find quick solutions to your most common questions, right here!

How can Simplifin.ai help me grow my business?

What features are available for distributors on the platform?

Is there a fee to use Simplifin.ai as a distributor?

Can I track my client’s investments and goals through the platform?

How secure is the data on Simplifin.ai?

Is training provided to use the platform effectively?

How do I onboard my clients onto Simplifin.ai?

Who do I contact for support or queries?

SimpliFin.ai

Explore a wealth of knowledge with our insightful blogs on finance, investment strategies, and market trends. Stay informed and empowered with expert tips and the latest industry insights to enhance your financial literacy

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Copyright © 2024. All rights reserved SimpliFin.ai (Mindfinness Enterprises Pvt. Ltd.) is an AMFI Registered distributor of mutual funds (ARN-289523)
BSE STAR Membership ID: 62334.

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing. Past performance is not indicative of future performance.