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End to end MF solutions
Optimised business operations
Comprehensive Financial Planning
Build your brand
Worry free compliance
Billing and invoice automation
360° Wealth management
Digital storefront
Investment Research
Unlock success with IFANOW app
Business Intelligence
Portfolio Management

End to end MF solutions

Optimised business operations
Comprehensive Financial Planning
Build your brand
Worry free compliance
Billing and invoice automation
360° Wealth management
Digital storefront
Investment Research
Unlock success with IFANOW app
Business Intelligence
Portfolio Management
End to end MF solutions
Optimised business operations
Comprehensive Financial Planning
Build your brand
Worry free compliance
Billing and invoice automation
360° Wealth management
Digital storefront
Investment Research
Unlock success with IFANOW app
Business Intelligence
Portfolio Management

Array of reports

Smoothly run your mutual fund analysis with our advanced filtering and reporting tools. Say goodbye to the chaos of tracking and analyzing investments - with our platform, you can easily download and share summary reports, making it simple to keep your clients informed. Trust us to make mutual fund analysis a breeze!

Array of reports
Bulk report sending

Bulk report sending

No more tedious manual report sending – simply schedule reports to be sent to your clients on a regular basis, and let us handle the rest. Streamline your workflows and grow your business with ease!

Mutual fund research tools

Access comprehensive mutual fund research tools, including factsheets, trend analysis, screener, fund comparison, and various calculators, to make informed investment decisions and build successful portfolios.

Mutual fund research tools
Business Intelligence

Business Intelligence

The Business intelligence tool (complete with a DIY report- building feature) will help you turn raw data into meaningful information and make data-driven decisions that drive growth. From AUM and SIP growth reports to portfolio analysis, performance, and financial goals progress, you'll have everything you need to make informed decisions and take your business to the next level.

Factsheets

MF Factsheet is your one-stop shop for every information you need about mutual funds! From market indices tracking to rolling returns, our comprehensive tool has you covered. And with the PDF download feature, you can share your custom- branded factsheets with your clients in a snap.

Factsheets
Sub-broker management

Sub-broker management

Whether you have already built a successful sub-broker business and now planning to scale or planning to build one from scratch.

Look no further! Build and grow your sub-broker network while we do the heavy lifting. Setup brokerage structure, import brokerage files, view commission structure, calculate payouts and take advantage of the powerful built-in brokerage analytics feature.

Robust back office with
auto data upload

Effortlessly streamline your back office tasks with our portfolio statement generator and hassle-free MF reconciliation process. Plus, our expert team is here to help you every step of the way. Simplify your work and focus on your business with our powerful tools.

Robust back office with
MIS

MIS

Unlock the power of your data with the end-to-end analytics provided by us. We identify trends, root causes, and opportunities, and provide a complete picture of important metrics. Let us help optimize your processes and uncover hidden upsell / cross-sell opportunities, so you can focus on the important tasks.

Self client onboarding

Looking to streamline onboarding and account management? We have got you covered. Now collect KYC information, open investment accounts, obtain e-mandates, and provide secure access for your clients. Your clients will love the simple sign-up and login process.

Self client onboarding
MIS

MF Toolkit

Discover the future of Mutual Fund transactions with IFANOW! Now integrated with MFU, our platform offers unparalleled simplicity and efficiency. Activate MFU transactions in just a few steps and enjoy seamless Purchase, Switch, Redemption, SIP, SWP, and STP services. Your one-stop solution for all Mutual Fund needs!

SIGN UP TODAY WITH IFANOW,
AND FIND OUT HOW WE SOLVE FINANCE FOR YOU.

Sign up with IFANOW