CAMS & KFintech, loaded automatically
Mailback files are read and loaded for you, with daily NAVs and scheme data from AMFI. No unzipping or copy-pasting.
CRM for mutual fund distributors
Your entire MF book, updated automatically.
MFD Platform pulls your CAMS and KFintech mailback data straight from your inbox and turns it into a clean dashboard — clients, families, SIPs and transactions in one place. Built in India, for ARN holders.
15-day free trial · Plans from ₹999/year + GST · Data stored in India
app.mfdplatform.com — Dashboard
Total AUM₹48.6 Cr ▲ 2.1%
Active SIPs1,284
Clients412
| Investor | Family AUM | SIPs | Status |
|---|---|---|---|
| R. Sharma | ₹1.42 Cr | 6 | Active |
| A. Verma | ₹86.3 L | 4 | SIP ending |
| S. Iyer | ₹54.1 L | 3 | 1 ceased |
| P. Gupta | ₹38.9 L | 2 | Active |
KFintech mailback imported · 2 min ago
CAMS + KFintechCapital gains & 112AClient portalData stored in IndiaNo AI on client data
Stop spending your mornings on mailbacks
Most distributors still download registrar reports, unzip them with passwords and paste them into Excel. That's hours every week that should go to clients.
Without MFD Platform
- Request, download and unzip reports from two registrars
- Merge CAMS and KFintech data by hand in Excel
- Find out about stopped SIPs weeks later
- Build capital gains statements by hand at tax time
With MFD Platform
- Mailback reports are imported automatically
- One consolidated view per investor and per family
- Stopped, bounced and ending SIPs flagged for you
- Capital gains statements in one click
Everything a distributor needs to run the book
Designed around how Indian MFDs actually work — PAN-wise, family-wise and SIP-first.
Clients, families & households
Every investor by PAN, grouped into families with a head of family. AUM by client, AMC and category, with history.
SIP & STP register
Live, ending soon, stopped and bounced — spot problems before they quietly shrink your book.
Capital gains & Schedule 112A
Per client and year with FIFO, 2018 grandfathering, TDS and mergers. Download as Excel, PDF or CSV.
Client portal
Your clients sign in to see their portfolio, transactions and gains — under your firm's name and web address.
Leads, meetings & follow-ups
Guided client reviews with a summary PDF, reminders, and prospects that convert automatically when they invest.
Live in three simple steps
Most distributors are up and running the same week.
Start your free trial
Tell us about your firm. We set up your account on your own web address, with two-step sign-in for your team.
Load your registrar data
Connect your mailbox read-only or upload your CAMS and KFintech files. We help you get your history in.
Run your practice
Clients, families, SIPs, capital gains and follow-ups stay current as new mailbacks arrive.
Your clients' data stays yours — and stays in India
Built for the trust your clients place in you.
Stored in India
Your data is kept on servers in India.
Every firm kept apart
The database itself separates each firm's data from every other firm's. Sensitive details such as bank accounts and nominees are encrypted with your firm's own key.
No AI on client data
Client data is never sent to AI services. Documents are read on our own servers.
No silent access
Our staff cannot see your client data unless your admin grants time-limited access, and every such view is logged. Every sign-in, change and download is in your audit log.
"After two decades as a mutual fund distributor, I built the tool I always wanted: one that does the back-office work by itself, so I can spend my time with clients."— Founder, MFD Platform · AMFI-registered distributor, 20 years in the industry
Frequently asked questions
Who is MFD Platform for?
AMFI-registered mutual fund distributors (ARN holders) in India — from distributors just starting out to firms with 500+ clients and a team of relationship managers.
Does it work with both CAMS and KFintech?
Yes. CAMS and KFintech mailback files are read and loaded automatically — either from your connected mailbox (read-only) or uploaded by you — and merged into one view per client and family.
How much does it cost?
Plans start at ₹999 a year (+18% GST) for up to 50 clients. Growth is ₹2,400, Pro ₹4,800 and Business ₹9,600 a year, and Enterprise is on request. Every plan starts with a 15-day free trial.
What happens if I grow past my plan's client limit?
You'll see a notice and have 30 days to move up a plan. You are never locked out of your data.
Is my clients' data safe?
Your data is stored in India, and the database itself keeps each firm's data apart from every other firm's. Bank, nominee and other sensitive details are encrypted with your firm's own key. Client data is never sent to AI services, and our staff cannot see it unless your admin grants time-limited access — every such view is logged.
Does it calculate capital gains?
Yes — per client and financial year, using FIFO, 31 January 2018 grandfathering, TDS and scheme mergers, with Schedule 112A and downloads in Excel, PDF and CSV. Unrealised gains are shown too.
Can my clients log in?
Yes. Every plan includes a client portal where investors see their portfolio, transactions and capital gains, with consent-based household sharing and HUF Karta / guardian access.
Can I use it on my phone?
Yes. It works in the browser on phone, tablet and computer — no app to install. Android and iOS apps for you and your clients are coming soon on the Pro plan and above.
15-day free trial
Try MFD Platform with your own book
Every plan starts with a 15-day free trial. Tell us about your firm and we'll set up your account and help you load your registrar data.
- Full features of your plan during the trial
- Plans from ₹999 a year + GST
- Help loading your CAMS & KFintech history
- Your firm's name and web address on every page and PDF