Task creation
<10 seconds
50+ Templates. Audit trail. Auto-emails. No manual effort.
Operating system for mutual fund distributors
The firms that will run ₹5,000 Cr practices in 2031 aren't just working harder today.
They are building systems.
MFDStack is that system.
Overview
Clients
Tasks
Reports
Good morning, Priya
Thursday · firm overview
AUM
₹312 Cr
+4.2%
Clients
1,240
+12
Due today
47
tasks
Pipeline
This weekSharma · onboarding
Patel HUF · KYC
Kumar · ops clear
MOM sent
Sharma family · 09:12
3 reviews due
Auto-scheduled
Mandate flagged
Kumar SIP · debit tomorrow
KYC cleared
Patel HUF · ops notified
Most MFD firms run on memory.That's the problem.
Most MFD firms run fine at ₹100 Cr. Maybe ok at ₹300 Cr.
At ₹500+ Cr, the cracks show.
When an RM quits, client history walks out with them
Reviews get missed. Clients quietly move on, and you find out too late
Nobody knows which clients haven't been called in months
You can't tell who in your team is actually working, and who's just busy.
Ops gaps, nominees, mandates, KYC, surface only when a ₹ 1 Cr transaction is stuck
MOMs, follow-ups, commitments, scattered across Gmail, WhatsApp, someone's head
Admin finds out what happened yesterday by pinging five people
SEBI circulars come and go, the team may or may not have seen them
The firm isn't broken. The system is missing.
From chaos to clarity.
Every single day.
See what changes when your firm runs on MFDStack.
MOM to client
1 click
AI writes it for you. Client gets it instantly.
Review reminders
Never missed
Triggered by last review date and frequency, automatically
Dormant clients
Auto-flagged
180+ days of silence, surfaced before the client drifts away
Lead management
Fully tracked
Every lead tracked, followed up, and converted, or consciously dropped
Calendar
Always planned
Your day, your team's day, scheduled, visible, no conflicts
SEBI circulars
Summarised
Published on SEBI, summarised by AI, in your system instantly
Ops review
Caught early
Mandate limits, missing nominees, KYC gaps, before a transaction fails
Client P&L
Always live
Portfolio, SIP insights, asset mix, no spreadsheet, no digging
Risk profiling
Online & secure
No client presence needed. Link sent, signed profile back on file.
Gmail, in-system
No switching
Send, receive, track, without opening a single new tab
HRMS & payroll
Fully inbuilt
Attendance, leaves, salary, no third-party, ever
Due diligence
Always ready
Folios, transactions, tasks, and more always verified. Walk into any review prepared.
Audit trail
Always on
Every action logged, timestamped, SEBI-ready, zero manual effort.
And there's more... Book a demo to see the rest.
Same start.
Systems compound.
Two firms. Same starting point. One ran on memory. Hiring to keep up. One built systems from year one, growing without adding bodies.
The first few years look the same. Then one firm serves more clients with a leaner team. The gap isn't effort, it's architecture.
- More AUM without proportional hiring
- Each RM handles more clients, cleanly
- Ops runs in the background, not in meetings
You can't outwork a systems gap.
You either build one or fall behind someone who did.
Year 1
MemoryMFDStack
Same start. One curve flatlines on memory, the other compounds on systems.
Illustrative projection
Leaner team
7 vs 8 staff
More per RM
~179 clients
AUM gap
+₹1 Cr
You don't rise to the level of your goals.
You fall to the level of your systems.
Why we built an operating system, not just a CRM
Three roles. One system.
Everyone sees exactly what they need.
Morning firm view · no standup
Your firm, visible without a standup.
Stop asking five people what happened yesterday. Open MFDStack. Your morning is already structured.
Open MFDStack at 9 AM. Calls, reviews, tasks, lead movement, already there. You steer the day instead of chasing it.
- Firm-wide activity · every morning
- Client P&L & AUM · firm-level and per-RM
- Inactive client engine · who needs re-engagement
- Admin calendar · you and your team, one view
- Employee leaderboard · activity, conversions, reviews
- Full audit trail · who did what, when
Workday
Firm-wide · Thursday 15 Jun
Firm-wideMy workday
Pending
47
Completed
128
Meetings
14
Notes
36
Reviews
9
Tasks
- KYC refresh · Patel HUFDue today
- Follow-up · Sharma leadAnita
Meetings
- Portfolio review · Mehta NRI10:30 AM
- Onboarding · Desai family2:00 PM
Notes
- Sharma · switched to flexi-capYesterday
- Patel HUF · nominee queryMon
Sales Reviews
- Q1 review · Sharma familyScheduled
- Annual review · Patel HUFOverdue
Annotated product view · representative data
Built for MFDs.
By people who understand the gaps.
Compliance
Audit-ready. Always.
Every action logged. Every task timestamped. Every interaction stored. Your audit trail builds itself in the background while your team works. Due diligence, inspection, internal review, same answer: the file is ready before they ask. No scramble, no late nights, no "give us a week."
Data security
Your data. Only yours.
Every firm runs on its own dedicated server. Not a shared database. Your client list, your folios, your AUM, held on their own server, beside no one else's. The way a serious distribution firm's book should be held.
Most B2B SaaS shares a database between thousands of customers.
We don't.
We don't.
Built to scale
₹300 Cr today. ₹5,000 Cr tomorrow. Same system.
Your firm at 9,000 clients will run on the habits you build at 1,000. MFDStack is ready for the firm you'll be in 2031, no migration, no re-platforming, no "we need to switch tools" conversation three years in.
This demo is for a specific kind of firm.
You're the right fit if:
- You believe systems outlast memory
- You want your team accountable without micromanaging
- You've lost a client, missed a review, or caught an ops gap too late
- You want clients to feel taken care of, even when you're not watching
Probably not for you if:
- WhatsApp, Excel, and a good memory are working fine
- You want a contact list, not a system that runs your firm
- You're happy where you are. Growing more isn't the plan
If you're still reading, you already know.
Tell us about your firm
We'll tailor the walkthrough to your book and team.
30 minutes. Your firm, your workflows, your gaps.
A founder walks you through it, not a sales rep.