12 calculators & tools, AI-powered goal planning, Financial Life Plan, client CRM, and branded PDF reports — everything India's MFDs need, in one intelligent platform. Core tools free, advanced features on Pro.
"The regret calculator alone has helped me close 3 SIPs this month. When clients see ₹4 lakh lost from waiting 2 years, they sign immediately."
"The Financial Life Plan is a game-changer. I walked a client through their entire financial future in one meeting. The plan score made it tangible."
"Meeting Mode is perfect. I pull up the M3 dashboard on my laptop, turn it on, and the client sees a clean, professional analysis. No jargon, all clarity."
Every analysis runs through our proprietary M3 framework — diagnose, optimise, and grow your client's wealth.
Deep-dive analysis of your client's current portfolio. XIRR-based scoring, asset allocation breakdown, return vs benchmark comparison — all in one diagnostic view.
→ DiagnoseReflect the ideal portfolio back to your client. Optimise allocation across Equity, Debt, Gold, Real Estate, and Alternates with live intelligent scoring.
→ OptimiseVisualise long-term wealth projections. 5, 10, 20-year future values, interactive Chart.js visuals, and downloadable branded PDF reports that close SIPs.
→ GrowStop juggling Excel sheets, random calculators, and WhatsApp PDFs. MFD Buddy is your all-in-one intelligent platform.
Map every asset, life event, and financial goal into one holistic plan. See exactly which goals are funded, which have gaps, and what SIP closes each shortfall.
Type "I want ₹1 Cr in 10 years" — the AI picks the right calculator and pre-fills all values instantly. Powered by Llama 3 via Groq.
Chat-based portfolio advisor. Answers fund comparison, allocation, and Indian tax queries in natural language — with real market context.
Full client management — profiles, risk scoring, portfolio tracking, and notes. All linked to analysis history and calculator results.
One click hides all advisor controls for a clean, professional client-facing presentation view. Impress clients in every meeting.
Download beautifully formatted PDF reports from every calculator and portfolio analysis. Client-ready in seconds, with your firm's branding.
AMCs and distribution firms get a fully branded instance — their logo, colours, subdomain — deployed in 24 hours. No dev work needed.
Automated risk scoring — Conservative, Moderate, Aggressive. Results stored per client and used to personalise calculator suggestions.
Full dark theme with smooth toggle and system-preference detection. Easy on the eyes for long analysis sessions and late-night prep.
CSRF protection, rate limiting, argon2 hashed passwords, HTTPS-only secure cookies, and session management built in from day one.
Upload your client's CAMS/Karvy CAS PDF — MFD Buddy auto-parses all holdings and pre-fills the portfolio analyser instantly. Zero manual entry.
Share a secure PIN-protected link with your client. They view their Financial Life Plan online — no login needed. Professional and paperless.
Automated onboarding email sequences for new clients. Pre-scheduled touchpoints keep your clients engaged without any manual follow-up.
Each with Chart.js visualisation, Indian lakh/crore formatting, dark mode, and XIRR, SIP, SWP — all in one place. PDF reports available on Pro plan.
Ask anything. Get instant, India-specific, SEBI-aware answers — without leaving the platform.
Go beyond single calculators. Map every asset, life event, and goal into one holistic plan that shows exactly where the money is — and where it needs to go.
Free plan. No credit card. Portfolio analysis and 5 client profiles from the moment you register.
Register with your email in 30 seconds. Free plan includes portfolio analysis and 5 client profiles — immediately.
Input your client's current investments. The MFD Buddy framework analyses, scores, and visualises their portfolio in real time.
Switch to Meeting Mode. Download the branded PDF report. Share it on WhatsApp. SIP closed. ✅
Start for free, upgrade as you grow. No hidden costs.
Always free
For individual MFDs
For growing MFDs
1 Admin + 5 Sub-Advisors included
Extra advisors @ ₹999/month each
Join India's most professional MFD platform. Start free, upgrade when you scale.