Launch a fully branded wealth planning platform for your entire distribution network — in 24 hours, not 24 months.
Your MFDs get a complete wealth management toolkit — under your logo, your colours, your domain.
SIP, Step-Up SIP, Lumpsum, Goal-Based, SWP, Retirement, XIRR, and Regret Calculator. All with downloadable PDF reports.
MFD types "I want ₹1 Cr in 10 years" — the AI auto-selects the right calculator and fills in all parameters. Powered by Llama 3.
A chat-based portfolio advisor for MFDs. Answers fund comparison questions, allocation queries, and goal planning — instantly.
Store client profiles, risk scores, portfolios, and notes. Full CRUD with risk profiling quiz built in.
A clean, distraction-free client-facing UI for in-office presentations. One click to enter, one click to exit.
Custom logo, primary/secondary colours, your subdomain or custom domain. Every page reflects your brand — not ours.
No developers needed on your side. We handle the setup, you focus on your MFDs.
Tell us your firm name, preferred subdomain, and brand colours. Takes 3 minutes.
We set up your branded subdomain, upload your logo, and activate your plan within 24 hours.
Send your MFDs the link. They register, log in, and start using your branded platform immediately.
Every page, every calculator, every PDF report carries your firm's identity — not MFD Buddy's.
tools.yourfirm.comTransparent pricing. No hidden fees. Cancel anytime.
1 Admin + 5 Sub-Advisors = ₹9,999/mo
Each extra advisor = ₹999/mo
Fill the form and we'll activate your white-label instance within 24 hours. No upfront payment required for the first 30 days.
We'll review and activate your instance within 24 business hours.