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The New Age of Mutual Funds Distribution

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Take your Mutual Funds Distribution digital in minutes

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    For whom and how?

    Tailor made solutions for your business goals

    Flexible mutual fund solutions that grow with your business, regardless of size or scale.

    Investor Portfolio Management

    Real-time portfolio insights at your fingertips. Track investments, visualize allocations, and monitor performance in one comprehensive dashboard.

    Financial Planning

    Comprehensive financial planning tools for your clients. From goal-based planning to retirement calculations, deliver strategic guidance.

    Risk Profiling

    Smart risk assessment for informed decisions. Generate risk scores, analyze portfolios, and maintain alignment with client objectives.

    MF Transactions

    Complete mutual fund transaction platform. Process orders, manage SIPs, and track investments with real-time updates.

    KYC Checks, Onboarding and E-KYC

    Digital KYC made simple. Digital onboarding for all investor types with integrated verification systems.

    Fund Details and Performance Data

    Real-time fund insights. Access NAVs, track performance, and analyze portfolio holdings instantly.

    Security

    Enterprise-grade security for your business. Two-factor authentication, encryption, and robust access controls.

    LAMF

    Integrated loan management platform. Calculate eligibility, track disbursements, and manage repayments through comprehensive dashboards.

    Back office

    Stay in control with a dedicated dashboard to track, manage, and monitor every aspect of your application seamlessly.

    Standard Reports

    Keep your investors updated about their investments with our seamless integrations of Capital Gain, Transactions and Holdings report.

    Custom reports

    Customise your reports to your brand and corporate image and comply with the regulation.

    How we solve?

    Products

    From SDKs to full-stack solutions, choose the right building blocks for your platform.

    Embeddable Solutions - Domain Kit

    White-label investment solutions for your domain. Custom branding and seamless integration for your platform.

    Embeddable Solutions - Hosted Workflows

    Ready-to-deploy investment workflows. Fast, secure, and compliant solutions for your fintech needs.

    Embeddable Solutions - SDKs

    Robust investment APIs at your fingertips. Tested components and comprehensive documentation for quick integration.

    Investor Web App

    A modern platform for complete portfolio management - track investments, execute transactions, and monitor performance through a secure interface.

    Investor Mobile App

    Your investments on the go. Manage portfolios, execute transactions, and track updates instantly with bank-grade security, with our Mobile Apps solutions.

    Distributor Web App

    Power your distribution business with our comprehensive platform. Manage clients, track performance, and grow efficiently.

    Distributor Mobile App

    Run your distribution business from anywhere. Monitor performance, execute transactions, and stay connected with clients on the move.

    Distributor assisted journeys for investors

    Empower your investors with a personalized assisted platform. Guide them through onboarding, investments, and reporting with ease.

    WhatsApp Integration for Investor Journeys

    Connect with investments via WhatsApp. Access updates, transactions, and support instantly through India's favorite messaging app.

    Tailored solutions for your needs

    Custom fintech solutions built for you. From development to deployment, we create technology that matches your business needs.

    Features

    Core Mutual Fund Solutions

    Power your Distribution platform with proven APIs for Onboarding, Transactions, and Reporting from Fintech Primitives.

    Seamless Digital Onboarding in Minutes

    Transform your customer onboarding with our digital-first KYC solution built on Fintech Primitive APIs

    Built for Resident Individuals, NRIs, & Non-Individuals investors

    Digital KYC for Resident Individuals

    PAN-based verification

    Digital processing for NRI investors

    Digilocker Integration to fetch Documents for the Investor

    SEBI Compliant

    Bank-Grade Security

    Seamless Digital Onboarding in Minutes - Light

    Plug in to the powerful Mutual Fund Transaction Engine

    Process mutual fund transactions at scale with Fintech Primitives robust transaction engine. Built on modern APIs, designed for reliability, and engineered for performance.

    Real-time order processing

    Multi-AMC transactions

    Instant status tracking

    Supports Lumpsum & SIP orders

    Support Switch & STP transactions

    Supports Redemption & SWP transactions

    Supports Step-up, Step-down, Pause, Resume, and Stop recurring transactions

    Multi-payment gateway support

    Instant order validation

    Plug in to the powerful Mutual Fund Transaction Engine - Light

    Comprehensive Mutual Fund Reports & Analytics

    Unlock investment insights with our comprehensive reporting suite. Powered by reliable Fintech Primitives, delivering accurate, real-time mutual fund analytics and reports.

    Real-time portfolio valuation

    Customizable dashboards

    Customizable templates

    Scheduled generation

    Supports Investor Reports such as (Holdings, Capital Gains, Investment Account wise Returns, Scheme Wise Returns)

    Supports Distributor Reports such as (AUM Summary, Transactions Report, Purchase and Redemption Reports)

    Supports custom comprehensive reports

    Comprehensive Mutual Fund Reports & Analytics - Light

    Why choose us?

    Why work with us?

    With over 8 years of experience in IT products and services across continents, we understand that every need is unique, and quality is paramount. We place the end user at the heart of every solution.

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    Solutions for YOU

    Whether you are an Independent Distributor, Large Distribution House, or the Next Fintech looking to disrupt the MF space, we have right offering for you.

    Beyond Implementation

    Whether you are an Independent Distributor, Large Distribution House, or the Next Fintech looking to disrupt the MF space, we have right offering for you.

    Build on Fintech Primitives APIs

    With over 8 years of experience providing solutions in the Banking, Financial Services, and Insurance sector, we deliver expertise tailored to meet industry-specific needs.

    BFSI expertise

    Whether you are an Independent Distributor, Large Distribution House, or the Next Fintech looking to disrupt the MF space, we have right offering for you.

    Frequently asked questions

    Everything you need to know about the product and billing.

    Still have questions ?

    Can’t find the answer you’re looking for? Please chat to our friendly team.