December 13, 2025
Sell Mutual Funds via Your App
Enable full mutual fund investing inside your own web or mobile app with ready KYC, transactions, payments, reporting, and compliance built in.
This use case enables any business—fintechs, distributors, wealth firms, or AMCs—to offer a complete mutual fund investing experience inside their own app or platform.
You get production-ready MF journeys powered by Fintech Primitives APIs, wrapped in clean, white-labeled UIs.
Your users onboard, invest, and track portfolios seamlessly—without leaving your app.
What This Use Case Powers
1. Full-Stack Mutual Fund Investing
Out-of-the-box support for:
- Lumpsum
- SIP (daily + monthly)
- Redemptions
- Switch*
- STP*
- Multi-scheme orders
- Mandate creation (e-mandate, netbanking, UPI)
Everything works end-to-end from day one.
2. Built-in Digital KYC & Onboarding
Supports:
- Resident Individuals
- NRIs
- Non-Individuals
KYC flows include:
- Aadhaar eSign
- PAN verification
- FATCA
- Bank verification
- Nominee capture
The entire onboarding is optimized for conversion.
3. Real-Time Portfolio & Reporting
Investors see:
- Holdings
- Valuation
- Gains/losses
- Transaction history
- Capital gains
- Scheme-level insights
A complete portfolio experience backed by reliable data.
4. Ready UIs, SDKs, or Hosted Workflows
Depending on your product needs:
- Use the fully branded app (fastest)
- Embed hosted workflows in your UI
- Use SDKs to build your custom screens
Perfect flexibility for B2C, B2B2C, or hybrid models.
Who Uses This Use Case
- Fintechs adding MF investing as a module
- Wealth Management Firms offering digital platforms
- Independent Distributors building direct client apps
- AMCs enabling direct-to-investor buying flows
This use case is the core engine for any business selling mutual funds digitally.
How It Connects With Other Use Cases
- Launch Your Branded App → This use case becomes the primary investing journey inside that app.
- Distributor Initiated Transactions → Complements your self-service flows with assisted journeys.
- Manage Sub-Brokers → Sub-brokers can onboard and help clients invest via your app.
All use cases combine to create a complete MF distribution stack.
Narrative Snapshot
A fintech wants to launch an investing product without building onboarding flows, SIP engines, mandate systems, or reporting.
They embed MFStack’s workflows and instantly deliver a best-in-class MF module inside their app.
Users onboard, invest, redeem, switch, and track portfolios—all from the fintech’s UI.