Your clients' SIPs are expiring. Their portfolios need rebalancing. And you're tracking it all in a notebook.
CRM software for mutual fund distributors in India — independent MFDs, IFAs, sub-brokers, and wealth management firms running their entire client book on Excel and memory. Track every client's AUM, every SIP mandate expiry, every quarterly review due, every trail commission expected — across every AMC you distribute for. One book, one screen, one system.
Equity · Debt · Hybrid · ELSS · Liquid · FoFs · SIPs · Lumpsum · STP · SWP
Four moments every MFD has lived through. At least once.
Mrs Kulkarni's SIP mandate expired two months ago. You didn't know because nobody tracks mandate expiry dates — not you, not the AMC portal, not the registrar statement you download once a quarter. She started a new SIP through a fintech app last week. Three years of trail commission, gone.
You promised Mr Desai a quarterly portfolio review. That was in January. It's now June. He's been watching his mid-cap fund fall 18% with no context, no rebalancing conversation, no reassurance. He's already talking to his colleague's financial planner. The conversation you owed him would have taken 30 minutes.
Your trail income dropped ₹8,000 last month. Was it a redemption? A switch to direct? A client who moved to another distributor? You won't know until you download statements from six AMC portals, reconcile them against your own records (which are three months out of date), and figure out what happened. By then the client is gone.
SEBI tightened MFD regulations last year. Your EUIN records are in one file, KYC status in another, NISM certification expiry dates in your head. When AMFI asks for a transaction-level audit trail with the EUIN of the adviser who recommended each investment, you'll be reconstructing it from memory and old WhatsApp messages.
Every client's AUM. Every scheme. One dashboard.
You distribute for eight AMCs. Your clients hold 40 different schemes. Their combined AUM is somewhere between ₹15 crore and ₹20 crore — but you're not sure exactly, because the number lives in six different AMC portals and a spreadsheet you updated last quarter. TatvaCRM gives you one view of every client's portfolio, updated and sortable.
- AUM per client, per scheme, per AMC — see the full picture without logging into multiple portals.
- Family group view — combine a husband's, wife's, and children's folios into one household view for total relationship value.
- Scheme-wise breakdown by category — equity, debt, hybrid, ELSS, liquid — so you know your book's asset allocation at a glance.
- Client ranking by AUM — prioritise your top 20% for personal attention, quarterly reviews, and rebalancing conversations.
The SIP mandate you miss is trail income you'd already earned.
Every SIP mandate has an expiry date. Every lapsed mandate is trail commission walking out the door — not because the client wanted to stop, but because nobody reminded them to renew. A mature MFD book has 200+ active SIPs. Tracking mandate expiry dates in your head or a spreadsheet stops working at about 50. TatvaCRM turns your SIP book into a live pipeline with alerts, client outreach, and a renewal rate you can actually improve.
- Automatic SIP expiry calendar — 30-day, 15-day, and 3-day alerts for every mandate, per client, per scheme.
- Lapsed SIPs highlighted on the dashboard — call list generated automatically so you don't waste a day building it.
- Bulk WhatsApp renewal reminders — send personalised mandate renewal nudges to 50 clients in one click.
- SIP book health metric — renewal rate tracked live across your entire book, the number that decides your trail income next year.
The quarterly review you promised is how you keep the client.
Every client who invests ₹10 lakh or more expects a conversation at least once a quarter. Not a generic market update on WhatsApp — an actual sit-down review of their portfolio, their goals, and what's changed. The MFDs who do this systematically retain 95%+ of their AUM year over year. The ones who don't lose clients to fintech apps and competitors who call more often.
- Quarterly review cycle per client — TatvaCRM tracks when the last review happened and when the next one is due. No more guessing.
- Meeting agenda generation — client's current portfolio, performance since last review, SIP status, and goal progress, pre-built into a one-page summary.
- Meeting notes capture — what was discussed, what was recommended, what the client agreed to. Logged against the client record for compliance and continuity.
- Overdue reviews dashboard — clients who haven't been reviewed in 90+ days surface automatically. High-AUM clients overdue for review glow orange.
- →Portfolio performance: +8.4% since last review (benchmark: +6.2%)
- →2 SIP mandates expiring in July — renewal discussion needed
- →Retirement goal: ₹2.8Cr of ₹5Cr target achieved (56%) — on track
- →ELSS investment window: suggest ₹1.5L before 31 Mar for 80C
Goal planning. Compliance. Commissions. Built in.
Map client goals to schemes. Track progress quarterly.
Retirement at 60. Child's education in 2035. House down payment in 3 years. Each goal maps to specific scheme allocations with a target corpus and a progress bar that moves every quarter. When a client asks “am I on track?” — you have the answer in two clicks, not two hours of spreadsheet work.
ARN, EUIN, NISM, KYC — all tracked. All auditable.
Your ARN number, every team member's EUIN, NISM certification expiry dates, client KYC status — all in one place. Every investment recommendation logs the EUIN of the adviser who made it. When AMFI or SEBI asks for a transaction-level compliance trail, you export it in one click instead of scrambling through old emails.
Upfront + trail. AMC-wise. Reconciled monthly.
Track upfront commission on new investments and trail commission on AUM — per AMC, per scheme category, per client. Monthly payout summaries show expected vs received. When trail income drops because a client redeemed without telling you, the gap shows up immediately instead of hiding in next quarter's statement.
If you have an ARN and a client book, this is for you.
Solo distributors with 100-500 clients
You've outgrown Excel but don't need enterprise software. You need SIP tracking, review scheduling, and a commission view that doesn't require downloading six AMC statements every month. The Free tier covers you for years.
Fee + commission advisers managing goals
Your clients pay you for advice and expect a structured review process. Goal-based tracking, meeting schedulers, and auto-generated agendas turn your quarterly reviews from a chore into a system that scales.
Working under a principal distributor
You handle clients but your principal handles the AMC relationship. Track your client book independently, prove your AUM contribution at review time, and make sure your SIP renewal rate is high enough that the principal keeps the relationship.
Multi-adviser teams with ₹50Cr+ AUM
Multiple advisers, hundreds of clients, compliance obligations, and a trail income that depends on nobody dropping the ball. Role-based access, EUIN tracking per adviser, and a firm-wide AUM dashboard that the principal can review without asking five people for five spreadsheets.
There is no “MFD CRM” category today. We're building it.
Most MFDs use either a generic CRM (Zoho, HubSpot) with custom fields bolted on, or a combination of AMC portals and Excel. Neither understands AUM, SIP mandates, trail commissions, or AMFI compliance. Here's what the difference looks like in practice.
(the status quo)
AMC portals show you what you've sold for THEM. TatvaCRM shows you your entire book — every client, every scheme, every SIP, every commission — across every AMC you distribute for.
Real questions from real MFDs evaluating us.
What is the best CRM for mutual fund distributors in India?+
TatvaCRM is purpose-built for Indian MFDs and IFAs. It includes client portfolio tracking with AUM per client, SIP renewal reminders, quarterly review meeting scheduling, goal-based planning, AMFI compliance management (ARN, EUIN, NISM tracking), and trail commission reconciliation — all at a fraction of the price of generic CRMs that require months of custom configuration to even understand what a SIP mandate is.
How does TatvaCRM help track SIP renewals?+
TatvaCRM generates automatic alerts 30 days, 15 days, and 3 days before each SIP mandate expiry. You see a live calendar of upcoming expirations across your entire book, filterable by AMC, scheme category, or client. Bulk WhatsApp reminders can be sent to clients whose SIPs are approaching expiry — so nobody renews through a fintech app because you didn't call.
Can I track AUM and portfolio holdings per client?+
Yes. Every client record shows their total AUM, scheme-wise breakdown, SIP book value, and lumpsum investments. Family group views let you see household-level AUM across multiple family members. Sort your client book by AUM to prioritise high-value relationships for quarterly reviews and rebalancing conversations.
Does TatvaCRM handle AMFI compliance requirements?+
Yes. TatvaCRM tracks your ARN number, EUIN codes for each team member, NISM certification validity dates with expiry alerts, and KYC document status per client. Every transaction recommendation is logged with the EUIN of the adviser who made it — giving you a compliance trail that AMFI and SEBI expect but most MFDs maintain on paper or not at all.
How is this different from using a generic CRM like Zoho?+
A generic CRM has no concept of AUM, SIP mandates, trail commissions, ARN numbers, or quarterly review cycles. You'd spend months adding custom fields and still end up with a contact list that doesn't understand your business. TatvaCRM was built for the MFD workflow from day one — portfolio views, SIP calendars, goal trackers, commission reconciliation, and AMFI compliance are native, not bolted on.
I'm a solo IFA with 200 clients. Is this too much for me?+
No. The Free tier handles up to 1,000 client records — that covers most solo IFAs for years. The SIP renewal calendar and review meeting scheduler alone save you hours every month. You don't need the team features or compliance dashboards until you hire your first associate. Upgrade when your book outgrows the limits, not before.
How long does it take to import my existing client data?+
A typical MFD book of 500 clients imports from a CSV in under an hour. Map the columns once — client name, PAN, phone, email, schemes, SIP amounts — and TatvaCRM parses the rest. Duplicate detection catches clients who appear multiple times under slightly different names. Free CSV migration is included on every paid plan.
Can I track both upfront and trail commissions from different AMCs?+
Yes. TatvaCRM tracks upfront commission on new investments and trail commission on AUM — per AMC, per scheme category, per client. Monthly payout summaries show expected vs received trail income. When an AMC pays less than expected, the reconciliation view flags the gap immediately instead of leaving you to discover it three months later.
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