Service
Platform Features
at a Glance
Portfolio Management
Track holdings, SIPs, redemptions with live NAV updates
Compliance Automation
Built-in forms, document validation, SEBI/AMFI alignment
Reporting & Analytics
Visual reports, downloadable PDFs, return summaries
White Label Branding
Your own app & domain with custom logo and name
Client Onboarding
Paperless KYC, mandates, and profile creation
Smart Search & Filtering
Find what you need—instantly
Email & WhatsApp Automation
Send SIP alerts, market updates, birthdays, and more
Centralized Dashboard for MFDs
Everything you need—on one screen
Security & Data Privacy
SSL encrypted, GDPR-ready, and hosted in India
Ready to Go Digital? Start with a Free Trial.
CRM Platform
White Label Platform
"Simplify Compliance. Strengthen Trust. Scale Your Business."
All-in-one platform for MFDs to manage portfolios, onboard clients, automate compliance, and grow under their own brand name - with apps, domain, and analytics.
- Your logo, name, and color scheme
- Your own website URL (e.g., www.yourbrand.in)
- Personalized client reports & alerts
- Generic name Android & iOS apps
Why Choose CRM Platform?
Your Clients. Your Brand. Our Technology.
CRM Platform is designed for Mutual Fund Distributors (MFDs) who want to go digital without the tech headache. Whether you're managing 10 clients or 10,000, we make it easy to:
- Track client portfolios & SIPs in real time
- Automate KYC and compliance workflows
- Generate visual, branded reports instantly
- Send personalized WhatsApp & email alerts
- Stay fully secure & audit-ready
Friendly and dedicated support every steps on the way
Real people are availabe 12 hours a day, 7 days a week to help you with whatever you need.
+91-86022-79090
or
check out our Online Support Center.
Empowering the True Champions of Wealth Creation
India's fastest-growing all-in-one digital platform built exclusively for Mutual Fund Distributors (MFDs) - designed to scale their business, brand, and trust.
- 5000
- +
MFDs
onboarded
- 1.2
- M+
Transactions
Processed
- 120
- + Cr
AUM
Managed
- 50
- +
White Label
Apps live
Before CRM Platform, I used to juggle between spreadsheets, WhatsApp reminders, and old CRM tools. It was overwhelming and time-consuming. Since switching to CRM Platform, everything is now under one roof. My clients receive timely reports, SIP reminders, and even birthday greetings automatically—all with my branding. They think I've built my own tech team! But it's all thanks to CRM Platform. The platform has brought immense professionalism and peace of mind to my practice.
Samanyu Jain
MFD, Indore
The real value of CRM Platform is not just in its features, but in how thoughtfully it's built for people like us—Mutual Fund Distributors. I come from a small town where digital adoption is still growing. With CRM Platform, I now offer my clients a sleek dashboard, branded reports, and quick access to their portfolio without sending them to third-party apps. My trust factor has gone up significantly, and referrals have started flowing in. It has made me look bigger and more reliable than ever before.
Manasi Agrawal
MFD, Mumbai
The onboarding process was seamless. Within a day, I had my dashboard, client list uploaded, and portfolio reports going out—all branded with my name. Total game-changer!
Janaki Ganesh
MFD, Chennai
Resources
Resources
Why Every Modern MFD Needs a White Label Mutual Fund Platform?
Gone are the days when spreadsheets and manual forms were enough.
5 Ways CRM Platform Simplifies Compliance for Mutual Fund Distributors
Tired of chasing paperwork and compliance forms? CRM Platform makes it effortless.
How to Scale Your MFD Business Without Increasing Workload?
Scaling doesn't mean working harder. It means working smarter - and CRM Platform shows you how.
SUBSCRIBE
Subscribe Newsletter
Contact Us
- +91-86022-79090
- support@example.com
- F.No. 309 Sai Sampada, Apartment 16, Vijay Nagar, Indore 452010, Madhya Pradesh, India
Get Us On
CRM Platform Private Limited Copyright © 2025. All rights reserved.