The operating systemfor wealthtech.
One stack for mutual fund distributors, RIAs and wealth firms. Onboard, transact, earn and retain, under your own brand.
9:01 AM · a distributor's morning
1 tab open,
and no client called yet.
The MaxWealth suite on one system.
Start with the app you need today and add the rest under your brand as you grow, from the first KYC to the thousandth client video.
MaxWealth
Run your whole distribution business.
- Runs
- Onboarding, KYC, e-Sign, goals, reports
- Executes on
- BSE StAR MF
- Serves
- Admins, sub-brokers and investors
- 11:02
- 11:09
- 11:15
11:02 AM · Onboarding
Invest-ready in one sitting.
PAN, KYC, bank, nominee and e-Sign in a single flow. SEBI nominee rules and NPCI e-mandates are built in.
11:09 AM · Execution
Straight to BSE StAR MF.
Lumpsum, SIP, STP, SWP and switches go to the exchange from your own platform. Baskets, bulk uploads and goal tagging included.
11:15 AM · Reporting
The review pack writes itself.
Holdings, gains and AUM across every folio, and a branded review PDF ready before the meeting starts.
11:02 AM · Onboarding
Invest-ready in one sitting.
PAN, KYC, bank, nominee and e-Sign in a single flow. SEBI nominee rules and NPCI e-mandates are built in.
11:09 AM · Execution
Straight to BSE StAR MF.
Lumpsum, SIP, STP, SWP and switches go to the exchange from your own platform. Baskets, bulk uploads and goal tagging included.
11:15 AM · Reporting
The review pack writes itself.
Holdings, gains and AUM across every folio, and a branded review PDF ready before the meeting starts.
White-label · your logo, colours, domain
Put your name on it.
Your investors see your name and your domain across the advisor app and the investor portal. Type your firm below and watch this page change.
CommissionIQ
Know every rupee you earn.
- Reads
- CAMS and KFintech statements
- Tracks
- Upfront, trail, AMC split
- Flags
- Lapsed SIPs, AUM drops, missing clients
Statements,
reconciled.
Drop in the month's CAMS and KFintech files. CommissionIQ matches every line to a client, a scheme and an AMC, and tells you what changed.
Trail and upfront
₹0
Lines matched
0 / 10
Split by AMC
- HDFC AMC
- ICICI Pru
- SBI MF
- Nippon
- Axis MF
- Mirae
- Kotak
Reading CAMS_WBR2 and KFIN_MFSD201
September
| AMC | Client | Type | Amount |
|---|---|---|---|
| HDFC AMC | R. VermaAUM −24% MoM | Trail · CAMS | ₹4,812 |
| ICICI Pru | A. Iyer | Trail · CAMS | ₹3,260 |
| SBI MF | P. NairPossible redemption | Upfront · CAMS | ₹1,500 |
| Nippon | S. Rao | Trail · KFIN | ₹2,945 |
| Axis MF | M. Kaur | Trail · KFIN | ₹1,880 |
| Mirae | K. ShahNew HNI client | Upfront · KFIN | ₹2,250 |
| Kotak | D. Menon | Trail · CAMS | ₹1,415 |
| HDFC AMC | N. Gupta | Trail · CAMS | ₹3,775 |
| ICICI Pru | V. Reddy | Trail · CAMS | ₹2,090 |
| Nippon | T. Joshi | Trail · KFIN | ₹1,640 |
Sample data
SIP Doctor
Catch money before it leaves.
- Reads
- Your registrar feed, every morning
- Ranks
- Redemptions, bounced SIPs, lapsed mandates
- Delivers
- A call list, sorted by rupees at stake
Your 8 AM,
already sorted.
SIP Doctor reads your registrar feed overnight and ranks the day by rupees at stake: redemptions, bounced SIPs, lapsed mandates and money that is due. By the time your team logs in, the call list is ready.
Works with any back office.
Monday, 28 September
7:59
SIP Doctor · now
Call todayRedemption · ₹4.2L left yesterday
Full exit from Flexi Cap. Call within 24h.
SIP Doctor · now
Worth a callSIP bounced, third time
A. Iyer · ₹15,000/mo · mandate likely failing
SIP Doctor · now
Worth a callLapsed SIP · 60 days quiet
P. Nair · ₹10,000/mo · nothing since July
SIP Doctor · now
OpportunityLumpsum due · Diwali pattern
S. Rao has invested every October for 3 years
At stake this week, weighted
₹38.6L
Sample data
Studio
Record one message and send it personally to every client.
- Records
- One take of you
- Personalises
- Name, portfolio and goals, per client
- Sends
- A personal video to every client on your list
One recording of you
Studio stitches each client's name, portfolio and goals into a single take of you, so every investor hears from you personally.
How the suite fits together
- The railsBSE StAR MF · CAMS · KFintech · NPCI · KRAs
- MaxWealthOnboard · transact · track
- CommissionIQEvery rupee you earn
- SIP DoctorMoney before it leaves
- StudioEvery client, personally
- Your brandLogo · colours · domain
The operating system for wealthtech.
One stack on live market rails, with apps that work as one and your brand on top of all of it.
Built for a regulated business.
Compliance, data isolation and audit are handled inside the platform, so your team can spend its time on clients.
- Onboarding
- SEBI-aware KYC and nominee capture, including nominee mandates. e-Sign built in.
- Execution
- Orders go to BSE StAR MF from your own platform, with no re-typing into the exchange portal.
- Registrars
- CAMS and KFintech transaction files imported and reconciled.
- Mandates
- e-Mandates set up over NPCI.
- Isolation
- Every firm runs on its own database. Your book never shares a table with anyone else's.
- Access
- Role-based access for admins, compliance, ops, finance, support and sub-brokers.
- Audit
- Every action stamped with who, what and when. Exportable for inspection.
- Data
- Encrypted in transit and stored in India.
Audit trail
RecordingEach entry names the user and the time, and the full log exports for an inspection.
Built for a one-person practice or a team of fifty.
Straight answers.
Live features, the roadmap and the steps to go live, answered plainly.
It is the system a distributor or advisor runs their practice on, covering client onboarding and KYC, transactions, portfolio tracking and the reports clients and regulators expect. MaxWealth handles all of that in one platform.
Your firm, on the operating system for wealthtech.
yourfirm.maxwealth.money · 30 minutes · a quote after the call
Pick a time on our calendarOr write to us at enquiries@mindstack.in