In a world that’s rapidly digitizing, why should mutual fund distribution stay stuck in the past?

Welcome to MaxWealth — a next-gen digital wealth management platform built specifically to empower Mutual Fund Distributors (MFDs) with the tools they need to grow faster, stay compliant, and serve clients better.

Traditional MFDs Face Real Challenges

While mutual funds have gained popularity, MFDs continue to struggle with outdated systems and manual workflows. Common roadblocks include:

  • Endless paperwork for KYC and onboarding
  • Fragmented tools for client servicing
  • Limited visibility into transactions and portfolios
  • Burden of regulatory compliance and audit readiness

MaxWealth is designed with the modern distributor in mind — one who values efficiency, automation, and transparency.

Features included with Maxwealth:

  • Fully Digital Back Office – From client onboarding to transaction tracking — everything is online, secure, and compliant.
  • Investor-Facing App – Clients can view portfolios, place transactions, and access reports anytime — making your services available 24/7.
  • Seamless KYC & Compliance – Our integrated KYC engine ensures you’re aligned with SEBI norms with minimal manual intervention.
  • Real-Time Data & Reports – Track client holdings, scheme-wise performance, and capital gains in one place — with beautiful, downloadable reports.

Why Distributors Love Maxwealth?

Faster client onboarding

With our seamless digital KYC and paperless onboarding process, new clients can be onboarded in minutes — cutting down delays and enabling immediate investment access.

Effortless Compliance

Stay worry-free with built-in regulatory checks, automated audit trails, and digital document storage that keep you aligned with SEBI’s evolving compliance norms.

Real-Time Transactions

Track and execute mutual fund transactions instantly with live integration, giving both you and your clients real-time visibility into investment activity and status.

Holistic Reporting

Generate intuitive, scheme-wise, capital gains, and holdings reports — all in one place — so clients can understand their investments at a glance and trust your advice.