MaxWealthThe operating system for wealthtech
The wealth managementsoftware your clientsthink you built.
MaxWealth is the core of the suite: mutual fund distributor software that runs onboarding, BSE StAR MF orders, goals, reports and your sub-broker network, all on your own brand and domain.
Acquire, onboard, advise, transact and retain on a single client record.
MaxWealth is the core of the MaxWealth suite. It is wealth management software built for how Indian mutual fund distribution actually works: PAN and KYC first, orders on the exchange, registrar files as the source of truth, and a principal distributor who needs to see the whole channel. Scroll the switchboard below to operate it.
The switchboard
Every module, one client record.
Scroll, or pick a module
01Onboarding
PAN, KYC, bank, up to three nominees, e-mandate and e-Sign in one guided flow.
02Transactions
Lumpsum, SIP, STP, SWP, switch and redemption go to BSE StAR MF, each tagged to a goal.
03Holdings
Scheme-wise and account-wise holdings, capital gains and transaction history across every folio.
04Client review
KYC status, risk profile and mapped model portfolio on one profile, with a review PDF a click away.
05Risk profile
A weighted questionnaire you configure, recorded against the client one answer at a time.
06Dashboard
Clients, active SIPs, pending KYC and month-wise trends for the whole firm, the morning you open it.
Built on real rails
Plugged into the pipes Indian mutual funds run on.
MaxWealth is BSE StAR MF software, a registrar feed reader, a mandate desk and a KYC checker in one. All six connections are live in the product today.
What flows on each connection
- BSE StAR MFOrders
- Purchases, SIPs, STPs, SWPs, switches and redemptions placed on the exchange from your platform.
- CAMSRegistrar files
- Folio and transaction files imported, so holdings match the registrar.
- KFintechRegistrar files
- The same import for KFintech-serviced schemes, so you keep a single book across both registrars.
- NPCIe-Mandates
- Mandates set up during onboarding, so SIPs start without paper.
- KRAsKYC lookup
- PAN-based KYC status checked before a client can transact.
- Aadhaar e-KYCVerification
- Identity verified inside the onboarding flow.
A two-minute self-check
Signals you have outgrown your tools.
These are the moments firms tell us they started looking. Tick any that sound familiar.
Tick the ones that sound like your week.
Tick the ones that sound like your week.
White-label
Every firm on the platform runs under its own name.
A white label mutual fund platform in the full sense. Each firm gets a subdomain or custom domain, its logo and colours across the advisor app and investor portal, and a separate database, so investors see your brand and nobody else's.
Three example brands for illustration; any number of firms can run on the platform, each on its own brand. The screen is the real product, re-coloured per brand.
Compliance is built into the platform.
Built for a regulated business from the first table.
SEBI-aware onboarding
KYC and nominee capture, including nominee rules, built into the flow.
A database per firm
Your book never shares a table with another firm's.
Role-based access
Admin, compliance, staff, support and sub-broker roles, each scoped.
Audit trail
Changes to clients, orders and settings are logged against the user who made them and the time.
Data in India
Client data is encrypted in transit and stored in India.
What is wealth management software for a mutual fund distributor?
It is the system a distributor runs the practice on: onboarding and KYC, placing orders, tracking holdings, producing client reports and managing the team. MaxWealth does all of this in one place, connected to BSE StAR MF, CAMS and KFintech, so nothing is re-typed between tools.
Is MaxWealth BSE StAR MF software?
Yes. Lumpsum, SIP, STP, SWP, switch and redemption orders are placed on BSE StAR MF from your own platform. Orders can be grouped into baskets, uploaded in bulk and tagged to a client's goal.
Can we run it as a white label mutual fund platform?
Yes. The advisor app and the investor portal carry your logo, your colours and your domain. Every firm runs on its own database, so your book never shares a table with anyone else's.
Is MaxWealth a product or a custom build?
A product. You configure it and brand it, then go live. There is no development project to fund first. If you need something bespoke, we also build custom wealth management software.
How is MFD software like this different from a CRM?
A CRM records conversations. MaxWealth moves money and keeps the records a regulated business needs. The client, the risk profile, the goals, the orders and the audit trail sit in one place.
Which asset classes does it cover, and how long does it take to go live?
Mutual funds are live and complete today, from onboarding through execution and reporting. FDs, bonds, insurance and NPS are planned. Going live is about configuration, branding and migrating your book, and we give you a date on the demo call.
Run your whole distribution business on it.
In a 30 minute demo we walk the switchboard through your own workflow, show your brand on it and give you a go-live date.
enquiries@mindstack.in. We respond within one business day.