Compliance & DDQ readiness
DDQ files, consents, registers and risk records stay organised all year — not assembled the night before an audit.
Impact: Audit-ready, always
Built only for Indian MFDs · AMFI & SEBI-aware · DPDP-ready data isolation
Run your MFD practice with more control, less manual work.
Clients, compliance, SIP follow-ups, reviews and reports — one structured platform your whole team runs on, instead of Excel, memory and WhatsApp.
- No more scattered Excel & WhatsApp
- No more missed reviews or follow-ups
- No more last-minute DDQ stress
AMFI & SEBI-aware by design DPDP-ready data isolation Live within a day
Sharma family review ready
Branded PDF · 16.9% family XIRR
Your practice, live
AMFI NAVs syncedAssets Under Management
₹4,28,16,500
▲ ₹58.4L unrealised gain · 16.42% family XIRR
Churn Radar3 at-risk clientsRetention scripts ready
Compliance Gate100% compliantARN on every message
SIP bounce caughtAuto-recovery
Mandate failed for Sharma family — compliant WhatsApp reminder already queued.
Purpose-built for the Indian MFD practice
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Client-ready financial calculators
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AMFI schemes valued daily
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Ready-made automation recipes
0 rules
Compliance checks on every send
Your whole practice, one system
Everything an MFD firm runs on
Six pillars. One login. No more stitching tools together.
Clean client data
De-duplicated masters, family mapping and missing-KYC reports — one book your whole team trusts.
Impact: One source of truth
Servicing on autopilot
SIP-bounce recovery, review reminders and renewal trackers run themselves — every message compliance-checked.
Impact: Less manual chasing
Reporting & MIS
Daily SIP, redemption, net-sales and RM-wise reports — live, without anyone compiling Excel.
Impact: Run the firm by numbers
Marketing & lead capture
Content calendar, WhatsApp & email creatives and landing pages — consistently visible, always compliant.
Impact: Stay top of mind
AI business assistantAI-powered
Ask your book anything, draft client emails, summarise meetings — practical AI for the daily practice.
Impact: Work smarter
60+ financial calculators for MFDs
Win the meeting with calculators clients remember
Every illustration prints as a branded PDF with the client's name — and shares to WhatsApp in one click.
- Scheme returns prefill live from real funds
- Save scenarios per client, reload at the next review
- Your logo, ARN and market-risk disclaimer built in
SIP 360° Planner
₹25k/mo → ₹2.3 Cr in 20y
Step-Up SIP
10%/yr step-up = 2.5× corpus
Insurance IRR
That plan is really 5.36%
Capital Gains Tax
LTCG with CII indexation
Old vs New Regime
Save ₹89,700 this year
FIRE Number
Financially free at 50
Live in a day, not a quarter
How your firm moves to Aina
No migration project, no consultants. Your RTA exports are the migration.
1
Drop your CAMS / KFintech files
Your RTA exports are the migration — AUM, SIP book and families appear ready-to-use.
2
Switch on the automations
Pick from 40+ ready recipes — SIP-bounce recovery, review reminders, KYC drives. Every send passes the compliance gate.
3
Spend your day growing AUM
Each morning starts with a what-to-do-next list. The back office runs itself.
Founding member pricing
Flat, honest pricing — your bill doesn't grow with your AUM
One-time setup, then a flat per-user yearly fee. No per-client charges. No AUM-linked fees.
Growth
Everything an MFD firm needs to run day-to-day — clients, money, service, automation & AI alerts in one organised place.
₹9,499/ user / year
+ ₹45,000 one-time setup (per firm)
3 users = ₹28,497 / year
- Dashboard, Tasks, Meetings & Calendar
- Leads, Clients & Family Mapping
- Risk Profile & Any 20 Calculators
- Insurance Policies & Claims
- Insurance Renewal Alerts
- Business Entities — All Products
- Email Automation
- User Management & Basic Support
- Report / MIS
- Command Centre — AI Alerts
- Next Big Action — AI Alerts
- Proposals & Insurance Commission Tracker
- Attendance & Leave Tracker
- Sub-Distributor Module
- Workflow Rules & Basic Automation
- Recorded Training Sessions & Aina Content Library
Most Popular20% OFF
Premium
Full AI, compliance & practice management for firms scaling seriously.
₹12,499/ user / year
+ 97000₹77,600 one-time setup (per firm)
3 users = ₹37,497 / year
Everything in Growth, plus:
- AI Assistant & AI Tool Training
- Advanced Goal Planning
- Brokerage Management
- DDQ Compliance Management & Audit
- Portfolio Intelligence
- Practice & Finance Tools
- Advanced Automation
- WhatsApp Automation
- IT Support & Customised Presentations
- CRM Usage Tracking & Team Implementation
- Personalized Training Sessions
Enterprise
Custom CRM Customization
A CRM built and tailored to your firm's exact workflow — hosted on your own server, fully under your control.
Let's talk
Custom-quoted for your firm — self-hosted on your own server.
Talk to us for a tailored plan
Everything in Premium, plus:
- Hosted on your own server / infrastructure
- Bespoke modules & workflows built for your firm
- Custom integrations (RTA, AMC, in-house tools)
- Your branding end-to-end (white-label)
- Dedicated implementation & priority support
- Tailored data migration & onboarding
RTA Data Import
One-time onboarding add-on
We import your full historical book from CAMS & KFintech RTA files — folios, holdings, transactions & capital gains — so you go live with clean, complete data from day one.
Individual ARN
₹10,000
Corporate ARN
₹20,000
Every plan includes
Row-level data isolation AMFI/SEBI compliance gate Your own WhatsApp / email accounts — no per-message markup Free product updates
* Billed annually, minimum 3 users. Setup is a one-time, per-firm fee. Training, customisation & marketing services are quoted separately. Taxes as applicable.
Questions MFDs ask us
Frequently asked questions
A CRM and practice operating system built only for Mutual Fund Distributors — client data, compliance, reviews, service requests, team tasks, reporting and marketing in one platform.
Individual ARN holders, growing firms with RM or ops teams, and larger MFD practices. If you run on Excel, memory and WhatsApp today, it replaces all three.
DDQ files, checklists, complaint registers, consent and risk-profile records stay organised continuously — so an audit is a download, not a scramble.
Yes. Reviews, service requests, SIP rejections and lead follow-ups sit in one tracked queue with reminders and escalations, so fewer things slip.
Yes — content calendar, WhatsApp and email creatives, landing pages and lead capture, with a compliance check on every creative before it goes out.
Yes. Ask-your-data queries, email drafting, meeting summaries, lead qualification and campaign ideas — practical AI for daily practice management.
Why MFDs choose Aina
Not a generic CRM bent to fit — built for the MFD practice
Compliance built in, not bolted on
Every WhatsApp, email and SMS passes an 11-rule AMFI/SEBI gate — ARN/EUIN, disclaimers, consent and opt-out — so your audit pack assembles itself.
Your WhatsApp, your cost
Connect your own WhatsApp, SMS and email. Messaging stays in your name with no per-message markup from us.
Your data stays yours
Row-level isolation (DPDP-ready), 2FA, backups and staff-exit access removal — each RM sees only their own book.
Built with working ARN holders
Designed around the real MFD day — CAMS/KFintech imports, family reviews, SIP recovery — not a generic CRM bent to fit.
Ready to run a system-driven practice?
Stop running your firm on memory, Excel and WhatsApp — bring it all into one platform.
Built only for Indian MFDs Your RTA exports are the migration Live within a day