Run your MFD practice with more control, less manual work.

Aina CRM is a CRM and practice operating system designed specially for Mutual Fund Distributors. It helps manage client data, compliance readiness, review meetings, service requests, team tasks, reporting, marketing and business automation — all from one structured platform.

No. Aina CRM is useful for individual MFDs, growing firms and larger teams. It helps bring structure and scalability at every stage of growth.

Aina CRM helps organize DDQ files, compliance checklists, complaint registers, client consent records, risk-profile records, document folders and internal SOPs — so compliance preparation becomes systematic instead of a last-minute scramble.

Yes. Aina CRM tracks review meetings, service requests, SIP rejections, lead follow-ups, client tasks and team responsibilities in one place, with reminders and escalations so fewer things slip.

Yes. Aina CRM supports content calendars, investor-education posts, WhatsApp creatives, email newsletters, landing pages, event promotions and lead-capture systems — with a compliance check on every creative.

Yes. Aina CRM tracks RM-wise tasks, pending activities, lead follow-ups, service requests and business reports, giving the owner clear visibility into team accountability.

Yes. Aina CRM includes AI-focused capabilities such as CRM query assistance, email-draft support, meeting summaries, lead qualification, campaign ideas and client-review summaries.

To reduce manual work, improve client servicing, strengthen compliance readiness, organize client data, track team performance and scale the practice with stronger systems — instead of running everything on memory, Excel and WhatsApp.