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Next-Gen Platform for Mutual Fund Distributors

No Files. No Fuss. Just Growth. Go 100% Digital with JezzMoney!

JezzMoney is the most innovative platform for independent MFDs. Whether it's in-depth market research, portfolio management, or advanced digital software. JezzMoney equips you with everything you need to succeed in your business.

Join us and become a Smart Mutual Fund Distributor today!

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real-time-insight
Real-Time Portfolio Insights
Stay updated with real-time data on client portfolios and fund performance.
Paperless Onboarding
Paperless Onboarding
Say goodbye to paperwork — onboard clients 100% digitally.
Advanced CalculatorsFrom SIP to Retirement planning, use powerful tools to simplify client advising.
Advanced Calculators
From SIP to Retirement planning, use powerful tools to simplify client advising.

How to Succeed as a Mutual Fund Distributor?

Build your business with an advanced mutual fund distributor platform designed for growth and efficiency. Our comprehensive mutual fund software equips you with cutting-edge tools and technology to establish yourself as a trustworthy distributor in a competitive market.

We provide clear MF research, curated mutual fund schemes, and an all-in-one application that includes every essential tool you need. From in-depth fundamentals to personalized features, we ensure your business operations are smooth and investor-ready. With personal micro-profiles tailored for investors across India, you can deliver customized investment experiences, build stronger client relationships, and enhance trust.

Become a Partner and empower your mutual fund journey with technology, insight, and support that truly make a difference.

Become a Partner

Why Choose JezzMoney MFD Software?

JezzMoney is a white-label advanced MF distributor SaaS Platform for well-managed distributor businesses. It can digitally manage assets, facilitate online transactions, and efficiently manage your client. We connect the investor to MF distributors globally from one platform to bring the MF business online.

Our advanced wealth-tracking application is intuitive and adaptable. It enables you to make informed, timely decisions that will lead to a more prosperous future.

Client Management System
Our Client Management System enables distributors to quickly handle all clients with advanced tools. Whether you're managing portfolios with different goals or tracking investment performance, our software simplifies every interaction. JezzMoney covers everything from managing transactions and tracking client data to client goals, depending on individual investment requirements.
  • Save Client Asset reports and LI/GI
  • Client-Side Mobile Application
  • Merge Duplicate Users
  • Advance MF Tools
Portfolio Management Tools
The portfolio management tools offered by JezzMoney have an intuitive interface intended to maximize your investing experience. Our straightforward dashboard makes monitoring, analyzing, and tweak investment portfolios easy. Advanced basics requirement form to generate client portfolios. You can give quick suggestions in profitable screams and share them with the clients.
  • Advance Dashboard with Graphs
  • Client Goal List Monitoring
  • SIP/STP/SWP Reports
  • MF AUM Details
Calculators and Simulators
Our advanced financial calculators and simulators can help you make better choices. Before you decide what to do with your investments, plan them by simulating different outcomes and scenarios. Our tools help you forecast potential returns, assess risks, and devise the best strategies tailored to your financial objectives.
  • 50+ Advance Calculators and 15+ Simulators
  • Analyze Schemes Performances
  • User-Friendly Interface
  • Easy Scheme Predictions
AUM Master Report
The AUM master report gives you a clear and simple view of your clients' total investments. With the AUM master report, you can easily see how much is invested, where the money is going, and how it’s performing. It helps you track growth, deposits, withdrawals, and changes over time. Whether you're managing one client or many, the AUM master report keeps you updated.
  • Transactions of BSE, NSE, and MF Secure Loans
  • Client Folio and Profit Loss
  • Quick Report Generation
  • Download & Share

Why You Need Mutual Fund Advisor Tool?

Mutual fund businesses work with trust and the right management. MF distributors need a tool that makes you advance in your management and provides deep research. Here are some advanced features of JezzMoney that make you brilliant:
Investment Guidance on mutual fund investment
Proper Investment Managment
Accredited investors assess clients' investment objectives and risk profiles to give various meters on some investment plans. With proper research and systematic research, it is easy for distributors to manage clients.
On-time Investment Advice on mutual fund investment
Accredited Investor Profiling
Assess clients' financial goals, risk tolerance, and suitability through advanced profiling tools. With integrated research and automated insights, it's easier than ever to match clients with the right investment plans.
Portfolio Management in mutual fund investment
On-Time Advisory Alerts
Provide proactive investment advice and timely recommendations. Automated alerts and reminders keep you and your clients aligned with market opportunities and rebalancing needs.
Transaction Assistance on mutual fund investment
Transaction Assistance
Place mutual fund transactions online across BSE and NSE with pre-filled client data. Instantly share forms and transaction links via WhatsApp or email, ensuring fast, error-free execution.
Multi Asset Management
Multi-Asset Management
Handle a variety of asset classes including equity, debt, commodities, real estate, and even postal investments from one centralized dashboard. JezzMoney simplifies asset allocation and tracking.
Lead Management
Lead Management
Never miss a follow-up. With lead tracking, automated client onboarding, and reminder notifications, you can seamlessly convert prospects into loyal investors while saving time.

What We Offer in Our Application?

Check out the best mutual fund application by JezzMoney and how every small thing we craft gives you the best feel and experience while managing client data and investment!

Digital Onboarding Software

Onboard clients in minutes through a fully paperless, API-integrated KYC process. It’s fast, secure, and 100% compliant, allowing you to focus on growing your business.

Easy Transactions Across All Modes

Execute and manage mutual fund transactions across BSE and NSE, including SIPs, Lumpsum, SWP, and STP. Everything you need is in one simplified interface.

Powerful Financial Planning Tools

Offer your clients smart tools like SIP, Lumpsum, and goal-based calculators to help them make informed financial decisions with confidence.

Advanced Portfolio Dashboard

Monitor AUM, SIP book, transactions, redemptions, and client growth with a live, intuitive dashboard. Real-time insights at your fingertips.

Commission and Trail Income Reports

Track your earnings with complete transparency. Access detailed commission statements and trail income analytics designed for distributor needs.

Comprehensive Mutual Fund Research

Explore fund comparisons, performance data, risk profiles, and the latest ratings to support better investment advice for your clients.

White-Label Platform for Your Brand

Run your distribution business under your own identity. Customize the platform with your branding, logo, and domain to strengthen your presence.

Built-In Compliance Framework

Fully aligned with AMFI, SEBI, and FATCA requirements. Operate with peace of mind knowing your business stays compliant as you scale.

How JezzMoney Advance Your Business?

JezzMoney provides the best calculators and knowledge to build the right investment plan. The global distributor data is open for the public to connect to the local distributor for the best advice and investment plans.
view all calculators

Testimonials

"I run my business very differently now that I use JezzMoney Software. It's easy to handle client portfolios and keep track of investments and performance in one platform. It has also greatly improved the way I work, which has saved me from handling daily tasks. "
Ritesh Shah
Mutual Fund Distributor
"Thanks, JezzMoney! Your software not only simplifies client management but also helps in tracking transactions, commissions, and portfolio performance. My productivity has increased because of this software, and I've been able to focus more on growing my client base. "
Dhaval Rupera
Mutual Fund Distributor
"What I love most about this Mutual Fund Distributor Management System is how easy it makes everything. Whether managing client relationships, accessing portfolio data, or generating reports. Also, I get free clients from the MF distributor's profile on the website. It has saved me time and improved my work. I must recommend it! "
Milind Shah
Financial Advisor

News & Articles

Stay awake and informed about quick changes in the market. Stay ahead of the curve with frequent updates and analysis through our latest news & articles!

NPS vs PPF vs EPF comparison
NPS vs PPF vs EPF: Which Retirement Investment is Right for You?
Compare NPS, PPF, and EPF to find the best retirement plan in India. Understand returns, tax benefits, and choose the right option for your future.
Read Blog
Understanding Brokerage Costs_ A Deep Dive into JezzMoney Brokerage Calculator
Understanding Brokerage Costs: A Deep Dive into JezzMoney Brokerage Calculator
Understand your exact trading costs with the JezzMoney Brokerage Calculator. Estimate brokerage, STT, GST, and more for equity, F&O, currency, and commodity trades in India.
Read Blog
How Much Will You Earn from Your LIC SIP
How Much Will You Earn from Your LIC SIP?
Use JezzMoney's LIC SIP Calculator to forecast your returns and build a more brilliant investment plan today: real examples, simple formulas, and expert tips.
Read Blog
SWP calculator to check your wealth
Use the JezzMoney SWP Calculator to Build your Wealth
Generate regular income and grow your wealth with the JezzMoney SWP Calculator. Plan smart withdrawals and achieve long-term financial stability today.
Read Blog
View all blogs

Distributor's Reports

We received feedback from distributors after they used our management dashboard.

  • Increase in Productivity : The platform's modern interface is intuitive and user-friendly. From managing transactions to viewing MIS reports, every function is designed for simplicity and speed.
  • Ease Of Use : White-label customization and a branded client mobile app allow distributors to build their own identity while delivering a professional digital experience to clients.
  • Brand Value Creation : Distributors gain end-to-end visibility with real-time portfolio tracking, commission and trail income reports, and client insights all securely managed through cloud-based software.
  • Control of Business : With advanced financial calculators, mutual fund research tools, and compliance-ready analytics, distributors can offer smarter advice and drive better client outcomes.
Increase in Productivity 92 %
Ease of Use 92 %
Brand Value Creation 80 %
Control of Business 100 %

FAQs

What is JezzMoney?
How can I partner with JezzMoney?
What features does the JezzMoney platform offer?
How does the client management system work?
Can I access JezzMoney on my mobile device?
What kind of support does JezzMoney provide to its distributors?
How do financial calculators and simulators help in investment planning?
What transaction reports are available on the platform?
Why is it important to have a mutual fund advisor?
How can I stay updated with market changes using JezzMoney?
How We Works in Your Best Interest
Monthly Investment
₹
AFTER 25 YEARS, IT WOULD HAVE ACCUMULATED TO
BANK @ 4%
FIXED DEPOSIT @ 7%
GOLD @ 9%
SENSEX @ 12%
MUTUAL FUNDS @ 15%