Dhan Saarthi Partner: MFD App

Dhan Saarthi

About this app

Dhan Saarthi Partner is a dedicated mutual fund business app built for Mutual Fund Distributors (MFDs), IFAs, and AMFI-registered advisors across India. Manage clients, track your SIP book and AUM, and grow your distribution business — all from one app, under your own brand.

BUILT FOR MFDs AND IFAs
- Manage every client profile, KYC status, and portfolio in one place
- Track live AUM, SIP book, and business summary at a glance
- Add and manage new client leads with a built-in CRM
- Chat with clients directly inside the app

EXECUTE TRANSACTIONS WITH EASE
- Create SIP, lump sum, and redemption orders for any client
- Track order status and follow up on pending transactions

CLIENT ONBOARDING & COMPLIANCE
- Digital client onboarding and KYC
- Quick risk profiling for every client
- Generate and share investment proposals with clients

RESEARCH & REPORTS
- Explore mutual funds with live NAVs and fund details
- Generate portfolio, holdings, and capital gains reports for clients

MUTUAL FUNDS YOU CAN DISTRIBUTE
Empanelled with 50+ AMCs — access to all major mutual fund houses across India.

WHY DISTRIBUTORS CHOOSE DHAN SAARTHI
- Simple, modern interface built for daily use — not a legacy AMC portal
- AMFI Registered Mutual Fund Distributor platform (ARN-325085), operated by Khazana Fintech Pvt Ltd

Download Dhan Saarthi Partner and run your entire mutual fund distribution business from your phone.

Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. AMFI Registered Mutual Fund Distributor — ARN-325085.

What’s new

We've made it faster to manage your clients:
- Create Order page update
- Share profile sheet
- Push Notification
- Updated Client Onboarding
- UI and UX fixes
- Client Overview page updated
- Bug fixes and stability improvements

Update now for a faster Dhan Saarthi Partner.