ZFunds - MFD Karein Shuru

ZFunds

About this app

Run, grow and scale your mutual fund distribution business from one powerful platform.
ZFunds is a technology and business platform built for Mutual Fund Distributors and Wealth Managers who want to serve clients better, operate more efficiently and build a stronger distribution business.
From client onboarding and portfolio management to research, transactions, marketing and AI-powered assistance, ZFunds brings the tools you need to manage your practice into one seamless ecosystem.
Whether you are an experienced ARN holder or just beginning your journey as an MFD, ZFunds helps you build a more professional, scalable and technology-enabled advisory business.
➡️ Meet ZIVA – AI Built for MFDs & Wealth Managers
ZIVA is an AI assistant designed specifically around the everyday needs of distributors. Use ZIVA to:
✅ Create personalised client portfolios
✅ Research funds and investment strategies
✅ Understand and compare portfolios
✅ Generate client-ready investment content
✅ Prepare for client conversations
✅ Simplify day-to-day workflows
➡️ Manage Your Entire Client Business
Bring client relationships, portfolios and transactions together in one place.
✅ Track internal and external client portfolios
✅ View investments across clients from a unified dashboard
✅ Facilitate Mutual Fund transactions digitally
✅ Set up UPI mandates quickly and conveniently
✅ Pause eligible SIPs without cancelling the investment journey
✅ Monitor portfolio activity and client investments
✅ Support clients across different financial goals
➡️ Research That Helps You Make Better Decisions
Move beyond basic fund data with research and insights designed for distributors.
✅ Access curated Mutual Fund research
✅ Review fund performance, risk metrics and portfolio information
✅ Analyse schemes across categories and AMCs
✅ Access fund manager and portfolio insights
✅ Identify suitable investment ideas for different client requirements
✅ Review client portfolios with greater context and clarity
➡️ Build Stronger Client Portfolios
Support clients across different stages of their financial journey. Use ZFunds for goals such as:
✅ Wealth creation
✅ Retirement planning
✅ Children’s education
✅ Tax planning
✅ Regular investing
✅ Long-term financial goals
➡️ End-to-end Support for MFDs
ZFunds goes beyond transactions to help distributors build stronger, more visible businesses.
✅ Create your own digital presence
✅ Access ready-to-use marketing support
✅ Engage clients through digital campaigns
✅ Create and share investment content
✅ Access online and offline business-growth initiatives
✅ Strengthen client engagement and retention
➡️ Premium Investment Opportunities
For distributors looking to expand beyond traditional Mutual Funds, ZFunds also enables access to a broader investment ecosystem. Explore opportunities across:
✅ Specialized Investment Funds (SIFs)
✅ Portfolio Management Services (PMS)
✅ Alternative Investment Funds (AIFs)
✅ Bonds and Fixed Income opportunities
✅ Fixed Deposits
✅ International and GIFT City investment opportunities
Build deeper relationships with affluent and HNI clients by offering a wider range of investment strategies.
➡️ Dedicated Relationship Support
Technology works better when it is backed by people. ZFunds provides access to dedicated relationship support to help distributors navigate products, transactions, client requirements and business opportunities.
➡️ Built for Distributors Who Want to Grow
Join a growing network of 18000+ Mutual Fund Distributors using ZFunds to manage clients, access investment solutions and build their business.
Regulatory Information
AMFI Registered Mutual Fund & SIF Distributor
ARN: 163501
APMI Registered PMS Distributor
APRN: APRN01070
BSE Member Code: 35243
For important disclosures, visit:
https://zfunds.in/disclosure

What’s new

Add a new bank for your client and start running their SIPs from it.

* Set up autopay on the new bank in the same flow
* Choose which bank pays for which SIP
* Faster setup, fewer failed payments