AssetPlus - MF Partner App
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About this app
AssetPlus is India’s most trusted app for MFDs to build a completely digitized business. Our vision is to build the best-assisted platform for Mutual Fund Distributors and empower them to help India achieve financial freedom.
Our products including Mutual Funds, Insurance, Fixed Deposits, NPS, PMS, Loans & Bonds assist you in catering to a broad investor base with multiple financial goals.
Join the growing family of 8000+ MFDs & Financial Advisors, who trust AssetPlus as their partner for end-to-end business solutions.
Grow your business with:
Dedicated relationship managers
Exclusive support team to help in operations
One App to manage your entire business
Instant client onboarding within 180 seconds
Unique and curated co-branded marketing materials
Training and Development sessions conducted by industry experts
Knowledge resources backed by expert research
Separate Client App with your branding
Client Referral Feature
With the AssetPlus app, ensure a hassle free investment experience for your clients:
Paperless Online KYC
Initiate transactions instantly (Lumpsum, Redemption, Switch, SIP, STP, SWP)
Paperless mandates
Generate account statements
Generate Mutual Fund portfolio reports
Track external investments of your clients, etc
Enhance your earning potential
For over 3 crore investors in India, there are only about 1 lakh distributors. Only about 6% of the market is capitalized, and the mutual fund industry is projected to grow 3X in size within 7 years.
Don’t miss this opportunity to become one among the 10,000 MFDs earning more than Rs. 1 lakh per month.
Build your own wealth while helping others in their wealth creation journey.
Download and start using the AssetPlus Partner App now to supercharge your MFD business and help your clients achieve Financial Freedom.
Frequently Asked Questions (FAQs)
Why choose AssetPlus App?
The AssetPlus App is the perfect partner in your distribution business - Right from training eligible candidates to qualify their NISM series VA certification & obtain an ARN, to providing tech support, operational assistance, business development guidance, marketing & client acquisition strategies, we help you expand your client base, increase your AUM and ultimately grow your MFD business. Use our accurate & interactive mutual fund tracker and mutual fund calculators for smart investment recommendations.
What types of transactions are possible?
Facilitate Mutual Funds investments through SIP and Lumpsum
Help clients invest in NPS, Corporate FDs,
Purchase Insurance policies and avail Loans,
Switch between mutual fund schemes through STP,
Convert direct investments into regular mode under your ARN
Which AMCs are available to partner with on the AssetPlus?
AssetPlus enables you to empanel with all the AMCs in India and distribute the 2000+ mutual fund schemes including the following AMCs:
Axis Mutual Fund
Aditya Birla Sun Life Mutual Fund
Canara Robeco Mutual Fund
DSP Blackrock Mutual Fund
Franklin Templeton Mutual Fund
HDFC Mutual Fund
ICICI Prudential Mutual Fund
Invesco Mutual Fund
Kotak Mahindra Mutual Fund
Quant Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Nippon India Mutual Funds
What are the charges or fees for using the AssetPlus App?
The AssetPlus App is completely free of cost for you to use. We charge a nominal fee to the mutual fund companies for the services we provide.
Are there portfolio tracking facilities?
Yes, we offer exclusive portfolio tracking facilities. You can now directly upload client portfolios from CAMS with just an OTP. Now track external and internal investments of your clients directly on the dashboard. We also provide detailed reports like Portfolio Report, Capital Gains Report, Investor Report, Family Report, etc for complete control over your clients’ investments.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
[Minimum supported app version: 2.0.234]
Our products including Mutual Funds, Insurance, Fixed Deposits, NPS, PMS, Loans & Bonds assist you in catering to a broad investor base with multiple financial goals.
Join the growing family of 8000+ MFDs & Financial Advisors, who trust AssetPlus as their partner for end-to-end business solutions.
Grow your business with:
Dedicated relationship managers
Exclusive support team to help in operations
One App to manage your entire business
Instant client onboarding within 180 seconds
Unique and curated co-branded marketing materials
Training and Development sessions conducted by industry experts
Knowledge resources backed by expert research
Separate Client App with your branding
Client Referral Feature
With the AssetPlus app, ensure a hassle free investment experience for your clients:
Paperless Online KYC
Initiate transactions instantly (Lumpsum, Redemption, Switch, SIP, STP, SWP)
Paperless mandates
Generate account statements
Generate Mutual Fund portfolio reports
Track external investments of your clients, etc
Enhance your earning potential
For over 3 crore investors in India, there are only about 1 lakh distributors. Only about 6% of the market is capitalized, and the mutual fund industry is projected to grow 3X in size within 7 years.
Don’t miss this opportunity to become one among the 10,000 MFDs earning more than Rs. 1 lakh per month.
Build your own wealth while helping others in their wealth creation journey.
Download and start using the AssetPlus Partner App now to supercharge your MFD business and help your clients achieve Financial Freedom.
Frequently Asked Questions (FAQs)
Why choose AssetPlus App?
The AssetPlus App is the perfect partner in your distribution business - Right from training eligible candidates to qualify their NISM series VA certification & obtain an ARN, to providing tech support, operational assistance, business development guidance, marketing & client acquisition strategies, we help you expand your client base, increase your AUM and ultimately grow your MFD business. Use our accurate & interactive mutual fund tracker and mutual fund calculators for smart investment recommendations.
What types of transactions are possible?
Facilitate Mutual Funds investments through SIP and Lumpsum
Help clients invest in NPS, Corporate FDs,
Purchase Insurance policies and avail Loans,
Switch between mutual fund schemes through STP,
Convert direct investments into regular mode under your ARN
Which AMCs are available to partner with on the AssetPlus?
AssetPlus enables you to empanel with all the AMCs in India and distribute the 2000+ mutual fund schemes including the following AMCs:
Axis Mutual Fund
Aditya Birla Sun Life Mutual Fund
Canara Robeco Mutual Fund
DSP Blackrock Mutual Fund
Franklin Templeton Mutual Fund
HDFC Mutual Fund
ICICI Prudential Mutual Fund
Invesco Mutual Fund
Kotak Mahindra Mutual Fund
Quant Mutual Fund
Mirae Asset Mutual Fund
Motilal Oswal Mutual Fund
Nippon India Mutual Funds
What are the charges or fees for using the AssetPlus App?
The AssetPlus App is completely free of cost for you to use. We charge a nominal fee to the mutual fund companies for the services we provide.
Are there portfolio tracking facilities?
Yes, we offer exclusive portfolio tracking facilities. You can now directly upload client portfolios from CAMS with just an OTP. Now track external and internal investments of your clients directly on the dashboard. We also provide detailed reports like Portfolio Report, Capital Gains Report, Investor Report, Family Report, etc for complete control over your clients’ investments.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
[Minimum supported app version: 2.0.234]
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