Get More Clients
Increase your customer base and expand your business by attracting new customers to your services
Give better services
Enhance the quality of services provided to your customers, ensuring their satisfaction and loyalty
Increase your Income
Grow your earnings and achieve higher income through our effective strategies
Who we are:
Investnama is dedicated to revolutionizing the mutual fund industry in India. Our vision is to empower mutual fund distributors and financial professionals with cutting-edge software solutions that enhance client experiences and drive industry growth. With a focus on simplicity and excellence, we offer a range of services to help you thrive in this competitive landscape.
Our Services
Personalized Digital Marketing
Elevate your outreach with personalized digital marketing solutions. Send personalized posters in multiple languages to engage and retain your clients effectively
Weekly Reports
Stay informed with essential data and analysis of recent market developments. Distributors can leverage this information to make informed decisions for their clients’ investments, ensuring they stay ahead in the ever-changing financial landscape.
Promotional Rewards
Stand out in the market by offering exclusive promotional rewards to your clients. Differentiate yourself from the competition and incentivize client loyalty with our rewards program
Portfolio Tracking
Enhance trust and transparency in your portfolio management with our tracking system. Keep your clients informed about their investments by providing portfolio tracking features to them
Goal Planning Tools
Empower your clients to become ideal investors with our goal planning solutions. Provide them with the guidance and tools they need to set and achieve their financial objectives
Client Appreciation Outreach
Strengthen your client relationships with personalized gestures and outreach on special occasions. Show your clients they are valued and appreciated, enhancing their loyalty and satisfaction
Our Clients
We proudly serve mutual fund distributors across India who are dedicated to achieving success in the financial industry. Our clients trust us to provide them with the tools and support they need to thrive in a competitive market
Our Client’s Feedbacks
Gaurav Sharma
Investnama is not just a service; it’s a partner in my success journey. Their personalized greetings bring warmth to my client relationships, and the transparency in portfolio tracking builds trust. Simply outstanding!
Dipak Paswan
Investnama’s personalized greetings are a hit with my clients. While their services are top-notch, I believe there’s room for improvement in some areas. Overall, a solid choice for mutual fund distributors
Sunil Kumar
Investnama has been a game-changer for my mutual fund distribution business. Their software and personalized marketing tools have helped me attract and retain clients like never before. Highly recommended!
Niranjan
Investnama’s transparency in portfolio tracking has not only increased my clients’ trust but also my credibility as a distributor. The personalized greetings have added a personal touch to our client relationships. Thanks to Investnama, my business is thriving!
Rajiv Kumar
Investnama has definitely improved my client engagement. The goal planning tools are fantastic, and the weekly reports keep me informed. Overall, a valuable asset for mutual fund distributors
Amlendu Vikash
As a mutual fund distributor, I needed an edge in the competitive market. Investnama’s personalized marketing materials gave me that edge. While they’re great, I look forward to even more innovations
Get In Touch
Frequently Asked Questions
How can I analyze and compare different mutual funds to suggest the best one to my clients?
To give the best mutual fund to your clients, you need to analyze the fund’s aim and strategy, compare previous performance and risk metrics, track returns for its fund manager, and examine their charges. Apart from this, you also need to know your client’s investment objective and their risk-taking ability
As a mutual fund distributor (MFD), how can I attract and increase my clients?
To gain and increase clients as a MFD, you need to create a powerful internet presence, provide personalized guidance, and provide outstanding client service so that your existing clients can do word-of-mouth marketing for you to your future clients.
As a mutual fund distributor, what are the best practice’s for maintaining strong client relationships?
To maintain strong communication, you need to suggest funds according to their investing objectives and risk tolerance, then provide regular updates to their investment and market trends so that they can increase their financial literacy and ensure that clients understand the risk and potential return associated with the suggested fund.
How can I increase the SIP or lumpsum investment from my current clients as a mutual fund distributor?
To increase investment from your existing clients, you need to do goal planning for them, keep them up-to-date with their portfolio performance and market trends, and educate them about long-term wealth generation and higher returns. You can also share stories and feedback from other clients who have benefited from increased investment.