Manage your work
Keep clients, relationships, portfolios, and everyday work organized in one place.
SOFTWARE FOR MUTUAL FUND DISTRIBUTORS
Grow your Business.
Meaningfully.
Everything you need to manage clients, portfolios, marketing, and engagement — built specifically for mutual fund distributors.
INBuilt for the people behind India's investor relationships.
InvestnamaMeaningful growth, made possible.MADE FOR YOUR BUSINESS
Built for Mutual Fund Distributors.
Investnama is built around the day-to-day work of MFDs — from managing client relationships to serving investors and growing your business.
Serve your clients
Give investors a simple way to view their investments, goals, and important updates.
Grow your business
Use digital tools and ongoing engagement to build stronger relationships and attract new clients.
THE CLIENT RELATIONSHIP JOURNEY
Get clients. Build relationships.
Retain what matters.
Investnama supports the full lifecycle of your business — from the first impression to the relationships that last.
Attract / 01
Get the right clients through the door
Make a stronger first impression and give new prospects a clear reason to choose your business.
- A polished digital presence
- A simple first step
- Confidence from the start
AUTOMATION
Let Investnama handle
the repetitive work.
Routine investment and client-data workflows should not require you to repeatedly collect, process, and maintain information manually.
01 / INPUT
Information arrives from your existing workflow.
Investment and portfolio information comes in ready to be reviewed, without starting from a blank screen.
Less chasing. Less updating. More time for clients.
New information•••
Data comes inIncoming
+Portfolio statementReceived
+Investment updateReceived
+Client recordReceived
WHO WE ARE
Technology that lets you be more human.
Mutual fund distribution is built on trust. But the work behind that trust can be complex, fragmented, and time-consuming.
We built Investnama to change that. One connected platform for the ambitious distributors who want to do their best work, serve their clients better, and build a business that lasts.
More about InvestnamaONE CONNECTED ECOSYSTEM
A better experience for you.
A better experience for your clients.
Give clients a simple, connected way to stay on top of investments and goals — while you stay connected to the relationship.
FOR YOUR BUSINESS
Run your business. Stay connected.
Manage client relationships, investments, goals, and communication from one connected place.
- Client management
- Portfolio overview
- Goal tracking
- Client communication
Take Investnama with you and stay connected wherever you work.
WHY INVESTNAMA?
One platform.
A better way to run your business.
Bring your client relationships, investments, goals and everyday workflows together — without adding more complexity to your business.
Built for MFDs
Designed around the way Mutual Fund Distributors actually work.
One connected platform
Bring client relationships, investments, goals and engagement together instead of managing multiple disconnected tools.
Better client experience
Give your clients a simple, modern way to stay connected with their investments and goals.
More time for relationships
Automate repetitive work so you can spend more time with clients and growing your business.
THE INVESTNAMA PLATFORM
Everything you need to run a modern MFD business.
Manage clients, understand portfolios, prepare reports and stay visible — in one connected platform.
01 / 04
Client Management
Manage your business overview and everyday client relationships from one connected place.
- Business & AUM overview
- Client Management
- Birthday & Anniversary reminders
- Client import
- Client goals
FOR YOUR CLIENTS
Give investors a
better view.
A simple, branded mobile experience that keeps your clients connected to their goals, portfolios, and to you.
- See their entire portfolio at a glance
- Track progress against their goals
- Reach you when it matters
MY INVESTMENTS
₹18,42,600Good morningAS
TOTAL PORTFOLIO
₹12,84,300+14.6% this yearGoal progressHome purchase
68% of ₹35L
⌂◌◎◍
CUSTOMER STORIES
Built for MFDs.
Trusted by MFDs.
See how distributors are using Investnama to build stronger client relationships and run their business more efficiently.
Coming soon
Customer stories will appear here as verified experiences become available.
CONTACT US
Let's build a
better business.
Choose a convenient time for a focused 15-minute walkthrough of Investnama.
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LET'S TALK
Ready to build a
better business?
See how Investnama can help you spend less time managing your business and more time growing relationships with your clients.