Everything you need to build, manage and grow your financial distribution business.
Profyt combines seamless technology, research, client onboarding, portfolio management, marketing resources, training and dedicated human support in one integrated platform.
Join 500+ MFDs already on Profyt
Built for MFDs who want to build a bigger business
Everything you need to build, manage and grow your financial distribution business.
Digital & paperless client onboarding
Manage investments & transactions seamlessly
Quick and responsive customer support
Real-time business
Portfolio Insights
Dedicated Relationship Manager
Digital & paperless client onboarding
Manage investments & transactions seamlessly
Quick and responsive customer support
Real-time business
Portfolio Insights
Dedicated Relationship Manager
Share your details and complete the partner-registration process.
Your relationship manager will help you access the platform, understand the dashboard and complete your profile.
Complete your first login, onboard your first client and process your first SIP or lump-sum investment with support from the Profyt team.
Access marketing resources, research, portfolio information, warm leads and business dashboards.
Use Profyt's growing product shelf to serve more client needs and build additional earning opportunities.
Partnering with leading financial institutions to help you serve every client need.
Built for every stage of your journey
Identify, attract and convert prospects into investors with built-in lead management tools.
Paperless KYC, e-signatures and account setup from anywhere.
Real-time portfolio tracking, rebalancing alerts and performance reports.
Fund research, market updates and analyst notes to guide client conversations.
Ready-made marketing collateral, social assets and campaign templates branded for you.
Buy, sell, switch and redeem across all clients from a single interface.
Live AUM, SIP count, revenue and growth metrics at a glance.
AI-powered nudges and alerts to act on client opportunities before they pass.
Join thousands of satisfied partners growing with Profyt
“Profyt gave me structure from the very beginning. As a new ARN holder, I needed someone to help me move from registration to actually doing business. My relationship manager guided me through the platform, my first client onboarding and my first SIP.”
Abhijeet Chavan
Mutual Fund Distributor, Pune
“My clients see my brand throughout their experience. They get the convenience of a modern platform while continuing to recognise me as their financial partner.”
Shivansh Arya
Mutual Fund Distributor, Delhi
“I can track my AUM, SIP book, transactions and commission information in one place. I know which clients need attention and where the next opportunity may be.”
Rahul Mehta
MFD Partner, Bengaluru
“Profyt gave us a branded digital experience without building a tech team. Our clients feel like they're dealing with us — not another platform.”
Pawan Kumar
Mutual Fund Distributor, Delhi
“The marketing support gives me relevant material that I can share using my own branding. It helps me remain visible without taking time away from my core business.”
Subhash Mhatre
Mutual Fund Distributor, Mumbai
“Being able to support clients across mutual funds, fixed deposits, insurance and other products helps me deepen relationships and create more opportunities.”
Nitin Mane
Mutual Fund Distributor, Mumbai
One Relationship. More Opportunities.
Whether it's about our loan process, eligibility, or security, we're here to provide clear and helpful information to guide you.
A look at white-label experiences that keep the advisor at the center of every client interaction.
By Profyt Team • Mar 19, 2020
Practical steps to reduce drop-offs and create a smoother paperless KYC flow for new clients.
By Profyt Team • Apr 02, 2020
Why clear reporting builds trust — and how to make reviews a recurring growth engine.
By Profyt Team • May 14, 2020
How co-branded campaigns and content calendars help MFDs stay visible without extra effort.
By Profyt Team • Jun 08, 2020
Profyt is a white-labeled platform that helps mutual fund distributors and advisors run client acquisition, onboarding, portfolios, and reporting under their own brand.
Your clients. Your brand. Your growth
