Frequently Ask
Questions

Profyt is a white-labeled platform that helps mutual fund distributors and advisors run client acquisition, onboarding, portfolios, and reporting under their own brand — so you stay the face of every client relationship.

Independent advisors, ARN holders, MFDs, and distribution teams who want modern digital tools without losing brand ownership can partner with Profyt.

Yes. Profyt supports new and existing distributors with onboarding guidance, platform access, and relationship-manager assistance to help you start and grow as an MFD.

Absolutely. Profyt is built so you remain the face of the relationship. Clients experience your brand while Profyt powers the technology behind the scenes.

Yes. Clients get a branded digital experience for portfolios, SIPs, and engagement — while you stay central to every interaction.

Profyt helps you organise and track investments across your book so you can manage client portfolios from one integrated platform.

You can process SIPs, lump-sum investments, switches, redemptions and related mutual fund transactions for your clients through the platform.

Profyt provides research support, scheme information and portfolio inputs that help you guide clients with clarity — recommendations remain advisory-led by you.

Yes. Partners get ready-to-share marketing collateral including social creatives, WhatsApp content, investor-education material and campaign ideas.

Yes. Business dashboards help you track AUM, SIPs, transactions and commission information so you know where growth is coming from.

Register with Profyt, complete assisted onboarding with your relationship manager, hit activation milestones, and start using growth tools to expand your business.