Agentic AI · Now Available for MFDs

The Future of Mutual Fund
Distribution is Autonomous

Let Agentic AI drive actions, uncover opportunities, and accelerate your AUM growth — while you stay focused on clients.

Book a Free Demo → See the AI in Action
simplicity fintech — agentic ai console
you   › Which clients have SIPs due this week but haven't completed KYC?
agent› Scanning SIP mandates · Checking KYC status · Cross-referencing CAMS...
result› 3 clients found: Ramesh Iyer, Priya Kulkarni, Santosh More — opening compliance view
you   › Send them a WhatsApp reminder
Integrated with
📊
NSE Invest
🏦
CAMS & KFintech
📈
Angel One
📉
AMFI · NSE · BSE

Your advisory is only as good as the time you have for it.

Three problems every MFD faces. One platform that solves all of them.

01

Client calls in 2 minutes. Portfolio data is in one tab, capital gains in another, SIP book somewhere else. You spend the first five minutes scrambling — not advising.

02

Opportunities pass undetected. Clients with idle cash, missed SIPs, or expiring mandates don't surface — because finding them means manually reviewing hundreds of folios.

03

Every new CRM adds months of lag. Tribal knowledge doesn't transfer. Context is lost. Client relationships built over years depend on people, not systems.

Simplicity Fintech was built to fix exactly this — with an AI that works alongside you.

One platform. Everything your MFD business needs.

Five fully integrated modules covering your entire advisory workflow — from client onboarding to equity analytics — all connected through a single agentic AI layer.

👥
CRM & Client Management

Lead pipeline, risk profiling, family accounts, interaction trails, outbound messaging, service requests.

📊
Mutual Fund Distribution

NSE Invest orders, Maker-Checker workflow, SIP/SWP/STP management, RTA-reconciled portfolios.

📈
Equity Sub-Brokerage

Angel One integration, compliance order flow, corporate actions, equity analytics by sector and market-cap.

📱
Client Application

Full portfolio visibility, XIRR & P&L, in-app transaction approvals, AI chatbot, capital gains download.

🔍
Analytics & Insights

AUM drilldown, brokerage dashboards, Nifty alpha tracking, XIRR performance, ARN projections.

Your AI co-pilot. Always on. Always working.

Speak or type any question. Multi-agent orchestration gets to work instantly — then hands control back to you the moment human judgment matters.

01
Speak or Type

Voice or text via chatbot

02
AI Understands Intent

Parses your goal, builds a plan

03
Agents Execute

Specialists complete the task

04
You Stay in Control

Deep-link to any screen

05
Insight Delivered

Answer or action, instantly

01
Speak or Type

Voice or text query via chatbot — no training needed

02
AI Understands Intent

Parses your goal and builds an execution plan

03
Agents Execute

Specialised agents complete the task across modules

04
You Stay in Control

Deep-link to the exact screen, take over anytime

05
Insight Delivered

Answer, report, or action returned instantly

10×
Faster Advisory

Portfolio snapshots, capital gains, SIP status — delivered in seconds, not minutes of navigation.

🎯
Always
Prepared CRMs

Agents surface the right context before every client interaction. Your team walks in knowing exactly what to say.

🖐
Zero
Missed Handoffs

AI handles routine work. The moment a decision needs human judgment, control transfers seamlessly — one tap.

Voice & Text Input
Multi-Agent Orchestration via MCP
Human-in-the-Loop at Every Step
Deep Links to Any App Screen
No Training Required
// pending_orders 3 Awaiting Approval
Priya Kulkarni
SIP · Mirae Asset Large Cap · ₹15,000/mo
Approved
Santosh More
Lumpsum · Axis Bluechip · ₹2,00,000
Pending
Ramesh Iyer
STP · HDFC Balanced · ₹10,000/mo
Maker Review
Kavitha Nair
SWP · ICICI Pru Equity · ₹5,000/mo
KYC Pending
Mutual Fund Distribution

Orders that move with confidence, not confusion.

Execute directly on NSE Invest with a Maker-Checker compliance workflow built in. SIP, SWP, and STP instructions — all from one screen. Non-compliance flags surface before they become problems.

  • AI-assisted onboarding with document scanning
  • Maker-Checker order execution with client approval
  • RTA-reconciled portfolios via CAMS & KFintech
  • Real-time non-compliance and mandate alerts
// crm_workbench Today
MEETING IN 45 MIN
Ramesh Iyer — Portfolio Review
XIRR 14.2% · AUM ₹42.3L · Last met: 3 months ago
PENDING ACTION
Risk Profile — Kapoor Family
3 members · Profile expiring in 12 days
NEW LEAD
Ananya Sharma — Referral by Iyer
Follow-up due today · Intended: ₹10L
CRM & Client Management

Every CRM walks in prepared.

A daily workbench that surfaces what matters before it's urgent. Lead pipeline, family account setup, interaction trails, and risk profiling — institutionalised so nothing depends on a single person's memory.

  • Lead lifecycle from pipeline to onboarding
  • Multi-account family management (MF + Equity)
  • Dynamic risk profiling for individual, corporate & NRI
  • In-app messaging with read-receipt tracking

Built on infrastructure India's MF ecosystem already trusts.

Every integration is native — not bolted on. Real-time data flows across all modules seamlessly.

NSE Invest

MF Transactions

CAMS

RTA Portfolio Data

KFintech

RTA Portfolio Data

Angel One

Equity Sub-broker

AMFI

Daily NAV & History

NSE / BSE

Market Data

5

Integrated Modules

40+

Features Shipped

6

Platform Integrations

See Simplicity Fintech in action.
30 minutes. No jargon.

Our team will walk you through a live session tailored to your business size and workflow. No slides. Just the product.

or email support@simplicityfintech.com · response within 4 hours