The mutual fund distributor platform to run your practice, in one login.
Dhan Saarthi is a free platform for mutual fund distributors (MFDs) and IFAs in India. Onboard clients, review every portfolio, research funds and send proposals from one login — instead of juggling AMC portals, spreadsheets and WhatsApp.
Everything you're already doing. Just better.
Growing your business. Advising clients. Turning research into recommendations. Dhan Saarthi covers all three.
Grow your practice
Find opportunities across your client base and understand what's driving your business.
See Practice Growth →Advise with confidence
Portfolio health, suitability and client context—all in one place before every recommendation.
See Client Advisory →Know what to recommend
Research funds, build proposals and back every recommendation with data.
See Investment Engine →What actually happens after you click “add client.”
From first call to first SIP — without switching tabs.
Acquire
Capture and track leads.
Understand
Risk profile and portfolio review, together.
Advise
Decide what to recommend, then build the proposal.
Grow
Execute, report, track results over time.
Why there's no pricing page.
No upfront cost. No seat fees. No per-module upgrades. When a client stays invested, AMC commission comes in — you keep 90%, we take 10%. That's it, nothing else, ever.
The three things advisors ask us about first.
Know who needs a review before they ask for one.
Health, allocation, risk and fund overlap, calculated automatically for every client.
Explore Portfolio Intelligence →
Know where your next growth is coming from.
Track business growth across clients, schemes and AMCs—without maintaining spreadsheets.
Know what to recommend—and why.
Saarthi IQ ranks funds on consistency, risk-adjusted returns and cost. Saarthi AI is starting to layer in AI-assisted insights on top — early days, more coming.
Explore Research →
Not ready yet? Start here.
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Frequently asked questions.
The short, honest answers — no sales call required.
Is Dhan Saarthi free to use?
Yes. There's no upfront cost, no seat fees and no per-module upgrades to use Dhan Saarthi as an MFD or IFA.
How does Dhan Saarthi make money if it's free?
Dhan Saarthi is a regular mutual fund distributor, so it earns AMC commission when your clients stay invested — not on transactions. Of that commission, you keep 90% and Dhan Saarthi keeps 10%.
Can Dhan Saarthi replace my spreadsheets, WhatsApp and AMC portal workflow?
Yes — client management, portfolio intelligence, research and reporting are handled in one login instead of switching between tools.
Is Dhan Saarthi regulated and safe for my clients' data?
Dhan Saarthi operates under ARN-325085, registered under Khazana Fintech Pvt Ltd, and follows SEBI/AMFI-aligned practices.
Do I need to install anything to use Dhan Saarthi?
No. Dhan Saarthi runs from a single login — no separate installs per module.
Everything an MFD needs to grow a practice, in one login.
No upfront cost. We earn only when your clients invest.
Pick a slot — see Dhan Saarthi live.
20 minutes, no slides — just the product on your own data.