For mutual fund distributors

Best mutual fund distributor platform in IndiaGrow your MFD practice
in a world where clients are going direct

They already have apps.
The question is — do you?

Dhan Saarthi helps you stay relevant, visible, and valuable — every single month.

40+
AMCs empanelled
Zero
Upfront cost
100%
AMFI compliant
Dhan Saarthi dashboard preview
Work with India's leading AMCs - all in one empanelment
Quant Mutual Fund
Nippon India Mutual Fund
Aditya Birla Sun Life Mutual Fund
UTI Mutual Fund
Axis Mutual Fund
DSP Mutual Fund
Mirae Asset Mutual Fund
Tata Mutual Fund
Edelweiss Mutual Fund
Bandhan Mutual Fund
PPFAS Mutual Fund
Invesco Mutual Fund
HSBC Mutual Fund
Franklin Templeton Mutual Fund
Canara Robeco Mutual Fund
Sundaram Mutual Fund
Baroda BNP Paribas Mutual Fund
LIC Mutual Fund
WhiteOak Capital Mutual Fund
HDFC Mutual Fund
Bajaj Finserv Mutual Fund
PGIM India Mutual Fund
Union Mutual Fund
JioBlackRock Mutual Fund
Zerodha Mutual Fund
Bank of India Mutual Fund
360 ONE Mutual Fund
Helios Mutual Fund
Navi Mutual Fund
NJ Mutual Fund
TRUST Mutual Fund
JM Financial Mutual Fund
ITI Mutual Fund
Abakkus Mutual Fund
Quantum Mutual Fund
Samco Mutual Fund
Shriram Mutual Fund
Wealth Company Mutual Fund
Old Bridge Mutual Fund
Unifi Mutual Fund
Taurus Mutual Fund
Choice Mutual Fund
Motilal Oswal Mutual Fund
Angel One Mutual Fund
Mahindra Manulife Mutual Fund
Groww Mutual Fund
Capitalmind Mutual Fund
Kotak Mahindra Mutual Fund
HDFC Insurance
SBI Mutual Fund
ICICI Prudential Mutual Fund

The platform

Everything you need to grow smarter

Two apps. One platform. Complete control — for you and your clients.

Dhan Saarthi Partner app for distributors

Your business, always in your hands

Partner app

The Dhan Saarthi partner app helps MFDs manage their entire business anytime, anywhere — from client onboarding to commission tracking.

Client onboarding and digital KYC
Portfolio tracking across all clients
AUM and business dashboard
Transaction support — new, SIP, redemption
Reports, analytics, and commission visibility
Client follow-up and engagement tools

Dhan Saarthi investor app for your clients

A better investment experience for your clients

Client app

Give your clients a modern digital experience where they track investments, view portfolios, monitor goals, and stay updated — all through your branded presence.

Portfolio overview and performance tracking
Goal tracking — retirement, education, wealth
SIP and investment insights
Transaction history and reports
Timely alerts and portfolio updates
Simple and clean experience — no clutter

We support you beyond technology

Relationship support

Dhan Saarthi is not just software. We support MFDs with relationship, business, and operational assistance so you can focus on client growth.

What you get
Dedicated relationship manager — not a helpdesk
Onboarding assistance — get live in 24–48 hours
Client servicing support — queries, reports, transactions
Business growth guidance and strategy support
Platform training — regular sessions, all features
Query resolution — fast, direct, no ticket queue

One platform. Complete business support.

From onboarding to tracking - all in one place

Dhan Saarthi helps you run your mutual fund distribution business with more control, clarity, and confidence.

Client onboarding - KYC
Client KYC
Fully digital. No courier. No manual forms. Complete client KYC end-to-end in minutes.

DhanSaarthi helps you move from product selling to advice-led portfolio conversations - serving your CA clients the way they already expect to be served by you.


Why work with us

Technology, business growth, and support — all together

Dhan Saarthi gives you the complete infrastructure to launch, manage, and scale your mutual fund distribution practice.

The complete platform to scale your practice on autopilot

Full technology suite to scale your business
Portfolio reviews, client KYC, rebalancing alerts, and reports from one dashboard — on autopilot.
Client app and mobile app for you
Your clients track investments in their app. You manage your entire book from yours — anytime, on the go.
Compliance with all AMFI and SEBI guidelines
Tech-enabled back-office. Transactions, reporting, and regulatory compliance handled by the platform.
Platform healthAll systems running smoothlyAUM₹2.4 Cr↑ 8.2%Trail₹1.44L/yearAMFI compliantActiveAutomated actions todayReview agent: scanned 24 portfolios3 flaggedSIP reminders sent to 8 clientsAutoMonthly reports dispatchedAll 24 clientsAll compliance and reporting handled by the platform

How to choose a mutual fund distributor platform

The best platform for an MFD is the one that costs least while your book is small, covers the AMCs your clients need, and keeps clients with you rather than a direct-plan app. Check any platform — including ours — against these seven points before you move your ARN business.

What to checkWhy it mattersDhan Saarthi
Cost to join and to staySeat fees and fixed monthly charges hurt most in the first year, when trail income is still small.No upfront or fixed platform charges. Commission is shared 90% to you, 10% to the platform.
AMC coverageIf a fund house is missing, you either skip schemes your client needs or run a second setup for them.40+ AMCs through one empanelment, with transactions via BSE Star MF and MF Central.
What your clients seeInvestors already have direct-plan apps. Without one of your own, the relationship drifts to theirs.A client app for portfolios, goals, SIPs and transaction history, alongside your partner app.
Daily operationsOnboarding, KYC, SIPs, redemptions and reports are where an MFD's hours go.Digital onboarding and KYC, new/SIP/redemption transactions, AUM dashboard and commission reports in one login.
Human supportA ticket queue does not help when a client is waiting on a redemption.A named relationship manager, onboarding help and regular platform training.
Time to go liveEvery week spent on paperwork is a week without new business.Activation within 24–48 hours of submitting the required details.
Continuity of your incomeTrail commission is built over years; your family should not lose it.A nominee for business commissions is set at onboarding.

Not registered yet? Start with how to become a mutual fund distributor (Hindi: MFD kaise bane). Already filing GST on commission? The free GST invoice tool for MFDs prepares your CAMS and KFintech upload files.


Frequently asked questions

Commission model — at a glance

90% of every commission earned is yours. 10% goes to the platform. No upfront charges.

90%
yours
+
10%
platform

Dhan Saarthi works on a commission-sharing model. For every commission earned through the platform, 90% is your share and 10% is Dhan Saarthi's platform share. There are no upfront platform charges.

Pick a slot — see Dhan Saarthi live.

20 minutes, no slides — just the product on your own data.