Analytics workspace for MFDs and RIAs
MF Profiler helps registered advisers review overlap, mix and cost across client portfolios. The product states facts about holdings. It does not provide investment advice.
- Client workspace with amounts and portfolio snapshots
- Overlap, X-ray, Direct vs Regular cost tables, and rule-based flags
- Branded PDF reports and private, expiring client links
- 14-day trial with no card. Then ₹999 per month or ₹9,990 per year.
FAQ
- Who can apply?
- AMFI-registered MFDs (ARN) and SEBI-registered RIAs.
- When does the trial start?
- As soon as you submit the onboarding form. Verification is a separate step and does not delay trial access.
- Can I subscribe before verification?
- No. Checkout opens after an admin verifies your registration.