Elevate Your AUM and Retain 100% Earnings with FundExpert

With ready-to-deploy web and mobile applications, FundExpert is a quick way to bring your financial distribution business online

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Why choose us
Benefits of Subscribing with us
Unlock the power of financial expertise and cutting-edge technology
Portfolio reporting and insights
Gain valuable insights into your investment portfolio with comprehensive reporting tools, empowering you to make informed financial decisions.
Transact in multiple assets
Seamlessly invest in a diverse range of financial assets, from stocks and bonds to mutual funds and more, all in one convenient platform.
Paperless customer onboarding
Experience a hassle-free onboarding process with our seamless digital platform, eliminating the need for cumbersome paperwork and saving you valuable time.
Automated data sync up
Enjoy the convenience of automatic data synchronization; ensuring your investment information is always up to date and readily accessible.
Complete operational support
Operational support to help users navigate any issues or challenges that may arise, ensuring a smooth and hassle-free investment experience.
Brokerage Solution
Our brokerage solution ensures that MFDs receive their brokerage reports perfectly. It’s through an auto-upload process that seamlessly generates and delivers these reports.
Financial Tools and other benefits
Grow your wealth with the help of these tools.
White Label Solutions
Available on Play store and App store.
Personalized Multi Asset App Development
Crafting tailored solutions for diverse asset management
Financial Calculator
Plan, Calculate, Save.
Goal Planning
Strategize your goals effectively.
The Kotak Advantage
You deserve nothing but the finest for your investments
We believe in quality first and a technology-led approach that makes us a reputable choice for investment advisors across the industry.
30+ Years
Legacy
PAN India
Vernacular Support
SEBI
Compliant
Accredited
Research
Security Audited
Firm
Financially strong
& well-capitalized group
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Join 4000+ MFDs today
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