MFD PLANNER

If you want to know where you will be from here on to the future in terms of your future AUM and revenue, then these tools are very useful. For new MFDs, these can be helpful for planning their business from the day one of their business.

Brokerage Goal

Using this tool, MFDs can set themselves targets of how much business book (both lump sum and SIP) they need to build to meet...

Revenue Calculator

Using this tool, MFDs can estimate how much revenues (commissions) they can get from their current business book and business...

SIP Brokerage Calculator

Using this tool, MFDs can estimate how much revenues they can get from their current SIP book and business growth plans...

Insurance vs Mutual Fund Revenue

Using this tool, MFDs can estimate how much revenues they can get from their current SIP book and business growth plans...