One platform for everything after the sale: your clients get an app they enjoy, your back office runs itself, and you finally see what every client and scheme earns you.
Your income is trail on the AUM you keep and add. So everything here is built around one question: does it help you keep clients, win more of their money, and free your time?
One CAS shows everything the client owns elsewhere. Advise on the whole picture, and start the conversation about the rest.
A correction is when clients leave. Each one gets a personal note from you, built on their own funds, before panic sets in.
Clients invest more and start SIPs from their own phone, whenever they feel like it. You see every order.
Every payout is checked against the AMC's structure, and holdings earning no trail are flagged.
RTA mail, valuations and reminders run by themselves, so your time goes to clients and new business.
Simple arithmetic on the numbers you choose, to show what is at stake. It isn't a promise of results: your growth depends on your clients, the markets and your advice.
Four everyday jobs, step by step. Tap one.
Your client always knows the next step, so your phone rings less and fewer orders are left half done.
You've confirmed. Next: pay ₹25,000 from your registered bank account.
Pay ₹25,000Sample screen with made-up figures.
Panic selling destroys more wealth than any correction. The moment the market drops, each client's app lights up with a personal note from you, built from their own funds: how far each fell before, how quickly it recovered, what investing at the last bottom earned, and why their SIP is working harder now.
Markets have fallen recently (the Nifty 50 is 13.5% below its high). That feels uncomfortable, and it is completely normal. Here is what your own funds have done before.
Selling during a fall turns a temporary drop into a permanent loss…
Sample client and figures for illustration.
Illustrative figures.
Your RTA mail only shows the money under your ARN. Most clients have more elsewhere. Upload their detailed CAS once and it all comes in: other distributors' folios, direct plans and every transaction, marked separately from your own book.
Holdings from a CAS are as of the statement date; upload a newer CAS to refresh them. Advice must always follow the client's needs.
Illustrative figures.
Trail statements arrive by mail and are imported automatically. Add each AMC's commission structure (the app reads the PDF CAMS sends you) and every investment is checked against the rate in force when it was made, first-year and later years apart. Underpayments stand out, and so do the clients and schemes that carry your business.
For understanding your business. Recommendations must always follow the client's needs, never the commission.
Pick an area to see what it does.
Purchase, SIP, redeem, switch, STP and SWP from any holding, fund comparison or market note. Orders go to BSE StAR MF (including the new StAR MF 2.0) or NSE MF Invest against the client's UCC; the client confirms on the exchange's own page and pays from their registered bank. A cart lets clients pick several funds and check out together.
Investors expect the speed and feel of the apps they see advertised. FolioDesk gives them that, without taking the relationship away from you: your name, your number and your advice on every screen.
Software for distributors grew up around the back office, and everything else got added on: a client app here, a CRM there, Excel for brokerage. Each one costs money and time. FolioDesk starts from how you work today.
A general picture of how distributors commonly work, not a statement about any one product. Products and plans vary, so please compare for yourself.
Add the client app, extra ARNs, staff logins, SMS and support. Then ask what happens to the bill as your AUM grows.
Try the journey yourself on a phone, from choosing a fund to seeing the status.
Totals don't help. Ask for paid vs structure, investment by investment.
Ask when today's RTA mail reaches the client's screen, and who is told if it doesn't.
Ask for a full export in a usable format, before you sign.
Clients should see you on every screen, not another brand.
Your data stays in a secure, access-controlled environment, and every distributor's data is kept separate from every other.
Optional authenticator-app codes (Google / Microsoft Authenticator) for you and your staff, with one-time recovery codes.
Clients confirm orders on the exchange's own page, and card and UPI details never touch our servers.
Every change is logged with who and when; the platform team is alerted when a job or mailbox fails; full backups any time.
Transactions and balances from CAMS / KFintech, NAVs from AMFI, market data from the exchanges' published indices.
Units × NAV is checked against RTA valuations; a Data health page shows any gap and how to close it.
If the app is down, missed RTA mails and NAV days are back-filled automatically on restart.
Primary, child and family ARNs with their registered email and mailback passwords.
Import our Gmail filter (or Outlook rule) once. Request since-inception reports; we import them as they arrive.
Per ARN, from Settings. Practise in the built-in simulator first; existing clients and mandates come across.
Generate logins in bulk. Clients install the app from your link and you're live.
One subscription per ARN covers the back office, the investor app and in-app transactions. Child and family ARNs are low-cost add-ons.
For a single ARN getting started
Most popular
For teams with several ARNs
No. They open your link and tap Install (or Add to Home Screen on iPhone). It opens full-screen with its own icon, like any app, and updates itself.
Both. Each ARN connects to BSE StAR MF (including the new StAR MF 2.0) and / or NSE MF Invest, and you choose the default exchange per client. Clients confirm every order on the exchange's own page.
Set up auto-forwarding and request since-inception reports from CAMS and KFintech; the app imports them as they arrive, duplicates are skipped, and clients you registered on BSE or NSE can be brought across. We guide you through it step by step.
Yes. Import the client's detailed CAS from CAMS or KFintech. Holdings through other distributors and direct plans appear with their transactions, marked separately from your own. Upload a newer CAS any time to bring them up to date; your own folios stay on the live RTA feed.
Trail-fee statements from the RTAs are imported automatically. Upload each AMC's commission structure (or pick the one CAMS mailed you) and the app compares every investment's payout with the structure in force when it was made, and shows which AMCs pay what, category by category.
Yes. The Back office keeps client queries open until you close them, a calendar with email reminders, upcoming birthdays and anniversaries with one-tap wishes, and notices you send to clients' apps.
Yes. Switch between English and Hindi with one tap on the website, in your portal and in the client app.
Yes. Create staff logins with a role (manager, RM, read-only) and fine-tune permissions. Every action is recorded in the audit trail, and staff can turn on authenticator sign-in.
It is educational guidance in your name using the client's own historical data, with the standard risk disclosure. You can preview it for any client before they see it.
See it with your own book. We'll walk you through it.