A comprehensive platform for Indian Mutual Fund Distributors and Investment Advisors. Analyze portfolios, distribute NCDs, offer Dubai real estate, and provide financial planning services.
Expand your practice with our suite of tools and products designed for financial professionals
Comprehensive MF Portfolio Analysis
Upload client CAS statements and get detailed portfolio analysis. Identify overlaps, analyze allocation, and generate professional reports for your clients.
Mr. Suresh Kumar
AMFI Registered MFD, Mumbai
SITUATION
Had 200+ clients with investments across multiple AMCs and platforms, making portfolio reviews time-consuming.
SOLUTION
Using Kinntegraa CAS Analysis, now uploads client CAS and gets instant portfolio analysis with overlap detection.
OUTCOME
Reduced portfolio review time from 2 hours to 15 minutes per client, increased client meetings by 3x.
Important information for MFDs and RIAs joining the platform
Automated CAS Parsing
No manual data entry, instant analysis
Bulk Processing
Handle multiple client portfolios simultaneously
Quick Reports
Generate professional reports in minutes
NCDs
Fixed income products for conservative clients
Dubai Real Estate
International diversification for HNIs
Financial Planning
Value-added advisory services
New Income Streams
Commission from NCDs and real estate
Advisory Fees
Justify fees with comprehensive planning
Client Retention
Better services mean stickier clients
Training Resources
Product and platform training
Marketing Materials
Client-ready presentations
Dedicated Support
Relationship manager assigned
Join hundreds of MFDs and RIAs already using Kinntegraa to expand their services and grow their business.