Web-Based IFA Portal

AMFI Web

A web-based solution for Individual Financial Advisors to track portfolio and investment data.

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2000
Est.
Ahmedabad
Based in
02
Service No.
Overview

About AMFI Web

AMFI-WEB is a web-based solution for Individual Financial Advisors to track portfolio and various investment data. It provides IFAs with a centralised platform to monitor client portfolios, track investments across multiple schemes, and access the information needed to serve clients effectively.

Who Is This For?

Individual Financial Advisors (IFAs) and AMFI-registered mutual fund distributors.

Key Capabilities

What It Does

  • 01
    Web-based portal accessible from any device
  • 02
    Portfolio tracking for Individual Financial Advisors
  • 03
    Monitor client investments across multiple schemes
  • 04
    Centralised data for advisors to serve clients effectively
  • 05
    Designed specifically for AMFI-registered distributors
Get Started

Interested in
AMFI Web?

Contact Fin-Soft Solutions to learn more or request a demonstration.

Contact Us +91-9825028551