What is Your Current AUM?

Everyone deserves a fair chance to grow their business, especially those just starting as MF advisors. Many new mutual fund distributors struggle to find the right platform to manage MFD operations efficiently and establish themselves in the market.

High software costs can be a barrier, but we don't want that to prevent you from taking your first step. We create a platform on which every MFD has an online identity.

Available Features

Use Free

(For 1 Year)

Premium Plans

(10 days free trail)

5 K

(For 1 Year)

Enterprise

(Contact us)

Limit
Free Trail
AUM Till	0-1 Cr	1-3 Cr	Unlimited
Customers	50	Unlimited	Unlimited

Support
Mobile Support
Email Support
Document Support
Video Document Support

Register
CAMS
KARVY

Additional
Insurance Management
Assets Management
Goals
Users Management
Distributors Groups
Multiple ARN ( **Additional charges apply for each ARN on a per year basis. )
Family Groups
Email Management
Merge Clients
Manually Import Karvy, CAMS
Automatically Import Karvy, CAMS
NAV Alert
Web WhatsApp
WhatsApp Integration ( **A service charge applies for every WhatsApp integration. )
Report Download ( CSV, EXCEL, PDF )
Leads Management
Two-Factor Authentication
Personalize Theme Setup
Web White Labeling

MF Reports
Portfolio
Profit & Loss
Client Folio
Scheme Folio
Transaction
SIP/STP/SWP
Monthly MIS
Capital Gain
AUM

Mobile App
Distributor APP
Client App
Complete App White Labeling ( **A service charge is applied annually. )

Calculators
SIP
Lumpsum
SWP
LIC SIP
Step Up SIP
ELSS
SIP/LS Balancer
FD
RD
EMI
Car Planning
Education Planning
Retirement Planning
Marriage Planning
Vacation Planning
House Planning
Car Loan EMI
Home Loan EMI
Flat vs Reduce Rate
Life Insurance
Delay Cost
Inflation
Child Education/Marriage Expenses
Retirement Need
Recover Your EMI's through SIPs
Portfolio Projection
Human Life Value
All In One
Debt Fund
SWP Comprehensive
STP Comprehensive
Lumpsum + SIP
SIP + STP
SIP + SWP
Lumpsum + SWP
Term Insurance + SIP

MF Research
Schema Performance
STP Performance
SWP Performance
SIP Performance
Top Performer
Dividend
Nav Finder
Portfolio Overlap
Scheme Comparison
Best Worst Funds
Scheme Analysis
Scheme Portfolio
Stocks held by MF

Transcation
BSE
NSE
MF Secured Loan

Advance MF Tools
Basic Information

Free for Beginners

If you're new to the industry, we offer a free plan to help you use the advanced software and market yourself online. Our platform guides you in managing your business and introducing you to all investors in India at zero cost.

For Medium-Scale Distributors:

Scale your venture to new heights with our customized solutions. You can streamline operations and increase growth by accessing an easy-to-use dashboard, client management tools, and marketing support.

Large-Scale Business:

Our premium plans provide a personalized dashboard and a private database for professionals handling assets to ensure secure operations. We provide website development and MFD tool-related services for large-scale inventors.

We value Talent and Experience!

Support for Newcomers

Every penny counts When starting a new business. Instead of spending on expensive software, you can focus on building your client base and business with the right MFD software.

No-Risk Digital Transition

Many small distributors rely on manual processes and spreadsheets. JezzMoney's free plan helps you transition to a smart, digital platform without financial stress until success.

Growth-Oriented Approach

We believe in long-term partnerships with distributors all over India. Our advanced premium plans will support your expanding needs as you scale and manage more assets.

FAQs

What is the minimum AUM required to use JezzMoney?

Can I add multiple distributors in JezzMoney?

Are there any hidden costs in JezzMoney?

What are the benefits of the premium plan?

Are there any discounts available on pricing?

What is Your Current AUM?

We value Talent and Experience!

FAQs

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