Be Our Partner
Navigating Wealth, Together
We offer a comprehensive selection of mutual funds from all AMCs in India, along with a curated selection of AIFs and portfolio schemes. This product range empowers you to cater to your clients' diverse investment goals and risk appetites. You won't be limited by product availability, allowing you to craft the ideal investment solution for each client.
Using our expanding yet curated range of product tie-ups frees up time to focus on what only you can do – understand client requirements. The curation also ensures that products meet compliance requirements.
Our team boasts decades of experience at senior levels in the Indian stock market. This translates into a deep understanding of market risks and the art of portfolio diversification. We become an extension of your team, providing valuable insights to help you navigate the complexities of the market.
You benefit from our expertise, which helps you help clients make informed investment decisions. Importantly, you can leverage our experience to help in client meetings and increase opportunities for client conversion.
Our software platform streamlines the entire investment process. Investors gain a user-friendly platform to view and manage their portfolios in real time, fostering transparency and engagement.
As a partner, you benefit from a dedicated portal to seamlessly manage your clients' accounts, track performance, and generate reports. This translates to significant time savings and increased efficiency for both you and your clients.
We understand the importance of exceptional client service. Partnering with us allows you to leverage our robust support infrastructure, ensuring your clients receive prompt and professional assistance whenever needed. Our dedicated team will address the client’s inquiries and concerns, freeing you to focus on building strong client relationships and growing your business.
Our team assists through the entire lifecycle of client servicing – from client acquisition, making client presentations, onboarding, and resolving issues if they arise – leaving partners to focus on clients, confident that the backend will be taken care of.
We are committed to your success. We offer competitive revenue-sharing programs that reward your efforts and ensure your growth is directly tied to our shared success. By partnering with us, you gain access to a wider range of products and a team of experts, enabling you to attract new clients and expand your business.
Partners can exchange ideas, share best practices, and explore joint marketing initiatives. Together, we can expand our reach and collectively contribute to the growth of the business.
Navigating the ever-evolving regulatory landscape within the financial sector can be challenging. Partnering with us provides you with peace of mind.
We stay abreast of the latest regulations and ensure all our operations adhere to strict compliance standards. This allows you to focus on your core business activities without worrying about regulatory complexities.
Six Reasons to
Choose FundYantra
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FundYantra is a mutual fund distribution company in India dedicated to helping investors achieve their financial goals.
FundYantra’s mission is to provide accessible and transparent investment opportunities to all individuals, ensuring financial growth and security. The company values integrity, customer-centricity, and continuous innovation.
FundYantra considers various factors beyond just historical returns, including the style of the fund manager, portfolio returns based on market conditions, and risk management.
We offer a diverse selection of mutual funds, Alternative Investment funds (AIF) and Portfolio Management Services (PMS) catering to various risk appetites and investment goals.
FundYantra ensures strict adherence to SEBI and AMFI guidelines, conducts thorough risk analysis, and maintains regular audits and oversight mechanisms.
You can call FundYantra at +91 92814 04011 or use the contact form on the Contact Us page.
Your Partner in
Wealth Creation
At FundYantra, we’re more than just mutual fund distributors. We’re your partners in navigating the complexities of investing, providing personalised assistance and expertise every step of the way.
Don’t settle for a sub-optimal portfolio; unlock your full investment potential with FundYantra.
