Our investors are very happy with GoDigital, As they can see their portfolio in real time and transact as well. Get GoDigital for clients success.
Ayush ModaniHowrah, West Bengal
MFD Universe
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Your Brand. Your Platform.
MFD Universe is a complete white-label mutual fund software for distributors in India, built to digitally transform and scale MFD Practice. It offers a fully branded website and mobile app with no co-branding. Equipped with powerful tools for client onboarding, portfolio management, online transactions, centralized data, family portfolios, reporting, and analytics, MFD Universe simplifies day-to-day operations and empowers distributors to deliver faster, smarter, and more professional services to their clients— From anywhere, anytime.
Cloud Access
The Cloud Advantage Access Anytime, Anywhere
Online Transactions
Transact Online across all Mutual Fund schemes
Centralized Data
Business data in one place of All AMCs, from All RTAs
Family Portfolios
Client's Portfolio & Reports at Family Level
User Access
Login for you as well as your Clients on the App & Website
Unlimited Usage
No Capping on Clients & Transactions
MFD Universe
Your Online Presence. Your Branded Website.
Stay ahead in the market by not only using a software business solution but with the advantage of your brand value. Grow your brand, grow your business.
Book a demo- Your own personalized domain name
- Your brand, your logo, and your platform.
- 100% pure white-label platform with no co-branding.
- Our company name (Optimum) will not be displayed.
- Built to strengthen client trust and brand value
What You Get:
"Quick and very supportive relationship managers, resolves queries is no time. Complete white label with no co-branding, Easy to use interface makes MFD Universe the best available product."
Sanjay Jotwani
Thane, Maharastra
MFD Universe
Your brand's mobile app - Retain your Identity
The number of smartphone users in India is expected to exceed 1.5 billion by 2030.
Get the Anytime, Anywhere On The Go experience.
- White-Label Web & Mobile App
- Business Analytics & AUM Insights
- Online Transactions
- Branding Images
- Portfolio Management & Reports
- Tools & Calculators
White-Label Web & Mobile App
- Download a fully white-labeled app under your business name
- No co-branding — strengthen your brand identity
- Clients and distributors access the app with personalized logins
Business Analytics & AUM Insights
- AUM tracking by client, scheme, AMC & category
- SIP tracking – active, paused, matured & terminated
- Wealth managers get actionable insights to grow and retain AUM
Online Transactions
- Initiate transactions for your clients from mobile app & web platform
- Clients can also transact independently if transactions are enabled for them.
- restrict Redemption, Switch, STP, or SWP as needed
Branding Images
- Use seasonal greeting images with your branding details.
- Share these branded images easily with your clients.
- Stay connected with clients and create more opportunities for engagement.
Portfolio Management & Reports
- View individual and family portfolios in a single dashboard
- Track client portfolios and monitor your business performance
- Access detailed client reports and real-time SIP alerts instantly
Tools & Calculators
- Calculate SIPs, EMIs, and other investments instantly
- Help clients estimate the wealth needed to achieve their financial goals
- Easy-to-use tools for smarter, goal-oriented financial planning
MFD Universe
Online Transactions across all MF schemes
Online transactions are integrated from your own mobile app and web platform, without logging in to the BSE/NSE platform.
Book Product Demo- Purchase - Instantly buy mutual fund units for your clients
- SIP - Set up and manage Systematic Investment Plans
- Switch - Move investments between schemes quickly
- Redeem - Process redemptions with ease
- SWP - Enable clients to withdraw systematically
- STP - Transfer investments across schemes effortlessly
Mutual Fund Distributors actively use our platform to manage and grow their distribution business across India.
Mobile App Downloads by investors using MFD-branded apps for portfolio tracking and transactions.
Trusted by mutual fund distributors for exceptional customer satisfaction.
(according to
November 2025
feedback)
Support
Industry-Leading Support for Mutual Fund Distributors
We understand that smooth operations and happy clients are key to your growth. That’s why we offer dedicated, personalized human support built especially for mutual fund distributors (MFDs).
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Dedicated Relationship Manager
Every client is assigned a personal RM who acts as your single point of contact for all platform queries. They guide you through onboarding, transactions, portfolio management, and help resolve any issues quickly and efficiently.
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Direct contact on Mobile No.
Reach your RM directly via mobile number—no waiting in long queues or automated support lines. Immediate assistance ensures you can serve your clients without any delays.
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Email Support with ticketing system
We track queries on a reliable & robust ticketing system. Every email sent to our support mailbox gets converted into a ticket. This email will directly reach your RM and will be addressed at the earliest.
Customer Reviews
Hear why our customers choose us
With the help of an online platform like MFD Universe clients can also transact in any AMC and view their portfolio on the go whenever they want. I can emphasis more on expanding my business and less on service part as MFD Universe takes care of that.
Features like automatic updating of data, cloud base technology which makes the application reliable and I can use it wherever I have internet connectivity. I don’t have to rely on any specific computer. My experience with the MFD Universe is superb.
Madhavi GadekarNagpur, Maharashtra
