"The support team is excellent at their work and resolve queries, Quickly."
Ajayan P P
Chennai, Tamil Nadu
Empowering Every Mutual
Fund Distributor to become Modern, Fast, & Digital
Optimum Fintech provides mutual fund distributors with a comprehensive
platform that enables paperless client onboarding, fast online transactions,
portfolio management, and smarter AUM growth
— Trusted by 2,100+ MFDs across India.
Trusted by India’s Leading Mutual Fund Distributors
Empowering thousands of MFDs with a white-label platform to onboard clients faster, manage portfolios smarter, and drive consistent AUM growth through a single, powerful platform.
Your Brand. Your Platform
Optimum Fintech offers a 100% white-label platform for Mutual Fund Distributors, empowering MFDs to scale their business with their own brand identity.
Get a personalized, white-label web platform and branded mobile app with zero co-branding — giving you full authority across your clients, data, and brand value.
White-Label Benefits:
- Personalize with your brand’s name, logo, and domain.
- Get your own branded web platform and mobile app.
- Own and manage your client data with no limits.
- Build a lasting legacy with your own brand.
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Introducing Optiwealth
Industry's most simplified, economical, and innovative business solution for MFDs is here. Optiwealth is our new product. It is also the industry's lowest-cost product in its category, backed with high-end technology and quality customer service.
Most Economical Website
Launch a professional MFD website to grow your Mutual Fund distribution Platform.
GoSite offers a cost-effective digital presence with essential business features, making it ideal for both new and growing MFDs looking to establish credibility and connect with clients effectively.
Website Benefits:
- Launch your website in as soon as 2 business days.
- Build your online presence with ease.
- Hassle-free setup with quick implementation.
- Mobile-friendly and responsive across all devices.
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)
All India Coverage
Customers from all over the Country
2100+ Mutual Fund Distributors across all India use our products & services
250+ Cities
We have customers all over the country with a proven customer satisfaction of more than 96%
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
Support
Industry-Leading Support with Dedicated Relationship Manager
We're serious about our customer service. Our dedicated relationship managers are on hands to assist you and get timely resolutions to ensure you're set to service your clients.
- Dedicated RM to resolve queries
- Direct contact on Mobile No.
- Email Support with ticketing system
Customer Reviews
Hear Why Leading MF Distributors Choose Us
MFD Universe Platform has helped me to increase brand awareness by having my own company name mobile app and website. It’s a highly useful platform in today’s digital world and has significantly contributed to the growth of my business.
MFD Universe has very dedicated staff who are always spot on in understanding and resolving queries.
G Muralidharan
Chennai, Tamil Nadu
"Using MFD Universe has truly made my work easier. The digital transaction feature and instant onboarding save me a lot of time, and my clients really appreciate the smooth experience. Having my own branded app and website has helped me build stronger credibility. Whenever I need support, their team is quick to respond and very helpful."
S Karthikeyan
Chennai, Tamil Nadu
"I was looking for a simple and reliable platform to manage my mutual fund business, and MFD Universe has exceeded my expectations. The interface is easy to use, transactions are smooth, and onboarding new clients is completely hassle-free. It has helped me stay organized and focus more on building relationships with my investors."
G Muralidharan
Chennai, Tamil Nadu
"Since I started using MFD Universe, managing my clients and their portfolios has become much more efficient. The white-label website and app give my business a professional image, and the digital transaction process is smooth and reliable. It has definitely helped me grow my client base with more confidence."
Ajayan P P
Chennai, Tamil Nadu
"The greatest benefit is that they provide businesses like us a personalized platform with our firm's name in the form of mobile app and website which adds great value to the business in the minds of customers. Overall, it has been a really positive experience with Optimum and we wish to continue our association well into the future too."
Vikram Pesswani
Bhopal, Madhya Pradesh
"GoDigital has very good features like Reports, E-Locker and Online Transactions to name a few. After allocating an RM to me the service part has improved a lot. The issues are solved promptly."
Neerja Bajpai
Agra, Uttar Pradesh
"I am very happy with GoDigital because of its mobile app & website. Clients can check their portfolio and transact online on their own. I certainly recommend MFD Universe"
Kalyani Yogesh Joshi
Warda, Maharashtra
"Very good service with very helpful staff. I am very satisfied with the fast service. I am using this platform since 2016 and satisfied with the same. Good features with prompt service."
Sudip Navinchandra Mehta
Rajkot, Gujarat
