MFD dashboard preview with AUM, SIP book, import health, and trail-share metrics
FolioMitra

Built for Indian mutual fund distributors with ₹10-200 Cr AUM

Keep your ARN, your brand, your data, and your full trail.

FolioMitra is an AI-native back-office platform for independent mutual fund distributors: RTA mailback ingestion, import health, business dashboards, client-ready reports, and flat subscription pricing.

24-hour FolioMitra reportForward one RTA file and see your own book.
Zero RTA credentialsCAMS and KFintech mailback, not portal passwords.
Flat pricingYour AUM grows. Your software bill does not.

Trail-share calculator

See why flat software wins as your book grows.

ND platforms can look free while taking a permanent share of trail. Use conservative assumptions and compare the annual drag.

Estimated annual trail₹40.00 L
Trail share cost₹12.00 L
Flat annual software₹24,999
Potential annual difference₹11.75 L

Waitlist

Get the free FolioMitra health report when early access opens.

The first cohort is for design partners who want a direct feedback line, white-glove setup, and founding-member pricing after launch.

By joining, you agree to be contacted about FolioMitra early access. No RTA portal credentials are requested or stored.