Your Branded Client App
Android + iOS app with your logo — your advisory sits on the client's home screen, not buried in their contacts.
Finance & Insurance · ready in days
Mutual Fund Distributor
Mutual Fund Distributor
website, app & CRM built for you.
SIP accounts in India are growing by lakhs every month, but investors sign up with whoever educates them first — your Mutual Fund Distributor Website makes that educator you.
One-time price · website + Android app + CRM · then from $49/mo
- Live in days, not months
- Your domain, your hosting
- Change anything by chat
- CRM & WhatsApp built in
yourbusiness.com
Online bookings
WhatsApp alerts
App-ready
Days, not monthsfrom order to live
Change by chatno developer tickets
100% yoursdomain, hosting & data
CRM built inWhatsApp & email marketing
Try it live
See what you get
Built for finance & insurance — yours gets your name, colours and content, live in days.
yourbusiness.com
Built and deployed for you in days
Open full screen
Data2Sales AI Studio
Fix and change your website & app yourself, by chat
No developer on call, no tickets, no waiting a week for a small edit. Tell the Studio's AI developer what you need in plain words. It makes the change across your website and app, and you publish when you're happy.
- Say what you want"Change your top service to $39" or "Add our new branch to the contact page."
- See it before it goes liveThe AI edits the pages and shows you exactly what changed.
- Publish in one clickYour website and app update together. Nothing to install.
Pages & contentPricesOffers & bannersPhotosAndroid appSEO pages
Why buy from Data2Sales AI
Less dependency on developers. More control for you.
Most finance & insurance websites get stuck the day the developer stops answering. Yours comes with the Studio, so you never depend on one person for a change.
Data2Sales AI
Typical agency
Freelancer
Time to go live
Days
4–12 weeks
Depends on them
A small change
You, by chat, in minutes
New quote & invoice
When they're free
Android app
Included
Separate project
Separate project
CRM, WhatsApp & email
Built in
Extra tools to buy
Not included
Domain, hosting & data
In your name
Often in theirs
Varies
If they stop replying
The Studio keeps working
You're stuck
You're stuck
Self-fix by chat
Prices, services, offers, pages and photos: change them yourself, any time.
No developer on payroll
The AI developer agent handles the edits a web developer would charge you for.
Automatic deployment
Buy hosting in your name; the site deploys itself with SSL. No server work.
You own everything
Your domain, your hosting, your customer data. Nothing is locked to us.
Play Store help
Your app is built with your name and logo, and we help you list it on Google Play.
Updates & maintenance
2 months included, then from $49/mo. Security updates and fixes keep coming.
Growth built in
Every enquiry lands in LeadGenius CRM, and WhatsApp and email follow up for you.
Real people to talk to
Onboarding, go-live checks and support on WhatsApp from the Data2Sales AI team.
One dashboard
Website, app, CRM, campaigns and your AI developer, all in one Studio login.
Built with you, not just for you
AI does the busy work. Our team has your back.
The Studio handles everyday changes. Our team sets up your mutual fund distributor, checks it before go-live and stays on WhatsApp when you need a hand, so you can focus on your enquiries.
- Your content, photos and branding set up for you
- Go-live check: speed, SSL, mobile and SEO basics
- Staff, enquiries and customers in one place
- Help with Google Play and Google Business listings
Website features
Everything a mutual fund distributor needs online
Purpose-built for mutual fund distributor businesses, not a generic template with your logo swapped in.
SIP & Goal Calculators
Retirement, child education and wealth calculators show visitors the monthly SIP their goal needs — then a form turns that number into your next folio.
Goal-Based Advisory Pages
Pages built around life goals — child's education, first home, retirement — because Indian families invest for goals, not fund names.
Investor Onboarding Checklist
KYC steps, documents and how SIPs auto-debit explained simply — first-time investors complete onboarding in one sitting instead of three follow-up calls.
EMI & SIP Calculators
Interactive loan EMI, SIP and premium calculators keep visitors engaged — and every calculation ends with a "Talk to us" button.
Lead Capture Forms
Enquiry forms for every product — term plan, home loan, mutual fund — with instant WhatsApp and email alerts so you call back while the lead is hot.
Secure Document Upload
Clients upload KYC, salary slips and policy documents through a private link — no more chasing papers over ten phone calls.
Compliance-friendly Disclosures
Dedicated pages for risk disclosures, registration numbers, grievance redressal and terms — structured the way regulated businesses need.
Product & Plan Comparison
Side-by-side tables for policies, loan offers or fund categories — help clients decide on your site instead of a rival's.
Appointment Booking
Prospects book a free consultation slot online — your calendar fills with qualified meetings, not cold walk-ins.
Client Trust Wall
Testimonials, claim-settlement stories and years-in-business badges — the social proof that money decisions demand.
Local SEO & Google Maps
Rank for "loan agent near me" and "insurance advisor in your city" — with office location, hours and click-to-call built in.
Android app — included
Your own app on your customers' phones
Bookings, orders and offers in their pocket — with push notifications that cost you nothing.
Renewal & Due-date Alerts
Automatic push reminders for premium renewals, SIP dates and EMI due dates — clients thank you, and renewals stop slipping away.
Policy & Document Locker
Clients see their policies, statements and uploaded documents in one place — fewer "please resend my policy copy" calls.
Calculators in Pocket
EMI, SIP and retirement calculators inside the app — every "how much will it cost" moment leads back to you.
One-tap Advisor Chat
Clients reach you or your team directly from the app — questions answered fast are policies that don't lapse.
New Offer Broadcasts
Announce a new fund, festive loan rate or tax-saving deadline to every app user free — no SMS bill, instant response.
Included with every website
A complete growth toolkit
Data2Sales AI Studio comes with your mutual fund distributor website — marketing, CRM and an AI developer in one dashboard.
WhatsApp marketing
Broadcasts with catalogues, AI auto-replies around the clock, follow-ups and a website chat widget.
LeadGenius CRM
Every enquiry becomes a scored lead in your pipeline, and AI follows up for you.
Email marketing
Campaigns, drips and templates with open and click tracking, built for the inbox.
Dialer & AI calling
Your team and the AI sales agent call from one system — lists become pipeline.
AI developer agent
Ask for any change by chat — done in one conversation. No tickets, no invoices.
Automatic deployment
Buy hosting in your own name; your site deploys itself with SSL.
Pricing
One-time price. No build fees.
Every plan includes 2 months of Studio & maintenance. After that, plans start at $49/mo — cancel anytime.
ALL-IN-ONE
Website + App + CRM
Everything to run and grow your mutual fund distributor online.
$499$999
one-time
- Professional website, built for finance & insurance
- Android app with your name, logo & colours
- LeadGenius CRM, WhatsApp & email marketing
- AI developer agent — change anything by chat
- 2 months of Studio & maintenance
Secure checkoutUPICardsNetbankingPayPal (international)
How it works
From order to live business in four steps
1
Order online
Name, WhatsApp OTP and email — pay once and your build starts the same day.
2
We build it
The mutual fund distributor design is set up with your content, photos and branding.
3
Go live
Buy hosting and domain in your name; the site deploys itself with SSL.
4
Grow
Change anything by chat. Enquiries land in your CRM and AI follows up.
FAQ
Questions owners ask
Can the Mutual Fund Distributor Website bring me younger SIP clients?
Yes — calculators and plain-language goal pages are exactly how 25–35 year olds research before investing. They start with a ₹2,000 SIP found through your website and grow into lakh-plus portfolios you manage.
How does it help with existing client servicing?
Clients use the site to request SIP top-ups, redemptions and portfolio reviews through structured forms — every request logged in your CRM instead of scattered across missed calls and WhatsApp scrolls.
Can my Mutual Fund Distributor Website have EMI and SIP calculators?
Yes — interactive EMI, SIP, premium and goal calculators are built in, and each one ends with an enquiry button, so calculators become your best lead source.
Is it suitable for a regulated financial business?
Yes — the structure includes dedicated pages for disclosures, registration details, risk statements and grievance redressal, so your site presents information the way regulated businesses are expected to.
How do I receive leads from the website?
Every enquiry and consultation booking lands in your dashboard with instant WhatsApp and email alerts — you can call back within minutes, which is when finance leads actually convert.
Can clients upload KYC and loan documents online?
Yes — secure document upload lets clients send KYC, income proofs and policy papers through a private link, so files stop getting lost in chat threads.
How fast can my Mutual Fund Distributor Website go live?
Most finance businesses are live within days — pick the template, the AI builds it with your products and details, connect hosting and domain, and it deploys automatically.
Can I update rates, plans and offers myself?
Instantly, by chat — type "update home loan rate to 8.4%" or "add new tax-saver banner" and it's live. No developer, no waiting.
More in Finance & Insurance
Related website types
Your finance & insurance competitors are already online.
Mutual Fund Distributor — built for you, deployed to your own hosting, changed by chat, with marketing included.
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