For MFDs

Scale your MFD practice
with complete digital infrastructure.

KiAlt provides everything an MFD needs — website, CRM, portfolio automation, investor portal, and AI-powered intelligence — all connected and ready to integrate with your existing systems.

Conviction, computed.

The Problem

Your data lives in ten places.
Your conviction shouldn't.

A working MFD juggles a transaction terminal, a CAS statement, an AMC factsheet, a portfolio tool and a spreadsheet — and is still expected to answer "why this fund?" on the spot. KiAlt sits above all of it, reads every source, and hands you one defensible answer.

Transaction terminal
Siloed
CAS statement
Siloed
AMC factsheet
Siloed
Portfolio tool
Siloed
Spreadsheet
Siloed
KiAlt Intelligence Layer
One view
Architecture

We integrate so you don't have to switch.

Additive, not replacing

Keep your existing software; KiAlt layers intelligence on top without disrupting what already works.

Read-first

We ingest and analyse before we ever transact, so the advice comes before the action — every time.

One brain, every source

Transaction rails, holdings data and fund universe, reasoned together into a single defensible answer.

The Integration Ecosystem

Three tiers. One intelligent view.

From execution rails to the intelligence layer — every part connected, every signal reasoned.

TIER 1

Investor Onboarding

Know your client before you advise them.

KYCLIVE

Compliant digital KYC flow

PAN VerifyLIVE

Instant PAN validation

Risk ProfileLIVE

Structured risk assessment for every investor

Bank VerifyLIVE

Bank account verification for seamless transactions

TIER 2

Investment Transactions

Execute through the channels you already trust.

BSE Star MFLIVE

Order placement and transaction flow

NSE MF InvestLIVE

Full distributor transaction support

SIP / LumpsumLIVE

All purchase modes supported

STP / SWPLIVE

Systematic transfer and withdrawal plans

RedemptionsLIVE

Full and partial redemption support

TIER 3

Portfolio & Advisory Intelligence

Where data becomes conviction.

CAS ImportLIVE

QR-based and PDF upload, compliant methods

Portfolio ViewLIVE

Unified client portfolio at a glance

Goal PlanningLIVE

Map investments to life goals

Retirement PlanLIVE

Long-horizon retirement projections

Security & Trust

Read-only where it counts.
Compliant by design.

Analyses without taking custody of client assets
Holdings data handled on a strict, privacy-first basis
Every integration follows exchange-mandated and regulatory methods
Read-only where it counts — no unilateral execution
Read the full trust & data-security page
Sales & Business Development

Sell conviction. Earn on every one.

If you know India's MFDs — or you're built to reach them — KiAlt turns your network into recurring income. You bring the relationships; we bring the product that practically sells itself.

What you earn

15%
Bronze
Recurring
20%
Silver
Recurring
25%
Gold
Recurring
Recurring commission for as long as they stay — not just day one
Tiered rates climb with volume
Onboarding bonus per activated MFD
Transparent, real-time payout tracking — no chasing, no black box

"KiAlt makes MFDs look like they have a research desk. That's an easy thing to sell — and a profitable one to keep selling."

What we give you

Dedicated partner manager
A real person, not a ticket queue.
Sell-ready toolkit
Co-branded decks, demo logins, one-pagers, the OurCore story packaged.
Live training & certification
So you pitch KiAlt like you built it.
Partner dashboard
Your pipeline, conversions and commissions in one view.
Co-marketing
Joint webinars, regional events, lead-sharing where it fits.

Who this is for

Independent sales & BD professionals in the wealth/fintech space
Regional channel partners and MFD-network aggregators
Existing platforms and consultants who advise distributors
Technology & Platform

Put KiAlt's intelligence inside your product.

Embed our scoring

Give your users KiAlt-grade fund intelligence via API. Drop institutional-quality conviction into your own product.

Distribute to your MFDs

Bring conviction to your existing distributor base. If you already serve MFDs, KiAlt becomes your intelligence upgrade.

Co-build

Data partnerships, AMC feeds, advisory tooling. If your data or distribution makes our engine sharper, let's talk.

Register

Register your MFD practice on KiAlt.

Complete the form below to get your account set up. Our partnership team will guide you through onboarding and answer any questions about the platform's capabilities.

Get started

Connect once. Decide with edge —
every day after.

KiAlt is live. The rails are connected. The intelligence is running. All that's left is your first session.