Transform Your Mutual Fund Distribution Business
Streamline workflows, enhance client relationships, and boost productivity with IFAclick's comprehensive web platform.
HOW IT WORKS
How does it work?
Getting started with IFAclick is simple. Follow these steps to transform your financial advisory business.
Create Account
Sign up for IFAclick in minutes. No credit card required to get started.
Setup Your Profile
Complete your profile and customize your dashboard to suit your needs.
Start Using the Platform
Start managing your clients, tracking leads, and growing your business.
IFAClick At A Glance
Watch video to get better insights.
One Platform to Capture, Manage and Convert Every Lead
IFAclick helps Mutual Fund Distributors manage leads, family relationships, follow-ups, risk profiling and communication from one organized CRM.
Smart Lead Management
Capture leads from multiple sources, organize them and track every lead from enquiry to conversion.
Family Relationship Management
Group related family members under one relationship for a complete view of interactions and history.
Risk Profiler
Assess each prospect's risk appetite and maintain a structured suitability record with ease.
Custom Sales Pipeline
Visualize and track every opportunity through stages that match your advisory process.
Task & Follow-up Management
Assign calls, meetings and follow-ups with smart reminders so no lead slips through.
WhatsApp & Email Communication
Engage prospects and clients seamlessly through WhatsApp and Email without leaving the CRM.
Document Repository
Store KYC, proposals, forms and all client documents securely and access them anytime, anywhere.
Team Collaboration
Assign leads, manage users, set permissions and monitor team activities effortlessly.
Reports & Dashboards
Get real-time insights on lead sources, conversions, follow-ups and team performance through powerful dashboards.
Secure & Reliable
Enterprise-grade security to protect your data
Access Anywhere
Access your CRM from any device, anytime
Auto Backup
Regular backups to keep your data always safe
Dedicated Support
We're here to help you whenever you need us
TESTIMONIALS
What Our Users Say
Discover how IFAclick has helped mutual fund distributors across India grow their business and improve client satisfaction.
"SEBI compliance is always critical, especially when sending portfolio updates or reminders. Now, the IFA Click CRM logs communications, integrates my email and WhatsApp, and ensures everything is audit-ready. It's like having my compliance checklist running in the background."
Sudhendra Lakshmana Rao
Founder & CEO at Finozone
PRICING
Simple, Transparent Pricing
Choose the plan that suits your business. No hidden charges. No surprises.
BASIC
Free
Perfect for individual MFDs starting their journey.
STARTER
₹9,999/year
Ideal for growing MFDs who want to strengthen relationships & productivity.
PREMIUM
₹19,999/year
Best for established advisory firms managing more relationships.
ENTERPRISE
Custom Pricing
Tailored for your business
Built for large wealth management firms with advanced needs.
Multi-Year Offer
Commit for longer and save more.
2 Years
Year 1
Regular Price
Year 2
10% OFF
on Annual Price
3 Years
Year 1
Regular Price
Year 2
10% OFF
on Annual Price
Year 3
15% OFF
on Annual Price
30-Day Free Trial
No credit card required
Secure & Compliant
Bank grade security
Dedicated Support
For all paid plans
Cancel Anytime
No long-term contracts
All prices are exclusive of applicable taxes.
CONTACT US
Get In Touch
Have questions about IFAclick? Our team is here to help. Reach out to us and we'll get back to you as soon as possible.
Send us a message
Contact Information
support@ifaclick.com