flag +020 3355 3715 India Flag +91 80 9048 9048 flag +44 203 355 3715 Canada Flag +1 (647) 457-0345 email icon contact@bigladdertechnologies.com whatsapp icon Support flag flag flag flag email icon whatsapp icon

We Develop
Mutual Fund Vertical

For Your Existing Finance Business

Fully Digital | SEBI-Compliant | Go Live in 30 Days

Connect with Us!

Ideal For

Stock Agents &
Sub- Brokers
Insurance Providers & POS Agents
Loan & Finance Professionals

If you're already working in finance, you're just
one step away from earning an additional 1 Cr+ annually.

What's Holding You Back?

If you're in the finance business, to must have thought of starting a Mutual
Fund vertical-but couldn't move forward due to challenges like:

Compliance
  • SEBI guidelines for Mutual Funds differ from your existing business. You must be SEBI DDQ-compliant.
  • You must be SEBI DDQ-compliant.
MF Expertise
  • Unsure which schemes are top-performing.
  • Don’t know which scheme suits which client.
  • Struggle to evaluate client portfolios.
Team & Operations
  • No team trained in MF operations.
  • No SOPs or systems in place for MF sales and service.
Managing Transactions
  • MF transactions process at day-end, unlike instant stock transactions.
  • APIs for NSE/BSE Mutual Funds differ from your current systems.
Tech & Apps
  • Your stock CRM doesn’t support MF portfolios.
  • Web & mobile apps need additional integration.
Web & mobile apps need additional integration.
  • MF marketing needs risk profiling and goal-based presentation.
  • You lack ready-to-use campaigns, emails, and scripts for MF.

You already have clients and trust—but -but Mutual Funds feel like a whole new world..

What If We Built It All for You?

We help you launch a fully digital, SEBI-compliant MF business, under
your own name and branding, ready to scale to 100 Cr AUM within a year.

The best part is that you get strategic support from top industry experts:

SEBI-
Registered
PCE Trainer

Due
Diligence
PCE Compliance Consultant

MF Advisor
who have
already built over ₹1000 Cr AUM

Our Offerings

Compliance & Registration
  • ARN Registration
  • SEBI DDQ & Due Diligence Filing
  • eKYC, Risk Profiling, Mandate Setup
  • NSE/BSE Platform Integration
Expert Consultation
  • Strategy Call to Plan ₹100 Cr AUM
  • Daily/Weekly/Monthly Action Plans
  • Quarterly Audits & Reviews
  • Operational SOP Setup
Training & SOPs
  • Weekly Team Training
  • Sessions Scheme Identification & Portfolio Evaluation
  • Step-by-Step SOPs for Execution
MF Tech Integration
  • MF API Integration with Your Existing Software
  • White-Label Website + Mobile
  • Client Onboarding, SIP/STP/SWP Transactions
  • Portfolio Tracking & Reporting
CRM & Automation
  • Mutual Fund CRM: Lead, SIP, and Follow-Up Tracking
  • WhatsApp & Email Automation
  • Goal-Based Funnels & Communication Templates
Marketing Campaigns
  • Google, Facebook, Instagram, WhatsApp & Email Campaigns
  • Ready Creatives & Templates
  • Performance Marketing Blueprints
  • SEO & Website Optimization

You already have clients and trust—but -but Mutual Funds feel like a whole new world..

Let me elaborate how we plan to generate online leads

Brand Awareness
  • YouTube Shorts, Insta Reels, WhatsApp Clips
  • Personal Brand & Channel Setup
  • Co-Branded Assets with Your Logo
Website SEO
  • Keyword Research (15–20 Keywords)
  • On-Page SEO (5–7 Pages)
  • Backlink Building & Content Marketing
  • Google/JustDial Local Listing
  • Technical SEO Fixes
Campaigns That Deliver
  • SIP Challenge Funnels
  • Cross-Sell Campaigns (Stock & Insurance Clients)
  • Referral Campaigns for HNI Clients
  • Landing Pages + Ad Creatives
Growth on Autopilot
  • Monthly Campaign Calendar
  • Meta & Google Ad Management
  • Retargeting & Lookalike Audiences
  • Funnel Analytics + Weekly Reports

Goal : 10X Brand Visibility + High-Quality Lead GeneratioN

Your Profit Potential

2,000 Clients × ₹10K SIP/month

₹25 Cr AUM in Year 1

+ Lumpsum & Top-Ups

→ ₹50 Cr+ AUM in Year 1

Target :

Trail Commission :

Net Profit :

₹100 Cr AUM in 1–2 Years

₹50–75 Lakhs/year

₹1 Cr+ in 2 Years (Recurring)

Transparent Pricing

Services Pricing
One-Time Setup (Complete Build-Out) ₹5,00,000 (All-Inclusive)
Monthly Retainer (Consulting + CRM + Marketing) ₹80,000/month
CRM + App License Approx ₹25,000/year
No hidden fees. Custom pricing available for teams & franchises.

Ready to Build Your Mutual Fund Vertical?

You already serve these clients.

Let’s help them build wealth — and help you build recurring income.

Book Your Free Strategy Call Now

Schedule My Call