Never Miss a SIP Renewal. Never Lose a Client.
Indian MFDs manage hundreds of clients across SIPs, lumpsum investments, and annual reviews. Vedain keeps every client conversation, KYC status, and renewal date in one place — so you follow up before your client even thinks to call a competitor.
THE PROBLEM
Why MFDs lose clients they should have kept
SIP renewal dates tracked in Excel that nobody updates
That shared spreadsheet has 200 rows, 12 columns, and no one knows which version is current. Clients call asking why they missed a renewal — and you have no good answer.
KYC expiry reminders forgotten, compliance risk builds up
KYC expires quietly. There is no system alerting you 30 days before. You find out when the transaction bounces — or worse, during an AMFI review.
WhatsApp conversations with no record of what was promised
You told a client "I will check the exit load and call back." Three weeks later, they have switched to another MFD. No record means no accountability.
No structured follow-up after the first client meeting
A prospect came in, liked the portfolio options, said they would think about it. Nobody followed up on day 3, day 7, or day 14. The deal went cold.
BUILT FOR MFDs
Everything an MFD needs. Nothing they don't.
Vedain is a general-purpose CRM you can configure for mutual fund distribution in under an hour — with custom fields, automations, and email campaigns all included at ₹500/user.
Client portfolio tracking with custom fields
Add AUM, risk profile, investment goals, nominee details, PAN, and any other field you need. Every client gets a complete profile — not just a row in a spreadsheet.
SIP renewal reminders — automated follow-up tasks
Set a "SIP Renewal Date" field. Vedain creates a reminder task X days before it is due, so your advisor never misses a renewal conversation again.
KYC expiry tracking with automation triggers
Track KYC expiry dates as a custom field. Automate alerts 60 and 30 days before expiry. Stay ahead of compliance without manual monitoring.
WhatsApp message logging — linked to client records
Log WhatsApp conversations directly against the client record. Every promise, every advice, every follow-up — preserved and searchable.
Email campaigns — NFO announcements, portfolio updates
Send quarterly portfolio update emails, NFO opportunity announcements, and tax-saving investment reminders to your entire client list in minutes.
Activity timeline — full history of every interaction
See every call, email, WhatsApp message, meeting, and note for any client in chronological order. Never lose context, even years later.
HOW IT WORKS
Up and running in under a day
Import your client list from Excel in minutes
Upload your existing Excel sheet with client names, contact details, and any data you track today. Vedain maps the columns and imports everything — no manual re-entry.
Set up SIP renewal and KYC expiry reminders
Add custom date fields for SIP Renewal Date and KYC Expiry Date. Configure automation rules so Vedain creates follow-up tasks and sends reminders automatically — days before each date.
Let Vedain track follow-ups and send updates automatically
Log WhatsApp conversations against client records, run quarterly portfolio update email campaigns, and see every interaction in the client timeline — without chasing spreadsheets.
TRANSPARENT PRICING
₹500/user/month. Everything included.
14-day free trial. No credit card. No annual lock-in.
HOW WE COMPARE
FAQ
Frequently asked questions
GET STARTED
Your clients deserve better follow-up.
Set up Vedain for your MFD practice in under a day. 14-day free trial, no credit card, cancel anytime.