Press release
JezzMoney Software Empowers Mutual Fund Distributors with Digital Solutions
JezzMoney Mutual Fund Software for Distributors is not just a fund management tool.
Complete Technology Ecosystem
The JezzMoney Mutual Fund Software for Distributors is not just a fund management tool. It provides a Digital Nirvana for customers onboarding, eKYC, online transactions, auto-generating reports, and more, all with real-time updates and zero paperwork. Distributors acquire productivity, prevent manual errors, and can grow their business without any limitations.
Key Features of JezzMoney Software
SIP Calculator: Estimates systematic investment plan returns based on client-specific needs and time.
LumpSum Calculator: Quick analysis of potential long-term value from one-time investments.
SWP Calculator: Flexible planning for regular withdrawals, tailored to investor goals.
Automated Client Onboarding & eKYC: Fully digital process for fast onboarding and regulatory compliance.
Portfolio Dashboard: Real-time tracking of investments, growth, and diversification-all in one place.
Multi-Asset Support: Access to curated mutual fund schemes, in-depth research analytics, and multiple investment products from a single platform.
Back-Office Automation: Digital statements, compliance checks, audit-ready records, and workflow management for effortless operations.
Personalized Investor Experience: Custom MFD micro-profiles to foster strong client relationships and trust.
Regulatory Compliance Engine: Built-in tools to meet SEBI norms and maintain robust audit trails.
Transforming Mutual Fund Distribution With JezzMoney
JezzMoney redefines distributor success with innovative technology that automates tasks, delivers compliance, and keeps investors informed via instant reports and alerts. The platform allows distributors to expand to new asset classes, scale AUM, and build loyalty so they stand out in a market crowded with tech-enabled peers.
"JezzMoney is not just a management tool; it is an end-to-end mutual fund distributor platform that harnesses automation, analytics, and personalized engagement for every advisor and client," said Jayram Prajapati, founder of JezzMoney. "Our mission is to empower distributors to lead the industry with transparent, digital-first, and investor-centric solutions."
About JezzMoney
JezzMoney is a reliable fintech software provider that focuses on providing digital investment solutions, which are the perfect match between the expertise of the distributor and the expectations of the client. Its end-to-end platform not only simplifies investment management but also integrates regulatory tools and financial calculators, thereby empowering mutual fund distributors across India to elevate their productivity, regulatory adherence, and business expansion.
611, Shivalik Square, Near Adani CNG pump, Ramapir Thekra, Old Wadaj, Ahmedabad - 380013.
JezzMoney is a leading AI-driven mutual fund distributor platform designed to empower Mutual Fund Distributors (MFDs) and financial advisors across India with advanced technology to streamline business operations and accelerate growth. The platform offers comprehensive solutions including portfolio management, client onboarding, digital transactions, advanced financial calculators, and real-time reporting - all from a unified dashboard. By combining automation with deep investment insights, JezzMoney enables distributors to manage multiple clients efficiently, enhance decision-making, and deliver superior advisory experiences.
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