Built from Real Distributor Research
Based on research with 1000 distributors, some want to sell all funds while others prefer selected AMCs only.
SIF SaaS supports both business models with configurable distribution strategy.
Why This Platform?
Independent and Unbiased Positioning
AMC websites show one side. Execution apps prioritize transactions. Advisors need neutral visibility.
This platform combines research, comparison, and execution in one advisor-first stack.
Cross-AMC Comparison Intelligence
Compare products side by side across fund houses using structured data and performance context.
Help clients decide using measurable comparisons, not isolated product pitches.
Risk and Performance Depth
Track risk cues, performance behavior, and advisory insights from one dashboard built for serious distributors.
Move from guesswork to structured advisory outcomes.
Secure and Scalable Operations
Digital onboarding readiness, secure transaction workflows, and scalable architecture for long-term growth.
Built for real advisory business scale, not demo environments.
Pricing (Annual Only)
Prices below include a 15% discount. + 18% GST applies. Theme building and customization is extra.
Starter
15% OFF
Actual: 1.65 Lacs / year
Now: 1.40 Lacs / year
+ 18% GST extra
Launch your digital presence.
Most Popular
Growth
15% OFF
Actual: 2.65 Lacs / year
Now: 2.25 Lacs / year
+ 18% GST extra
Run your advisory business.
Pro
15% OFF
Actual: 4.12 Lacs / year
Now: 3.50 Lacs / year
+ 18% GST extra
Scale like a fintech brand.
Online payments are enabled via Razorpay for each plan.
Detailed Feature Matrix
Core Platform
| Feature | Starter | Growth | Pro | Explanation |
|---|---|---|---|---|
| Website | Template | Template + Sections | Fully Custom | Branding improves trust |
| Admin Panel | Included | Included | Included | Full control |
| Custom Domain | Included | Included | Included | Professional identity |
| SEO Setup | Basic | Advanced | Advanced | Organic visibility |
Funds & Data
| Feature | Starter | Growth | Pro | Explanation |
|---|---|---|---|---|
| Fund Listing | Included | Included | Included | Core offering |
| Fund Details | Basic | Advanced | Premium UI | Improves investor confidence |
| Fund Upload | Manual | Manual + API* | Manual + API* | Automation reduces effort |
| Performance Upload | Manual | Manual + API* | API Priority* | Faster, accurate insights |
| Filters | Basic | Advanced | Smart Filters | Better discovery |
Advisory & Intelligence
| Feature | Starter | Growth | Pro | Explanation |
|---|---|---|---|---|
| Compare Funds | Not Included | Included | Multi AMC | Strong upgrade trigger |
| Risk Profiler | Not Included | Included | Included | Lead conversion tool |
Financial Calculators
| Feature | Starter | Growth | Pro | Explanation |
|---|---|---|---|---|
| SIP Calculator | Included | Included | Included | Basic engagement |
| SWP Calculator | Not Included | Included | Included | Advisory depth |
| Retirement Calculator | Not Included | Included | Included | Long-term planning |
| Additional Calculators | Not Included | Not Included | +2 Custom | Flexibility for advanced users |
Revenue & Client Management
| Feature | Starter | Growth | Pro | Explanation |
|---|---|---|---|---|
| Lead Capture | Included | Included | Included | Funnel base |
| KYC Integration | Not Included | Not Included | Included | Revenue unlock |
| Investment (Transactions) | Not Included | Not Included | Included | Core earning feature |
| Client Dashboard | Not Included | Not Included | Included | Required for client tracking |
| WhatsApp Integration | Not Included | Not Included | Included | High conversion channel |
Branding & Experience
| Feature | Starter | Growth | Pro | Explanation |
|---|---|---|---|---|
| Theme Customization | Not Included | Limited | Full | Brand differentiation |
| Landing Pages | Not Included | Not Included | Included | Ads and campaigns |
| Fund Detail Video | Not Included | Included | Included | Improves engagement |
| Banner / CTA Control | Not Included | Included | Advanced | Conversion optimization |
Operations & Support
| Feature | Starter | Growth | Pro | Explanation |
|---|---|---|---|---|
| Support | Priority | Dedicated | Cost vs service balance |
Compliance (All Plans)
| Included in All Plans |
|---|
| FAQs |
| Terms & Conditions |
| Privacy Policy |
| Disclaimer |
Important Notes
| Item | Details |
|---|---|
| API Usage | Charged separately (all plans) |
| Third-party Costs | Extra (KYC, transaction, WhatsApp, etc.) |
| Theme Building and Customization | Extra (all plans) |
| GST | 18% extra on all plans |
| Support Scope | Defined per plan |
Do not just distribute funds. Build your own digital investment brand.
Start today and transform your advisory business.