# Dhan Saarthi Partner: MFD App — Manage Clients, SIPs & AUM

> Manage Clients, SIPs & AUM (iPhone/iPad app by Khazana Fintech Private Limited.)

- Source: https://appshunter.io/ios/app/dhan-saarthi-partner-mfd-app/id6757213582 (this page in markdown: same URL + `.md`)
- Developer: [Khazana Fintech Private Limited](https://appshunter.io/developer/1838378782)
- Category: Finance, Business
- Price: Free
- Age rating: 17+
- Requires: iOS 13.0 · 101 MB
- Languages: American English
- Released: 2026-07-05
- Data updated: 2026-08-25
- User reviews in markdown: https://appshunter.io/ios/app/dhan-saarthi-partner-mfd-app/id6757213582/reviews.md

## What is Dhan Saarthi Partner?

Dhan Saarthi Partner is a dedicated mutual fund business app built for Mutual Fund Distributors (MFDs), IFAs, and AMFI-registered advisors across India. Manage clients, track your SIP book and AUM, and grow your distribution business — all from one app, under your own brand.
 
BUILT FOR MFDs AND IFAs
- Manage every client profile, KYC status, and portfolio in one place
- Track live AUM, SIP book, and business summary at a glance
- Add and manage new client leads with a built-in CRM
- Chat with clients directly inside the app
 
EXECUTE TRANSACTIONS WITH EASE
- Create SIP, lump sum, and redemption orders for any client
- Track order status and follow up on pending transactions
 
CLIENT ONBOARDING & COMPLIANCE
- Digital client onboarding and KYC
- Quick risk profiling for every client
- Generate and share investment proposals with clients
 
RESEARCH & REPORTS
- Explore mutual funds with live NAVs and fund details
- Generate portfolio, holdings, and capital gains reports for clients
 
MUTUAL FUNDS YOU CAN DISTRIBUTE
Empanelled with 50+ AMCs — access to all major mutual fund houses across India.
 
WHY DISTRIBUTORS CHOOSE DHAN SAARTHI
- Simple, modern interface built for daily use — not a legacy AMC portal
- AMFI Registered Mutual Fund Distributor platform (ARN-325085), operated by Khazana Fintech Pvt Ltd
 
Download Dhan Saarthi Partner and run your entire mutual fund distribution business from your phone.
 
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. AMFI Registered Mutual Fund Distributor — ARN-325085.


## Version history (last 5 releases)

### 0.0.60 — 2026-08-22

We've made it faster to manage your clients:
- Push Notification
- Updated Client Onboarding
- UI and UX fixes
- Client Overview page updated
- Bug fixes and stability improvements

Update now for a faster Dhan Saarthi Partner.

### 0.0.52 — 2026-08-19

We've made it faster to manage your clients:

- Updated Client Onboarding
- UI and UX fixes
- Client Overview page updated
- Bug fixes and stability improvements

Update now for a faster Dhan Saarthi Partner.

### 0.0.41 — 2026-07-21

Biometric issue fixes
UI fixes
Onboarding updates
Bug fixes and stability improvements

### 0.0.40 — 2026-07-16

UI fixes
Onboarding updates
home page ui update
client lead ui
chat ui
quick risk profile
proposal

### 0.0.37 — 2026-07-13

UI fixes
Onboarding updates
home page ui update
client lead ui
chat ui
quick risk profile
proposal

## More apps by Khazana Fintech Private Limited

- [Dhan Saarthi: MF SIP Investing](https://appshunter.io/ios/app/dhan-saarthi-mf-sip-investing/id6752234278)

All apps by Khazana Fintech Private Limited: https://appshunter.io/developer/1838378782

## Related topics

[dhan saarthi partner](https://appshunter.io/ios/topics/dhan-saarthi-partner)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-25.*