Rupeezy Partner App (MFD & AP) vs Advisor PRO

Build Smarter. Earn More. One app for your entire partner business — as an MFD, an AP, or both. Get empanelled as a Mutual Fund Distributor (MFD), an Authorised Person (AP), or both. Manage each business from its own dashboard. Switch between them in the same app. ONE APP. TWO PARTNER BUSINESSES. MFD Partner: Distribute Mutual Funds and SIFs (Specialized Investment Funds). Get research tools, client management and business insights. AP Partner: Onboard clients through your referral link. Help them trade and invest. Earn brokerage sharing on every trade. Start with either program. Add the other later, subject to eligibility. WHY NOW IS THE BEST TIME For MFDs / APs : Only 3% of Indians invest in mutual funds, vs. 61% in the US. Huge headroom to grow. India's demat accounts have more than doubled in under 4 years, crossing 23 crore in 2026. Millions of new investors need a trusted partner for their first trade. POWERFUL TOOLS TO BUILD SMARTER For MFDs: Funds Proposal - Create informed fund proposals for clients. Historical Analysis - Study fund performance and past data. AI Portfolio Builder - Build and evaluate portfolios with AI. Smart Explore - Discover and compare funds by category. 1,800+ Mutual Funds - All on one platform. For MFDs and APs: Client Tracking - Onboarding status, client count, holdings, earnings and reports. AP Reports - Client snapshots, holdings, P&L and product-wise reports (APs only). EARN MORE AS A PARTNER MFDs: 100% commission sharing, subject to T&C. Illustrative earning potential (assumes 5 new clients/month, ₹8,000 monthly SIP/client, 10% yearly step-up, 12% annual return, 0.7% commission payout): Year 1: 60 clients, ₹0.3 Cr AUM, ₹20,000/year Year 3: 180 clients, ₹3.3 Cr AUM, ₹2.3 lakh/year Year 5: 300 clients, ₹11 Cr AUM, ₹7.7 lakh/year Year 10: 600 clients, ₹72.2 Cr AUM, ₹50 lakh/year Actual earnings depend on business volume, client investments, applicable commission structures and other T&C. APs: Earn brokerage sharing on every client trade, through your referral link. MORE PRODUCTS TO OFFER MFD*: Mutual Funds, SIFs. AP: Equity, F&O, Commodities, IPOs, ETFs. *MARKETING & BUSINESS SUPPORT: Marketing collateral for every product. Client and business reports on demand. A dedicated Relationship Manager. Performance and earnings tracking — all from the app. A TRUSTED NAME : 22+ years helping Indians invest. 4 lakh+ customers. 1,800+ mutual funds. 1,500+ active partners across MFD and AP. START YOUR PARTNER JOURNEY Whether you're an MFD, an AP, or building both — Rupeezy gives you the technology, products and support to build smarter and earn more. Download now

Advisor Pro About this app Advisor mobile app is an add-on available to Datacomp’s i-Magic cloud subscription users. With this app, you can: • Get up-to-date statistics of your business on the go • Access diverse views of your customer’s insurance portfolio • View birthdays of your customers and send personalised greetings from an extensive gallery of designs • Send instant push notifications to your customers who are using your mobile app (My-Insurance) • Receive service requests from customers • View Portfolio events such as Premiums due. • Update customer master information • Send portfolio reports by e-mail to your customers • . . . and more With i-Magic Advisor App you can now be in greater control of your business even while you are away from your office – for business or for leisure. Download this app now and say goodbye to your business worries!!