Frequently asked questions.
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What is Profyt?
Profyt is a platform for mutual fund distributors and advisors to manage client acquisition, onboarding, portfolio management and reporting under their own brand.
Who can become a Profyt partner?
Independent advisors, ARN holders, MFDs, and distribution teams who want modern digital tools without losing brand ownership can partner with Profyt.
Can Profyt help me become a Mutual Fund Distributor?
Yes. Profyt supports new and existing distributors with onboarding guidance, platform access, and relationship-manager assistance to help you start and grow as an MFD.
Will I retain my client relationships?
Absolutely. Profyt is built so you remain the face of the relationship. Clients experience your brand while Profyt powers the technology behind the scenes.
Does Profyt offer a digital experience for clients?
Yes. Clients get a branded digital experience for portfolios, SIPs, and engagement - while you stay central to every interaction.
Can I manage external investments?
Profyt helps you organise and track investments across your book so you can manage client portfolios from one integrated platform.
What transactions can be processed?
You can process SIPs, lump-sum investments, switches, redemptions and related mutual fund transactions for your clients through the platform.
Does Profyt provide portfolio recommendations?
Profyt provides research support, scheme information and portfolio inputs that help you guide clients with clarity - recommendations remain advisory-led by you.
Does Profyt provide marketing support?
Yes. Partners get ready-to-share marketing collateral including social creatives, WhatsApp content, investor-education material and campaign ideas.
Can I track my earnings?
Yes. Business dashboards help you track AUM, SIPs, transactions and commission information so you know where growth is coming from.
How do I get started?
Register with Profyt, complete assisted onboarding with your relationship manager, hit activation milestones, and start using growth tools to expand your business.