Book a demo: cal.com/ajar-upadhyay-s13q3x… #MFStack #EmbeddedInvesting #Fintech #WealthTech

Users shouldn't have to leave your platform to start investing. Every redirect creates friction. Every extra click risks drop-off. MFStack helps you embed mutual fund investing directly into your product experience, keeping users engaged and growth within your ecosystem.

Modern mutual fund distribution demands much more than spreadsheets. From onboarding and portfolio management to reporting and investor engagement, today's leading distributors are embracing digital workflows to scale faster. Read the blog: mfstack.com/blog/excel-to-ex… #MFStack

India's investment story is entering a new chapter Gen Z, women investors, and emerging markets are reshaping the industry faster than ever before. Those who adapt to this shift early will be best positioned for the decade ahead. #MFStack #MutualFunds #WealthManagement #Fintech

Introducing - AI Agents for Mutual Funds (Video: Onboarding Agent helping distributor collect pan, name, dob and verify it against records) Feels like Mutual Fund workflows are entering a completely different phase Distributors reaching out to AI bots for onboarding, transactions, servicing, reports, and investor follow-ups. Fintechs embedding AI journeys directly inside their existing apps. AMCs offering much faster onboarding, recommendations, support, and servicing experiences. Not by replacing existing apps. But by adding AI agents alongside existing workflows. At MFStack, while continuing to improve UI/UX across our apps, we’ve started building AI-X — AI Experiences for Mutual Funds built over @Cybrilla and @ONDC_Official Agents which can work through chat interfaces, APIs, SDKs, MCP Servers, and A2A integrations ⚡️ Also means solving real infrastructure and engineering problems around privacy, PII leakage into LLMs, India data residency, workflow orchestration, and interoperability, hallucinations. Interesting times ahead 🚀

Your app shouldn’t look like everyone else’s. With MFStack, distributors can customize the entire investor experience; colors, fonts, UI, and branding - so every client interaction feels uniquely yours.

2nd customer goes live on @mfstacktech Took around 4-5 weeks to get the customer onboarded because of compliance and regulations This particular has been waiting for 6 months since we started building. MFStack is covering a great gap in market.

MFStack is a fully customizable white labelled app suite (web and mobile apps) for mutual fund distributors of India. It has been lot of fun to build with React, Tailwind, ShadCN, Laravel, Tanstack. And we are preparing and open sourcing the UI components from it and calling them “Domain UI”. Domain specific form input fields and view components particularly focused around Wealth Tech is our first target. And we have built a cool Data View component called “Lens” - which renders tables and charts using server driven configuration. We would be open sourcing that too. 10x fun!

Rebuilding Homepage of MFStack - Top Navbar - Fumadocs - Hero Layout - Stripe - Background Paths - @dorian_baffier - Theme Transition - @Stammy

mfstack.com/ - New Age of Mutual Funds Distribution We’re gearing up to launch the SaaS version of MFStack, ushering in a new era for mutual fund distribution online - with cutting-edge features, this release includes an Early Bird offer with a free trial for months!

MFStack is getting into shape, we named plans as: Essentials, Growth, Enterprise. Mutual Fund solutions usually charge based on AUM, number of investors - basically growing along with distributor. We are trying for something new - charge for features and all features are unlimited. Bringing a SaaS model for pricing too. #MutualFunds #MutualFundsSahiHai