
Built for Indian mutual fund distributors with ₹10-200 Cr AUM
Keep your ARN, your brand, your data, and your full trail.
FolioMitra's reporting beta helps independent mutual fund distributors set up RTA mailback ingestion, check import health, review factual business dashboards, and create branded reports.
Guided reporting betaSet up CAMS or KFintech mailback with the FolioMitra team.
Zero RTA credentialsCAMS and KFintech mailback, not portal passwords.
Transparent beta scopeFactual reporting and exports—not AI or transaction features.
Trail-share calculator
See why flat software wins as your book grows.
ND platforms can look free while taking a permanent share of trail. Use conservative assumptions and compare the annual drag.
Estimated annual trail₹40.00 L
Trail share cost₹12.00 L
Illustrative Core annual price₹14,999
Potential annual difference₹11.85 L
Waitlist
Get the free FolioMitra health report when early access opens.
The first cohort is for design partners who want a direct feedback line and guided setup for the reporting beta. Pricing is discussed before any live billing is enabled.