Fifteen client-facing tools and reference resources, all free for verified Circle members. Every PDF you generate carries your firm branding and the Verified Aumsetu trust chip. Enter your MFD Key once — everything unlocks on this device.
Upload CAMS/KFintech CAS — get portfolio health, scheme ratings, asset allocation. Fully client-side.
Open toolSEBI-style 10-question client risk assessment. Auto asset-allocation recommendation. Branded PDF.
Open toolInvestment, Insurance, Retirement, Tax & Comprehensive proposal builder. 5-page branded PDFs.
Open toolLife-stage plan combining SIP, insurance, retirement corpus, legacy. Family planning conversation starter.
Open toolIdentify lapsed SIPs, quantify the wealth gap, generate a revival plan. Great win-back conversation.
Open toolOld vs New Regime + capital gains + 80C/80D/80CCD. Client tax report in 2 minutes.
Open toolBranded Instagram & WhatsApp posters. Firm name, ARN, mobile stamped automatically. PNG download.
Open toolReal client objections + tested responses. Handle “market gir raha hai”, “expense ratio”, direct plan doubts.
Open resourceTop hundred questions clients ask — with plain-English answers, ready to WhatsApp or paste.
Open resourceMF vs FD vs PPF vs NPS vs Insurance — side-by-side comparison sheet for client conversations.
Open resourceVisual life-stage roadmaps — 25/35/45/55 age brackets. Illustrate the “why now” conversation.
Open resourceEvery mutual-fund term explained in Hindi + English — SIP, XIRR, expense ratio, exit load, and more.
Open resourceCompute the true irregular-cashflow return on a client’s portfolio. Branded PDF for review.
Open toolSee long-term earnings: MF trail commission vs insurance first-year commission — over 5, 10, 20 years. Helps you counsel clients honestly.
Open toolDirect links to every AMC’s monthly factsheets. One-tap access — no digging through websites.
Open resourceClient onboarding forms, KYC checklists, ready-to-share brochures — everything in one place.
Open hubLatest regulatory updates you should know. Compact summaries + links to the source PDF.
Open resource