Disable Preloader
  • Sign In
  • |
  • Sign Up

Plans & Pricing

Our Plans & Pricing

Whether you're starting out or scaling your mutual fund distribution business, MFEcosystem has a plan built for your success. Choose the right setup—from our free plan to fully branded white-label solutions.

0per month180 Days Free

Free

  • 1 User Agent
  • Unlimited Client Limit
  • Portfolio Management
  • SIP & Alert Automation
  • Compliance & KYC Support
  • 10000 Email & WhatsApp
  • Branded Reports & Communication
  • Custom Domain
  • MFE Android & iOS Apps
  • Dedicated Onboarding
  • Support Type: Community Forum
1000per month(Charged Annually @ ₹12000)

Basic

  • 2 User Agent
  • 100 Clients Limit
  • Portfolio Management
  • SIP & Alert Automation
  • Compliance & KYC Support
  • 10000 Email & WhatsApp
  • Branded Reports & Communication
  • Custom Domain
  • MFE Android & iOS Apps
  • Dedicated Onboarding
  • Support Type: Email/Chat
2000per month(Charged Annually @ ₹24000)

Regular

  • 5 User Agent
  • 200 Clients Limit
  • Portfolio Management
  • SIP & Alert Automation
  • Compliance & KYC Support
  • 5000 Email & WhatsApp
  • Branded Reports & Communication
  • Custom Domain
  • MFE Android & iOS Apps
  • Dedicated Onboarding
  • Support Type: Email/Chat
75000per year(Charged Annually @ ₹75000)

White Label

  • 10 User Agent
  • Unlimited Clients Limit
  • Portfolio Management
  • SIP & Alert Automation
  • Compliance & KYC Support
  • 10000 Email & WhatsApp
  • Branded Reports & Communication
  • Custom Domain
  • Generic Android & iOS Apps
  • Dedicated Onboarding
  • Support Type: Priority + Manager

Important Notes:

  • All plans include access to your MFEcosystem dashboard with essential tools for client management, reporting, and compliance.
  • Upgrades or downgrades between plans can be done anytime without losing your data.
  • SMS, Email & WhatsApp notifications are included up to a monthly quota, depending on your plan.
    If you exceed the limit, you can purchase additional notification packs directly from your dashboard.
  • White-Labeled Plan includes custom domain, branded reports, and your own Android & iOS app published under your name (one-time setup fee applicable).
  • Your data is secure and fully compliant with SEBI and AMFI guidelines. We follow strict data privacy and encryption standards.
  • All prices are exclusive of applicable taxes. Add-on services (like extra app features, custom integrations) may have additional charges.
  • Free training resources, video guides, and knowledge base access are available with all plans. Dedicated onboarding and priority support are available in Regular and White-Labeled plans.

Frequently Asked Questions

Our Free plan offers limited access to core features ideal for beginners. The Basic plan adds portfolio management and client tracking. The Regular plan includes automation, detailed reporting, and support. The White-Labeled plan includes everything in Regular, plus your own branded website, domain, Android and iOS app, and custom logo - giving you a fully personalized digital presence.

Yes, absolutely. You can upgrade to a higher plan at any time through your dashboard. All your data and settings will remain intact as you move to a more advanced plan.

Yes, a one-time setup fee is charged to cover custom app development, domain configuration, logo branding, and publishing your app to Google Play and Apple App Store. This is explained in detail during onboarding.

No, we believe in transparent pricing. All charges are clearly mentioned on the pricing page. Add-on services like advanced training or extra app customizations may be billed separately, but only after your approval.

You can cancel or downgrade at any time. Your data will remain secure, and you can still access features available in the lower plan. However, premium features (like white-label branding) will no longer be available after downgrade.

The Free plan has a limited client cap (usually 25). Basic and Regular plans allow up to a few hundred clients, while White-Labeled users can manage thousands without restrictions. Exact limits are shown in your pricing dashboard.

Basic compliance tools are available in Basic and Regular plans. Full compliance automation and digital onboarding tools are included in the Regular and White-Labeled plans for a seamless experience.

Yes. All plans include access to our knowledge base and community support. Priority support via chat and email is included in Regular and White-Labeled plans, and White-Labeled users also receive dedicated onboarding assistance.

You'll receive a mobile app in your brand name with your logo, a personalized website with a custom domain, and branded client reports. The app will be published on Google Play and Apple App Store, fully linked to your MFEcosystem account.

Not at all. Our platform is designed for ease of use. We also provide training videos, setup guidance, and customer support to walk you through everything from onboarding to advanced features.

You can explore many Regular features with the Free or Basic plan, and we also offer live demos and consultations for those interested in the White-Labeled plan. Book a free demo call from our homepage to experience it firsthand.

Simply register on our platform, log into your dashboard, and go to the “Pricing” section to select your plan. For White-Labeled setup, our team will contact you directly to gather branding assets and complete the launch process.

Ready to Go Digital? Start with a Free Trial.

Partner

Supported Registrar and Transfer Agent Companies

 
 
 
CAMS
KARVY

SUBSCRIBE

Subscribe Newsletter

MFEcosystem Private Limited Copyright © 2025. All rights reserved.