Everything Mutual Fund Distributors
Need in
One Platform
From first meeting to long-term wealth management, every tool you need is already here.
Everything Mutual Fund Distributors Need In
Need in
One Platform
From first meeting to long-term wealth management, every tool you need is here.
Partnered with 40+ Asset Management Companies
Less time on operations.
More time with clients.
1
Built for speed and simplicity
Client onboarding, transactions, fund research, financial planning, all in one place. No more switching between tools.
1
Built for speed and simplicity
Client onboarding, transactions, fund research, financial planning, all in one place. No more switching between tools.
1
Built for speed and simplicity
Client onboarding, transactions, fund research, financial planning, all in one place. No more switching between tools.
2
Keep 90% of Your Commissions
Flat 90:10 commission sharing. No tiers, no hidden deductions, no surprises.
2
Keep 90% of Your Commissions
Flat 90:10 commission sharing. No tiers, no hidden deductions, no surprises.
2
Keep 90% of Your Commissions
Flat 90:10 commission sharing. No tiers, no hidden deductions, no surprises.
3
Your Brand in Every Client Interaction
The app, reports, emails, creatives — everything your client sees carries your name and identity
3
Your Brand in Every Client Interaction
The app, reports, emails, creatives — everything your client sees carries your name and identity
3
Your Brand in Every Client Interaction
The app, reports, emails, creatives — everything your client sees carries your name and identity
4
We Help You Bring in New Clients
Portfolio reviews, expert training and ad campaigns managed for you. Most platforms stop at tools. We go further.
4
We Help You Bring in New Clients
Portfolio reviews, expert training and ad campaigns managed for you. Most platforms stop at tools. We go further.
4
We Help You Bring in New Clients
Portfolio reviews, expert training and ad campaigns managed for you. Most platforms stop at tools. We go further.
5
Support That Moves At Your Speed
Your feedback and queries addressed in minutes, not weeks. Available round the clock. We build what you need.
5
Support That Moves At Your Speed
Your feedback and queries addressed in minutes, not weeks. Available round the clock. We build what you need.
5
Support That Moves At Your Speed
Your feedback and queries addressed in minutes, not weeks. Available round the clock. We build what you need.
Watch Creso in Action
A 2-minute look at how distributors use Creso every day.
Numbers that speak for themselves
Supporting distributors across the country with tools that simplify modern wealth operations.
+
Distributors
Cr+
AUM on Platform
App Rating
+
AMC Partners
Numbers that speak for themselves
Supporting distributors across the country with tools that simplify modern wealth operations.
+
Distributors
Cr+
AUM on Platform
App Rating
+
AMC Partners
Numbers that speak for themselves
Supporting distributors across the country with tools that simplify modern wealth operations.
+
Distributors
Cr+
AUM on Platform
App Rating
+
AMC Partners
"If you're an MFD evaluating platforms, start with Creso. The platform is ahead of anything else out there, and the team behind it is just as strong."
Kirtan Shah
CEO, & Founder of Truvanta Wealth
K Sekhar
Factorlab
"The platform is great, but it's actually the people. They pick up the phone, they fix things, they ask what to build next. That's not common."
K Sekhar
Factorlab
"The platform is great, but it's actually the people. They pick up the phone, they fix things, they ask what to build next. That's not common."
K Sekhar
Factorlab
"The platform is great, but it's actually the people. They pick up the phone, they fix things, they ask what to build next. That's not common."
Stuti Gupta
Arthveda Advisors
"Their tech just works, the support is exceptional, and the transparency has changed how we operate."
Stuti Gupta
Arthveda Advisors
"Their tech just works, the support is exceptional, and the transparency has changed how we operate."
Stuti Gupta
Arthveda Advisors
"Their tech just works, the support is exceptional, and the transparency has changed how we operate."
Dipender
Valueleaf
"It's not just the platform and support. They help with events, trainings, and client meetings too."
Dipender
Valueleaf
"It's not just the platform and support. They help with events, trainings, and client meetings too."
Dipender
Valueleaf
"It's not just the platform and support. They help with events, trainings, and client meetings too."
Built by Operators,
Backed by Industry Leaders
Founded by IIT Bombay alumni with experience across wealth management and private equity.
Pranay Agarwal
Co-Founder, IIT Bombay, Warburg Pincus
Manav Nandu
Co-Founder, IIT Bombay, Dezerv
Madhusudan Kela
Investor, CIO at Nippon India Mutual Fund
Sanjeev Bikhchandani
Investor, Founder of Info Edge
Built by Operators,
Backed by Industry Leaders
Founded by IIT Bombay alumni with experience across wealth management and private equity.
Pranay Agarwal
Co-Founder, IIT Bombay, Warburg Pincus
Manav Nandu
Co-Founder, IIT Bombay, Dezerv
Madhusudan Kela
Investor, CIO at Nippon India Mutual Fund
Sanjeev Bikhchandani
Investor, Founder of Info Edge
Built by Operators,
Backed by Industry Leaders
Founded by IIT Bombay alumni with experience across wealth management and private equity.
Pranay Agarwal
Co-Founder, IIT Bombay, Warburg Pincus
Manav Nandu
Co-Founder, IIT Bombay, Dezerv
Madhusudan Kela
Investor, CIO at Nippon India Mutual Fund
Sanjeev Bikhchandani
Investor, Founder of Info Edge
Book a Demo to See Why
1000+ Distributors Chose Creso
Book a Demo to See Why
1000+ Distributors Chose Creso
See Why 1000+
Distributors Chose Creso
Join the fastest growing MF distribution platform in India.