The Operating Platform for MF Distributors
The Operating Platform for MF Distributors
One platform to manage clients, investments, insights, and growth — designed for the next generation of mutual fund distributors.
One platform to manage clients, investments, insights, and growth — designed for the next generation of mutual fund distributors.
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
Features that set us apart and make us proud
1
Your business at a glance
Track your AUM, SIP book, commissions, and client activity in real time. Plus insights to find your next 1 Cr of SIP book.
1
Your business at a glance
Track your AUM, SIP book, commissions, and client activity in real time. Plus insights to find your next 1 Cr of SIP book.
1
Your business at a glance
Track your AUM, SIP book, commissions, and client activity in real time. Plus insights to find your next 1 Cr of SIP book.
2
Turn client conversations into action
Map your client's goals, build a financial plan around them, and present a ready-to-execute proposal, all in one conversation.
2
Turn client conversations into action
Map your client's goals, build a financial plan around them, and present a ready-to-execute proposal, all in one conversation.
2
Turn client conversations into action
Map your client's goals, build a financial plan around them, and present a ready-to-execute proposal, all in one conversation.
3
Know which funds to recommend and why
Curated fund recommendations powered by a 10-metric scoring model, with talking points on why each fund is strong or weak.
3
Know which funds to recommend and why
Curated fund recommendations powered by a 10-metric scoring model, with talking points on why each fund is strong or weak.
3
Know which funds to recommend and why
Curated fund recommendations powered by a 10-metric scoring model, with talking points on why each fund is strong or weak.
4
Your name on every interaction
Your name, your logo, your identity: on the app, reports, emails, and every creative your client sees.
4
Your name on every interaction
Your name, your logo, your identity: on the app, reports, emails, and every creative your client sees.
4
Your name on every interaction
Your name, your logo, your identity: on the app, reports, emails, and every creative your client sees.
Everything in one place.
Creso brings empanelment, client management, research, and transactions together so you can focus on building relationships.
Onboard Clients in Minutes
Single OTP for individuals. Under 3 hours for non-individuals.
Onboard Clients in Minutes
Single OTP for individuals. Under 3 hours for non-individuals.
All Transactions, One Approval
Lumpsum to daily STPs — everything from one screen, one approval.
All Transactions, One Approval
Lumpsum to daily STPs — everything from one screen, one approval.
Fund Research
Explore funds, compare rolling returns, sharpe ratios, fund managers, and more.
Fund Research
Explore funds, compare rolling returns, sharpe ratios, fund managers, and more.
Fund Research
Explore funds, compare rolling returns, sharpe ratios, fund managers, and more.
Goal-Based Financial Planning
Create goals and link them directly to proposals.
Goal-Based Financial Planning
Create goals and link them directly to proposals.
Goal-Based Financial Planning
Create goals and link them directly to proposals.
Your Brand On Every Screen
App, reports, emails, creatives — all under your identity.
Your Brand On Every Screen
App, reports, emails, creatives — all under your identity.
Your Brand On Every Screen
App, reports, emails, creatives — all under your identity.
External Portfolio Review
Fetch and analyse holdings your clients have outside Creso.
External Portfolio Review
Fetch and analyse holdings your clients have outside Creso.
Family Wealth View
Manage all family members' holdings from one single account.
Family Wealth View
Manage all family members' holdings from one single account.
Family Wealth View
Manage all family members' holdings from one single account.
Add Your Team To The Platform
Control who sees what and who can transact, with flexible team permissions.
Add Your Team To The Platform
Control who sees what and who can transact, with flexible team permissions.
Add Your Team To The Platform
Control who sees what and who can transact, with flexible team permissions.
Task Tracking & Reminders
Add remarks, create to-dos, get notified on birthdays and anniversaries.
Task Tracking & Reminders
Add remarks, create to-dos, get notified on birthdays and anniversaries.
Frequently Asked Questions
When do commission payouts happen?
Payouts happen on the 20th of every month. For example, commissions for business done between 1st May and 31st May are paid out on 20th June.
Does Creso offer products beyond mutual funds?
Do end-clients get a fully white-labelled app?
Does Creso provide client leads to distributors?
Can investments made through Creso be seen on other platforms?
Frequently Asked Questions
When do commission payouts happen?
Payouts happen on the 20th of every month. For example, commissions for business done between 1st May and 31st May are paid out on 20th June.
Does Creso offer products beyond mutual funds?
Do end-clients get a fully white-labelled app?
Does Creso provide client leads to distributors?
Can investments made through Creso be seen on other platforms?
Frequently Asked Questions
When do commission payouts happen?
Payouts happen on the 20th of every month. For example, commissions for business done between 1st May and 31st May are paid out on 20th June.
Does Creso offer products beyond mutual funds?
Do end-clients get a fully white-labelled app?
Does Creso provide client leads to distributors?
Can investments made through Creso be seen on other platforms?
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.