Financial planning software built for MFDs and IFAs.
Fleek is a client portfolio and goal-tracking platform for Mutual Fund Distributors (MFDs) and Independent Financial Advisors (IFAs) in India — built around the practice an MFD actually runs, from onboarding your first SIP client to managing a book of a hundred families.
Built for MFDs, IFAs, and the people who run the practice.
Mutual Fund Distributors (MFDs)
Track client goals and portfolios, run reviews, and grow AUM without living in spreadsheets and WhatsApp threads.
Independent Financial Advisors (IFAs)
One household record shared across planning, portfolio, and engagement — instead of the same client re-entered into three different tools.
Registered Investment Advisors (RIAs)
Goal-based plans with a real funded % per goal, and consent records that hold up to scrutiny — built around the DPDP Act, not retrofitted to it.
Wealth management firms
A shared workspace for a practice's whole book of households, with AdvisorOS layered on top for practice-level guidance and growth.
From your ARN to your next hundred clients.
An MFD's work doesn't look like an RIA's fee-based advisory practice — it's SIP tracking, fund-to-goal mapping, client reviews, and growing AUM one relationship at a time. Fleek is built around that, not a generic wealth-management template.
Map funds to client goals
Every SIP and lump sum ties back to a specific goal — retirement, a child's education, a home — with a funded % that updates as the client invests, not a static illustration from onboarding.
Client portfolios without re-entry
CAS statements are read automatically — holdings don't have to be retyped by hand every time a client's portfolio changes.
Run reviews at scale
See which clients are off-track at a glance across your whole book, instead of opening each folder or spreadsheet individually before a review.
Grow AUM with a structured path
AdvisorOS lays out the actual journey — first ARN, first client, first SIP, on to ₹25 Cr+ AUM — as a guided path, not a vague "grow your practice" slogan.
Circulars in plain language
SEBI, AMFI, and BSE circulars that affect your practice, translated into what actually changes for you — not the original notification text.
Consent your clients can see
Purpose-based consent, visible to the client and controllable by them — built around the DPDP Act from day one, not bolted on for a compliance review.
A goal's status, without opening a spreadsheet first.
Retirement, education, a home, an emergency fund — whatever the goal, Fleek tracks the same three numbers: a funded %, a target date, and how much the monthly SIP is short by. When a goal falls behind, it shows plainly — this is the actual line the product shows: "2 of 2 goals are off track — Retirement needs attention first."
Advisor workspace — Goals tab, real screenshot
The MFD tasks Fleek automates.
| Task | Without Fleek | With Fleek |
|---|---|---|
| Mapping SIPs to goals | Tracked mentally or in a side notebook, rarely revisited | Every investment tied to a goal, with funded % visible per goal |
| Portfolio reviews | Opening each client's CAS PDF individually before a call | CAS read automatically; off-track clients visible across your book |
| Client updates | Manual WhatsApp messages, one client at a time | A client app that shows progress without you having to message first |
| Staying current on circulars | Reading SEBI/AMFI/BSE notifications yourself, hoping nothing's missed | Translated into plain-language, actionable guidance via AdvisorOS |
| Growing your book | Ad hoc — referrals and whatever comes up | A structured journey from first ARN toward ₹25 Cr+ AUM |
See Fleek on your own book.
We'll walk through the advisor and client sides with a sample household close to your real practice.