Mutual Fund Distribution Solution

The case study focuses on a Mutual Fund Distributor Management Software for Nippon, enhancing mutual fund distribution in India by addressing reach, trial management, and distributor performance, improving operational efficiency and providing data-driven insights.

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Devs on Team


App Type
App Type


Methodology Used

Agile Scrum


Web Application

Client Country:
Tech Used


Tech Used
Technologies Used:

.Net Core, React JS

Client Intro

Nippon India, a prominent Asset Management Company (AMC) in India, sought to revolutionize the mutual fund distribution process. They required a digital solution to expand their reach, manage trials, and track mutual fund distributor performance.

Client Intro

Transforming Project Management :  Challenges, Solutions, and Achievements

Challenges Client Faced

Challenges Client Faced -

  • Expanding geographical reach in Tier 2 and Tier 3 cities to explore new markets.

  • Managing the trial period for Mutual Fund Distributors (MFDs) effectively.

  • Implementing a system for accurate tracking and evaluation of trial transactions.

  • Establishing robust performance tracking for each MFD and managing unique ARN codes.

  • Overcoming limitations of off-the-shelf Learning Management Systems (LMS).

  • Adapting to the rising mutual fund penetration in India with scalable solutions.

What we did to fix it -

  • Developed a customized MFD solution for efficient onboarding and management of MFDs.

  • Streamlined recruitment, training, and monitoring processes for MFDs.

  • Automated tracking of trial brokerage payouts and transaction accounting.

  • Incorporated a comprehensive tracking system for MFD performance and ARN code management.

  • Tailored the digital solution to address specific challenges of mutual fund distribution.

  • Implemented microservice architecture for scalability and handling numerous concurrent users.

What we did to fix it

What we Achieved

Streamlined Nippon’s operations

Streamlined Nippon’s operations by automating trial brokerage management and transaction tracking.

Enhanced efficiency

Enhanced efficiency in recruiting, training, and monitoring distributors across various regions.

 Provided real-time insights

Provided real-time insights into MFD achievements and targets.

Enabled data-driven decision-making

Enabled data-driven decision-making with advanced analytics capabilities.


Achieved significant time and cost savings by eliminating manual processes.

Facilitated rapid market expansion

Facilitated rapid market expansion and growth for Nippon.

Enhanced customer satisfaction

Enhanced customer satisfaction through targeted mutual fund investment strategies.

Key Features we Delivered

Geographical Expansion Management

Geographical Expansion Management

Trial Period Automation

Trial Period Automation

Performance Tracking System

Performance Tracking System

Real-time Insights and Analytics

Real-time Insights and Analytics

Automated Brokerage Management

Automated Brokerage Management

ARN Code Management

ARN Code Management

Data-Driven Decision Support

Data-Driven Decision Support

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