MFTechXperts · BACK-OFFICE SUPPORT FOR MFDs & IFAs

Trusted BackOffice Operations Partner for MFD & IFA.

Make us your back-office operations team. we help Mutual Fund Distributors and Independent Financial Advisors streamline operations & support and focus on client relationships and business growth.

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Your operational support partner

Your back office, organized around your clients.

Get dedicated remote support for transaction tracking, client onboarding, AMC/RTA follow-up, and complex cases—with a clear workflow and regular updates.

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Working across NJ · Prudent · RedVision · IFA-Planet · Investwell — with RTA support on CAMS Edge 360 and K-Fintech DSS-DIT.
LIVE CASE TRACKER
#1042 SIP Registration
R. Patel Resolved
#1043 Folio Transmission
Shah Family With AMC
#1044 Client Onboarding
N. Mehta In Progress
#1045 Address Update
K. Iyer Pending
Updated in real time via Google Sheets TAT: 24–48 hrs
Platforms & RTAs we work with
NJ Wealth Prudent RedVision IFA-Planet Investwell CAMS Edge 360 K-Fintech DSS-DIT
Why MFTechXperts

Hands-on platform experience, not a call-center script.

Founded by Hemal Chauhan and Dwiraj Chauhan, MFTechXperts was built to solve a problem seen firsthand in mutual fund distribution operations: distributors spending more time on operational follow-up than on clients.

We provide dedicated, remote back-office support from people familiar with distributor platforms and AMC processes, with clear workflows tailored to each practice.

5+
Platforms Supported
2
RTA Systems
24–48h
Typical TAT
Hemal Chauhan, founder of MFTechXperts

Hemal Chauhan

Founder & Head of Mutual Fund Operations

Bringing a decade of hands-on mutual fund operations expertise, Hemal understands the operational complexities distributors face beyond client acquisition. From transaction processing and transmission cases to documentation and distributor support, he focuses on making back-office operations simpler, smoother, and more reliable. His experience supporting distributor networks managing ₹500+ crore in AUM shapes MFtechXperts’ commitment to dependable, distributor-first operational support.

Dwiraj Chauhan, co-founder of MFTechXperts

Dwiraj Chauhan

Co-founder & Head of Technology

With 12+ years in IT and software engineering, Dwiraj drives the technology that powers MFtechXperts. His expertise in scalable architecture, process automation, and enterprise-grade software helps transform complex operational workflows into efficient, reliable systems. His vision is to bridge the gap between financial services operations and technology—helping mutual fund distributors minimize manual work, improve productivity, and build a stronger foundation for growth.

Services

Everything your back-office needs, in one place.

From daily tracking to complex case resolution — scoped to exactly what your business needs.

✓

Transaction Tracking

Day-to-day tracking of every transaction through a live, shared Google Sheet.

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⇄

AMC & RTA Coordination

Direct follow-up with AMCs and RTAs so pending cases don't sit idle.

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+

Client Onboarding

Onboarding support across whichever platform you already use.

Explore onboarding
⟲

Transmission & Complex Cases

Handled per known AMC rules — with priority handling on higher tiers.

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★

Priority Query Resolution

Defined turnaround times, with escalation for anything at risk.

See priority support
⇵

Team Coordination

Structured, traceable communication with your staff over Microsoft Teams.

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▤

Monthly Health Reports

A monthly summary of case volume, TAT performance, and upcoming renewals — so your back-office progress is visible, not just assumed.

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Process

Getting started takes four steps.

No lengthy onboarding — most distributors are live within days.

01

Discovery Call

A short conversation about your platforms, volume, and pain points.

02

Custom Quote

A package recommendation — standard tier or tailored to your volume.

03

Setup

Tracking sheet and Microsoft Teams channel configured for your team.

04

Ongoing Support

Daily tracking, coordination, and resolution — within agreed TAT.

Pricing

Simple tiers. No setup fee.

Starting from ₹7,500/month — choose a tier or request a custom quote.

Starter
₹7,500 / month
Up to 75 cases / month
  • Daily transaction tracking
  • Client onboarding support
  • Basic AMC/RTA coordination
  • Transmission — standard, up to 10/mo
  • Monthly operational summary
Choose Starter
RECOMMENDED
Professional
₹12,500 / month
Up to 150 cases / month
  • Everything in Starter
  • End-to-end transaction tracking
  • Full AMC & RTA coordination
  • Priority query handling
  • Regular pending-case reporting
Choose Professional
Premium
₹20,000 / month
Up to 300 cases / month
  • Everything in Professional
  • Dedicated operational coordination
  • Management-level reporting
  • Workflow improvement suggestions
  • Priority support during working hours
Choose Premium

Need something different?

If your case volume or platform mix doesn't fit a standard tier, I'll put together a tailored quote based on exactly what you need.

Request a Custom Quote
Security

How we approach access and data handling.

We use operational safeguards intended to reduce unnecessary access and retention. Specific arrangements can depend on the agreed service scope.

01

Purpose-limited handling

Information is handled to provide the agreed service and according to applicable engagement arrangements.

02

Access practices

Access to platforms and records is used for the work agreed with each distributor.

03

Operational safeguards

Controlled access, separate browser profiles, hardened workflows, and firewall protections are used to reduce unauthorized access.

04

Retention arrangements

Information is retained only as reasonably necessary, subject to service, legal, and contractual requirements.

FAQ

Common questions, answered clearly.

Everything you need to know about our service, workflow, security, and pricing.

We support recurring back-office work such as transaction tracking, AMC/RTA coordination, client onboarding, transmission and complex cases, query resolution, team coordination, and monthly health reporting.
No. We work alongside the platforms and RTAs you already use, helping coordinate pending work and move cases forward without requiring you to change your existing ecosystem.
Cases are organized by status, priority, ownership, recent activity, and next action so you have a clear view of what is open, in progress, or resolved.
The operating model is designed to minimize unnecessary data retention. Separate browser profiles and a hardened browser workflow are used for distributor work, with access and retention arrangements agreed as part of the engagement.
Yes. The Starter plan is structured for up to 75 cases per month, with larger plans available as your case volume grows.
Priority cases can be flagged for focused follow-up. Transmission and other complex requests can move through the same workflow with clear ownership and next-action notes.
We typically need your service scope, preferred communication channel, existing platform/RTA workflow, escalation contacts, and the access required for the agreed work.
Yes. The operating model can be adjusted as case volume, team structure, and service requirements change.

Let's reduce your back-office stress.

Tell me about your platform and case volume — I'll get back with a quote within a day.

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