MFTechXperts · Back-office support

Less operational drag. More time for your clients.

Daily transaction tracking, AMC/RTA coordination, and case resolution — handled remotely by a dedicated specialist.

Built for MFDs & IFAs

Track every case with a clearer workflow.

Stay on top of transactions, onboarding, AMC/RTA coordination and complex cases without adding operational overhead.

Secure · Remote · Specialist-led

A polished support layer behind your business.

Organized execution, responsive coordination, and a modern operating experience designed to keep your focus on growth.

Back-Office Support for MFDs & IFAs

Your fund distribution,
minus the operational drag.

Daily transaction tracking, AMC/RTA coordination, and case resolution — handled remotely by a dedicated specialist, so you can focus on clients and growth.

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
Hemal Chauhan
Founder
Dwiraj Chauhan
Co-Founder
Why MFTechXperts

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

I'm Hemal Chauhan, and I've spent years working directly inside mutual fund distribution operations — across National Distributor platforms and RTA systems. Alongside co-founder Dwiraj Chauhan, I built MFTechXperts to solve a problem I kept seeing firsthand: distributors spending more time on operational follow-up than on clients.

I built this as a dedicated, remote back-office partner — someone who already knows your platform, already knows AMC processes, and can resolve queries without needing hours of hand-holding.

5+
Platforms Supported
2
RTA Systems
24–48h
Typical TAT
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.

View workflow
⇄

AMC & RTA Coordination

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

Explore coordination
+

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.

See case support
★

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.

See team workflow
▤

Monthly Health Reports

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

View reporting
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
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

You're trusting me with platform access. Here's how that's protected.

Every distributor is treated as its own isolated environment — nothing crosses over.

01

No Data Stored

Nothing is retained beyond what's necessary to complete each task.

02

Isolated Browser Profiles

A separate profile is maintained for every distributor, no exceptions.

03

Fully Secure Web Browser

Microsoft Edge is used for its strongest built-in security controls.

04

Active Firewall

Every transaction is carried out behind an active firewall layer.

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.