Can a mutual fund advisor or distributor use Portfolio Analysis and Pulse for client reviews?
Yes. Advisors keep each client’s portfolio in their own account, switch between saved clients, explain overlap and concentration in portfolio terms, compare peers and proposed mixes, keep a dated record of a comparison, and hand the client a readable report. Each adviser sees only their own clients.
A review you can explain
- Saved clients — switch between client portfolios within your account; the selected client and investor control the scope of every analysis and export.
- Overlap in plain terms — show a client why six funds may behave like three.
- Peers and proposed mixes — compare same-category peers and a saved proposal side by side.
- A dated record — Decision Lab keeps the assumptions behind a comparison for the next meeting.
- The right depth of report — Master report, 4-page Client snapshot or Monthly changes report.
Plans for professionals
The Advisor plan (₹800 a month) adds the Portfolio Builder, branded PDF reports, employee access and storage for up to 500 clients. The Firm plan (₹999 a month) covers unlimited client portfolios for an advisory firm with its own branding and seats, arranged directly with MF Analyser. Pulse access is confirmed separately.
The tools organise evidence for a conversation; suitability and advice remain the professional’s responsibility under their own registration.
Questions this page answers
All of these are the same question wearing different words, so they share one page rather than a thin page each.
- Which portfolio review tool is for mutual fund distributors?
- How can an MFD create client portfolio reports?
- Is there a client portfolio review software for mutual fund advisors in India?
- Can I manage multiple client portfolios in MF Analyser?
Also asked
Can my clients see each other’s portfolios?
No. Portfolios are scoped to the account that created them, and the client and investor you select control what any analysis or export includes.
Can I put my firm’s branding on client reports?
Branded PDF reports are part of the Advisor plan; the Firm plan adds the firm’s own branding and seats for the team.
How many client portfolios can I keep?
The Advisor plan stores up to 500 clients. The Firm plan covers unlimited client portfolios.
Can my team members get access?
Yes. Employee access is part of the Advisor plan, and the Firm plan adds seats for the whole team.
Is MF Analyser itself a SEBI-registered adviser?
No. MF Analyser is an educational research platform. It provides analysis tools; it does not give investment advice or recommendations.
See it for yourself
An answer you cannot check is just an opinion. These are the pages where the same thing is shown on live data.
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MF Analyser is not a SEBI-registered Investment Adviser or Research Analyst. Nothing above is advice or a recommendation to buy or sell anything. Every figure is arithmetic on AMFI's published NAV and the portfolios the AMCs file. Mutual fund investments are subject to market risks; read all scheme related documents carefully.