if
IFA Central
Sign in Get started
Private beta · Free for the first 50 firms

The CRM that finally speaks fluent MFD.

Built by a CFP certificant for Indian Mutual Fund Distributors and SEBI-Registered Investment Advisors. Manage your clients, policies, SIPs, financial plans, tasks, reminders, and monthly service calls — in one place that understands how you actually work.

Get started — free in beta Talk to the founder

No credit card · No commitment · Free during beta · By invitation after that

Everything in one place

Built around how Indian advisors actually work.

No more juggling Excel sheets for SIP tracking, paper diaries for renewal dates, and WhatsApp groups for client notes. Eight modules, designed together, talking to each other.

Client management

Risk profiling across five tiers, bulk Excel import, search across name and mobile, archiving, soft-delete. A real client database — not a spreadsheet.

Insurance policies

Life and health tracked separately. Family floater handling, lapse status, premium frequency. Renewal dates feed straight into your reminders.

SIPs & financial plans

Monthly and quarterly SIPs, with the math done correctly. Per-client financial plans with last-review and next-review dates. Annual review reminders fire automatically.

Tasks

Follow-ups, calls, document collection — typed and prioritised, with due dates and times. Tied to clients so you always know context before reaching out.

Smart reminders

Policy renewals auto-create reminders 30 and 7 days out. Financial plan reviews auto-generate annually. Snooze, mark done, or add your own manual reminders.

Monthly call register

Replace your tele-calling Excel sheet. A wide grid with sticky names, year-collapse, and per-cell notes. Log "no queries," "not reachable," or any custom summary — in one click.

Notes that stay put

Per-client notes for individual context. Business notes for firm-wide thoughts. Timestamped, edit-tracked, never lost in a WhatsApp scroll.

Works everywhere

Full mobile responsive. Use it from your phone between meetings, your laptop in the office, or your tablet on the road. Same data, same workflow.

A look inside

A clean, calm interface. No clutter.

The product was designed first for the practitioner — readable typography, generous spacing, and an aesthetic that doesn't fight you when you're in the middle of your day.

ifacentral.com/dashboard
Dashboard overview

Dashboard — your day at a glance.

/client_view.php
Client profile

Client profile — every detail, organised.

/tele_calling.php
Tele-calling register

Monthly call register — Excel, retired.

Common questions

Answers to what people ask first.

Is it really free?

Yes, fully free during the private beta — for the first 50 firms. No credit card required. No "free trial that auto-converts." When the beta concludes, we'll talk to active users individually about what comes next. The honest answer is: we haven't decided on pricing yet and we want your usage and feedback to inform that.

Who can sign up?

Mutual Fund Distributors with a valid AMFI ARN, SEBI-Registered Investment Advisors, and CFP-certified planners. If you fall outside those categories but think IFA Central would fit your practice, reach out via the contact form and we'll talk.

Is my client data secure?

Every firm gets an isolated database scope — your data and another firm's data never touch in any query. Authentication uses session cookies and CSRF tokens. SQL access uses prepared statements throughout. PII deletion is soft-delete by default so accidents are recoverable. We do not sell, share, or analyse your client data — it stays yours.

Can I import my existing data from Excel?

Yes — there's a bulk-upload step in the Clients page. Download the template, paste your existing client list (name, mobile, email, risk profile), upload, and you're in. Most firms with 200-500 clients are fully migrated in under 10 minutes.

What if I want to leave?

Export your full client list as an Excel file any time, from the Clients page. We'll add bulk export for policies, SIPs, and notes during the beta. You should never feel locked in — and if you do, that's our problem to fix.

Will pricing be added later?

Possibly. We're keeping the beta free to gather real usage data and unfiltered feedback. Beta users will get advance notice of any pricing change, generous transition terms, and — if pricing is introduced — meaningful loyalty pricing for the people who helped shape the product.

Talk to the founder

A direct line, not a ticketing system.

Questions about the beta, feedback on the product, or curious about the technical underpinnings — write directly. Replies usually within a day.

Built by Srikanth Dindakurti, CFP®
Credentials AMFI ARN 90346 · CFP certificant
Based in Bangalore, Karnataka