Our story · Est. 2024

Built by an active MFD, for India's MFD community.

MFDTools isn't a startup that thought MFDs might need software. It's software built by a 17-year practicing MFD who was tired of Excel, WhatsApp templates, and manual PDFs — and decided to build what he wished existed.

Deepak Singla, Founder
Practicing MFD since June 2009
Meet the founder

Deepak Singla — the MFD who built MFDTools.

Founder, DigiMutual Goals Pvt. Ltd. · Unique Securities · Mandi Dabwali, Haryana

I started my MFD practice in June 2009 in Mandi Dabwali, a small town in Haryana. No fancy office, no big firm background — just AMFI ARN-332982, a laptop, and a belief that small-town India deserves the same financial guidance quality that Mumbai and Delhi take for granted.

Over 17 years, I've built Unique Securities into a trusted local brand serving 1,000+ families across Haryana and neighboring states. Along the way, I discovered a problem: the tools available to Indian MFDs were either too expensive (built for wealth management firms) or too basic (WhatsApp-forwarded Excel sheets).

So I built MFDTools. First for my own practice. Then I realized every MFD in India needs this. So I opened it up.

Deepak Singla
Founder, MFDTools · AMFI ARN-332982

Practising Since

2009

17 years advisory experience

AMFI Registration

ARN-332982

Registered Mutual Fund Distributor

SEBI Authorised

Sub-Broker

Nuvama & Master Trust franchise

Families Served

1,000+

Across Haryana & neighbouring states

Why MFDTools exists

Every Indian MFD faces the same daily problem: the gap between calculation and client-ready deliverable. You know the math. You know what your client needs. But the last-mile — turning your knowledge into a professional PDF with your firm's branding, sending it via WhatsApp, storing it for later — that's where hours evaporate.

Existing solutions fall into two extremes. Enterprise wealth management platforms (₹50,000+/month) are built for private banks, not neighborhood MFDs. Free calculators on random websites have no branding, questionable accuracy, and treat you like a lead to be captured.

India's 1.5 lakh+ MFDs deserve professional software that respects both their expertise and their economics.

That's the gap MFDTools fills. Enterprise-grade tools at a price that makes sense for a solo MFD. Free forever tier with 100+ tools. Optional Pro tier for ₹1,499/year when you want white-label branding and client portal.

Every feature we build is stress-tested in an actual working MFD practice — mine, and the beta MFDs who help us test. Nothing ships that doesn't solve a real problem we've experienced with real clients. That's why MFDTools feels different — because it's built by someone who uses it every single day.

The Journey

17 years of practice · 3 years of building

From opening a small-town MFD practice to launching software for India's MFD community.

June 2009

Started Unique Securities

Deepak Singla opens the MFD practice in Mandi Dabwali, Haryana with AMFI ARN-332982. First client: a local shopkeeper's ₹500 monthly SIP.

2015

Crossed ₹25 Cr AUM

Portfolio grows organically through referrals. Family serves multiple generations of clients across Sirsa district.

2019

Added broking & insurance verticals

Nuvama & Master Trust sub-broker registration. Partnerships with Aditya Birla Health, Bajaj Life, SBI Life, HDFC Life, ICICI Prudential, Tata Life for comprehensive advisory.

2021

Crossed ₹100 Cr AUM · Founded DigiMutual Goals Pvt. Ltd.

Incorporated as private limited company to formalize the growing practice. Broking book crosses ₹100 Cr.

2024

Started building MFDTools

Frustration with existing tools reaches breaking point. Deepak begins building calculators for his own practice — quickly realises every MFD needs this.

2026

MFDTools opens to India's MFD community

Public launch. 50+ calculators, 55+ legal document templates, smart client proposals, CAS Analyzer, Risk Profiler — all with white-label branding.

What we stand for

Three principles that guide every product decision

Advisor-first, always

Every feature is judged by one question: does this make the working MFD's day better? Not "will this look impressive in a demo" or "will this drive conversion metrics" — just: does it solve a real MFD problem?

Client data stays private

100% of client calculations run in your browser. Names, SIP amounts, goal values, personal details — they never touch our servers. You control what leaves your device, always.

Bharat-scale accessibility

Every tool works in Hindi and English. Free tier is genuinely free for every Indian MFD — no bait-and-switch. Runs offline on low-end phones. Loads on 2G. Because most of India's MFDs work outside the Bandra-Cyber Hub bubble.

Legal & Registration Details

MFDTools is a product of DigiMutual Goals Pvt. Ltd.

Operating as Unique Securities in Mandi Dabwali, Haryana. Full corporate registration and AMFI accreditation for transparency.

Registered Firm
DigiMutual Goals Pvt. Ltd.
Brand Name
Unique Securities
AMFI Registration
ARN-332982
Practising Since
June 2009
Registered Office
SCO-01, Near IndusInd Bank, Aastha Hospital Street, Chotala Road, Mandi Dabwali - 125104, District Sirsa, Haryana

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