Pro tier feature · Smart wizard

Client proposals in 15 minutes, not 2 hours.

A structured wizard for building professional investment plans, insurance proposals, and retirement roadmaps. Pre-built template library, always-current calculations, and every output automatically branded with your firm identity.

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2 hrs
Manual proposal (Excel + Word)
→
15 min
MFDTools AI wizard
Save 87% time
The Product

A wizard built on 15 years of MFD experience.

Every proposal starts with the same core questions — client goals, risk profile, investment horizon, existing portfolio. MFDTools captures these once, then uses a curated library of pre-built templates to generate the narrative sections, executive summary, and standard recommendations you'd typically type by hand.

You stay in control. The wizard suggests; you approve, edit, or replace. The output is a professional PDF ready for the client meeting — with your firm's branding on every page.

Fully deterministic, no black-box. Every calculation, every template variable, and every disclaimer is auditable. What you configure is what you get — no surprises, no hallucinations, no regulatory grey area.
Investment Proposal Wizard
STEP 3 OF 4
TEMPLATE LIBRARY
Client Objectives
Investment Goal
Retirement corpus · ₹5 Cr by age 60
Risk Profile
Moderate · 60% Equity · 40% Debt
Monthly Investment Capacity
₹50,000 SIP
Build Executive Summary
Pro tier feature. Client Proposals is included in the Pro tier (₹1,499/year) and Enterprise plans. Free tier users can preview the wizard interface but PDF generation requires an active Pro subscription.
Four proposal types

Purpose-built for every MFD conversation

Whether it's a first-time investor, an insurance-focused review, or a full retirement roadmap.

Most used

Investment Proposal

SIP or lumpsum recommendations with goal-based projections and asset allocation.

  • Goal-based allocation
  • Scenario comparison
  • Volatility disclaimer

Insurance Proposal

Life, health, or term insurance recommendations with premium projections.

  • Coverage calculator
  • Multi-insurer options
  • IRDAI disclaimers

Retirement Plan

Long-term corpus building with inflation-adjusted goal calculations.

  • Inflation modeling
  • SWP planning
  • Legacy planning
Enterprise

Custom Proposals

Bespoke proposal templates built to your firm's specifications and workflows.

  • Firm-specific templates
  • Custom compliance blocks
  • Approval workflows
The workflow

From client meeting to branded PDF in 4 steps

1

Select type

Choose Investment, Insurance, Retirement, or Custom. Each has a purpose-built template.

~30 seconds
2

Capture client details

Goals, risk profile, existing investments, and time horizon. Wizard guides one section at a time.

~5 minutes
3

Template-driven narrative

Wizard picks the right template and populates executive summary, allocation rationale, and disclaimers. Edit as needed.

~5 minutes
4

Branded PDF export

Professional multi-page PDF with your firm identity, ready to send via WhatsApp or email.

Instant
The output

Client-ready professional deliverables

Every proposal is a multi-page branded document.

Not a screenshot. Not a text file. Not "let me email you a Word doc." A professionally formatted PDF that reflects the standards your clients expect from a serious financial firm.

  • Cover page with client name, prepared date, and firm branding
  • Executive summary — 2-3 paragraph template-populated narrative
  • Client profile snapshot — goals, risk, current portfolio
  • Recommendation charts — allocation pie, growth projection
  • Compliance section — AMFI/IRDAI disclaimers, risk warnings
  • Advisor sign-off — your name, ARN, contact details
Proposal
#UN-2026-0847
Investment Proposal
Retirement Corpus Roadmap
Prepared for: Mr. Rajesh Kumar Sharma · 10 Jul 2026
Client Objective
Target Corpus₹5,00,00,000
Time Horizon28 years
Risk ProfileModerate
Recommended Strategy
Monthly SIP₹50,000
Equity Allocation60%
Debt Allocation40%
Projected Corpus @ 12% CAGR ₹5.4 Cr
Mutual fund investments are subject to market risks. Please read all scheme related documents carefully. Past performance is not indicative of future returns. Projections assume historical average returns and do not guarantee future outcomes.
The shift

What proposal-making looked like before

Same MFD, same client, same goal. Different toolkit.

Traditional workflow

Excel + Word + Guesswork

  • Manual SIP calculations in Excel
  • Copy-paste into Word template
  • Type executive summary from scratch
  • Manually add firm details each time
  • Insert charts individually
  • Export → hope formatting stays intact
~2 hours
Per client proposal
MFDTools workflow

Wizard + Templates + Auto-branded

  • Purpose-built calculators embedded
  • Structured 4-step wizard
  • Curated template library (editable)
  • Firm details auto-populated
  • Charts auto-generated
  • One-tap PDF export
~15 minutes
Per client proposal
Common questions

Questions about Client Proposals

Is template-generated content compliant with SEBI / AMFI regulations?
Yes. Templates are curated by practicing MFDs and include standard compliance language — market-risk warnings, past-performance disclaimers, and scheme-related notices. All numeric calculations, fund recommendations, and compliance disclaimers are deterministic and rule-based. The final proposal is signed and vetted by you (the ARN-registered advisor), so regulatory accountability remains with you as required.
How large is the template library?
Investment proposals use 25+ narrative templates across common client scenarios (first-time investor, retirement-focused, goal-based, wealth accumulation, etc.). Insurance and Retirement proposals each have 15+ templates. Templates are refreshed quarterly based on advisor feedback. Enterprise contracts include custom template libraries built specifically for your firm.
Can I edit the generated text before finalizing?
Yes — every populated section has an "Edit" button. You can revise, replace, or completely rewrite any narrative section. Templates are a starting point, not a final authority. Many advisors use templates as a foundation and customize based on their relationship with the specific client.
Do proposals include specific fund recommendations?
Fund recommendations are optional and controlled by you. The wizard generates category-level allocation (e.g., "60% equity, 40% debt"), but specific fund names are added manually by you post-wizard, based on your firm's research and client-specific risk profile. This keeps you as the final decision-maker for regulated recommendations.
Can I use my own proposal template design?
Yes on Enterprise plans. Custom PDF templates are built to match your firm's existing proposal format, including custom cover pages, chart styles, section ordering, and compliance blocks. Free and Pro tiers use the standard MFDTools template with your firm branding.
Are proposals stored on your servers?
Client data used to generate proposals never leaves your browser. Only the final PDF metadata (proposal number, date, client name, advisor) is stored in your account for retrieval purposes. Actual client financial details, calculations, and PDF content stay client-side. On Enterprise contracts, we can configure zero-server-storage mode for organizations with strict data residency requirements.
What if I only need investment proposals, not insurance?
Use only the types relevant to your practice. All four proposal types (Investment, Insurance, Retirement, Custom) are included at no additional cost in the Pro tier. Custom proposals require Enterprise setup for template customization.

Ready to reclaim 100 hours per year?

Every proposal you generate saves ~90 minutes. Over a year of client work, that's over 100 hours reclaimed for actual relationship building.

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