Felix for mutual fund distributors

The workspace behind this desk: fund research, client portfolios and proposals, daily share cards and Felix chat, for mutual fund distributors registered with AMFI.

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₹4,999 a month + 18% GST (₹5,898.82 with GST), or ₹49,990 a year + GST (₹58,988.20 with GST). New accounts start with a free 3-day trial; no card needed, and nothing is charged when it ends.₹4,999 a month + 18% GST (₹5,898.82 with GST). Free 3-day trial, no card needed.

What Felix gives a distributor

Sheet A

Research desk for mutual fund distributors

How do I answer a client’s fund question quickly, with the documents to hand?

Fund research and a screener
Side-by-side comparison
Regular plans throughout

Sheet B

Client portfolios and proposals

How do I show a client their portfolio under my own name?

Portfolio Builder
Portfolio X-Ray of a client’s holdings
Branded PDF proposals

What it shows is data and comparisons for your own judgement.

Sheet C

Felix chat for fund and scheme questions

Can I check a fund fact or a calculation in the middle of a client call?

Answers from fund data
Calculations and what-ifs
Part of every plan

What it shows is data and comparisons for your own judgement.

Sheet D

Share kit: daily cards for WhatsApp

What do I send clients this morning?

Designed market cards every morning
Your name and number on each card
One tap to post

Sheet E

Leads from calculators and a profile page

How do new clients find me?

Calculators that capture enquiries
A public profile page
A leads inbox with one-tap WhatsApp

Sheet F

Market desk (Felix Terminal)

What moved this morning, and why does it matter to my clients?

Indices and movers
FII and DII flows
How each fund category moved

This desk, for your clients

Every NFO page and calculator on felixwealth.in is free, opens without a login and is made to be sent on WhatsApp.

See the NFO desk See the calculators

One plan with everything

Each price is shown before GST and, beside it, with 18% GST; a GST tax invoice comes with every payment.

Felix plans, before and with GST
Plan	Price	With 18% GST	Works out to
Monthly	₹4,999	₹5,898.82	₹4,999 a month
Quarterly	₹13,999	₹16,518.82	about ₹4,666 a month
Half-yearly	₹26,999	₹31,858.82	about ₹4,499 a month
Annual	₹49,990	₹58,988.20	about ₹4,165 a month · 2 months free

Team seats: ₹500 a month each + GST (₹590 with GST), or ₹750 a month each + GST (₹885 with GST) when a coupon has reduced the plan price.

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Questions distributors ask

Do my clients need an account for the NFO pages and calculators?

No. Every NFO page and calculator on felixwealth.in opens without a login, and each can be sent on WhatsApp.

Is Felix a fund house or a distributor?

Neither. Felix Wealth is a technology platform for mutual fund distributors and their clients.

Does Felix show Direct plans?

Felix is built around Regular plans, the plans distributors offer. An NFO offered only as a Direct plan is labelled as such.

Can I add people from my team?

Yes. Each extra seat is ₹500 a month + GST (₹590 with GST), or ₹750 a month + GST (₹885 with GST) when a coupon has reduced the plan price. Seats are billed with your plan.

Is there a free trial, and do I need a card?

Yes: 3 days from registration. No card is needed, so nothing is charged when it ends; after that, downloads and sharing unlock when you choose a plan under Subscription.

How do I pay, and do I get a GST invoice?

You subscribe from inside Felix, under Subscription. Every payment comes with a GST tax invoice.

Start with the free trial.

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