SIP onboarding
Goal mapping and contribution schedules clients can sustain.
SIPs with structure. Goals with clarity.
Mutual fund investing explained for real households
Help clients start, review and stay consistent with SIPs — with category education and illustrative calculators.
9,600+Active SIP mandates (demo)
4-6Typical funds per household
12+ yrsGuiding SIP investors (demo)
Sample SIP growth illustration₹10,000 / month
Sample data
Illustrative SIP habit many dual-income clients start with after building a 6-month reserve. Sample illustrations only — not live market data, not a recommendation, and not a guarantee of returns.
AMFI ARN: IE-DEMO-2291(Sample)
SEBI-aware process(Sample)
Serving investors since 2014(Demo)
9,600+ SIP mandates(Demo)
Registration numbers shown are fictional sample data for this demo template — replace with your verified credentials before going live.
12+Years guiding SIP investors
9,600+Active systematic plans
4-6Typical funds per household
4.8 / 5Average client rating (sample)
About InvestEdge
Category clarity before a single scheme name
InvestEdge Distributors (Demo) is a fictional MFD brand for product demos. Replace ARN-XXXXXX placeholders with your actual AMFI registration after go-live.
Focus areas: SIP onboarding education, category explainers and review reminders.
Focus areas: SIP onboarding education, category explainers and review reminders.
Services
Practical help across your entire folio
Engage one module at a time, or bring your whole household plan under one review.
Category education
Equity, hybrid and debt explained without jargon overload.
Portfolio health checks
Overlap, risk and contribution reviews.
Goal trackers
Visual progress for education and retirement SIPs.
Tax harvesting reminders
Calendar-based nudges — not last-minute pressure.
Fund categories
Educational categories, not live fund picks
We explain sleeves first, then shortlist actual schemes once your risk band and tax context are clear. Nothing below names a real scheme or live NAV.
Equity funds
Core long-term growth sleeve investing mainly in company shares. Higher volatility, higher long-term growth potential.
Hybrid / balanced funds
A blend of equity and debt in one scheme, aimed at a smoother ride for medium-term goals.
Debt & liquid funds
Capital-preservation-focused sleeve for near-term goals and emergency parking before SIPs step up.
ELSS (tax-saving) funds
Equity exposure paired with a Section 80C tax deduction, subject to a mandatory 3-year lock-in per instalment.
These four categories are educational illustrations of how Indian mutual funds are typically grouped. They do not represent a live fund, an actual NAV, or a recommendation to buy any specific scheme.
Every mutual fund investment carries risk
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully. Past performance is not indicative of future results, and none of the figures, charts or fund categories on this page represent live market data.
- Calculators use editable, assumed rates — never a guarantee of returns.
- Fund-category cards are educational groupings, not scheme recommendations.
- The hero growth chart is a sample illustration, not a real fund's track record.
- Speak with a registered intermediary before acting on any illustration here.
Meet the team
People behind your SIP plan
Rohan Desai
MFD (Demo)
SIP education and review cadence.
Pooja Agarwal
Client Success (Demo)
Onboarding and documentation support.
Achievements & credentials
Credentials we hold ourselves to
AMFI-style distribution registration
ARN: IE-AMFI-DEMO-2291 · Fictional sample for this demo template
SEBI-aware advisory process
Reference: INA000IEDEMO · Sample, not a live registration
4.8 / 5 average client rating
Based on 350+ demo reviews used for illustration
9,600+ active SIP mandates
Illustrative demo figure for this template
Credentials and figures above are fictional sample data included for this demo template.
Investor voices
Households building with SIPs
"Finally understood categories without a 40-slide deck."
Amit VermaIT professional, Noida
"SIP calculator set expectations honestly."
Sneha PillaiTeacher, Thrissur
"Mobile site is actually usable."
Karan BatraDesigner, Chandigarh
Names and quotes shown are illustrative sample testimonials for this demo template.
FAQs
SIP questions we hear weekly
Is InvestEdge a real MFD?
No. Demo only. Do not invest through this fictional brand.
Are SIP results guaranteed?
No. Calculator outputs are illustrations based on assumed rates.
Can I show scheme lists?
Live MF search is an optional add-on — not part of this core demo.
Best for?
Mutual fund distributors wanting a modern, mobile-first site.
Get in touch
Plan your next SIP step
Share your goals and current folio — we will outline a category plan before naming any scheme.
Map preview for demo purposes — replace with your verified Google Business Profile location before going live.
Plan your next SIP step
Tell us about your goals — an investment counsellor will reach out to confirm a time.
