Fund Analysis
For MFDs and financial professionals
Choose the right mutual fund from 2000+ schemes in minutes.
AI-powered research platform for Mutual Fund Distributors & Financial Advisors. Cut through scheme overload with structured logic, 20+ data parameters and goal-matched recommendations — client-ready in one workflow.
- Schemes Tracked
- 2000+
- Data Parameters
- 20+
- AMCs Covered
- 40+
Live · Returnly Engine
Top 5 picks · Moderate risk
- Parag Parikh Flexi Cap9.4
- HDFC Balanced Advantage9.1
- ICICI Pru Bluechip8.9
- Mirae Asset Large & Mid8.7
- Nippon India Small Cap8.4
Why Advisors Switch to Returnly
From scheme overload to structured decisions.
Most MFDs lose hours toggling between factsheets and screeners. Returnly replaces that chaos with one advisor-first workflow.
2000+ schemes confusion
Smart, filtered recommendations
Manual comparison across AMCs
20+ data parameters compared in seconds
Goal mismatch with client horizon
Goal-based fund selection engine
Subjective risk profiling
Quantified risk profile + fund mapping
Platform
Everything an advisor needs in one console.
Twelve modules built around how MFDs actually work — research, decide, present.
Goal-Based Fund Selection
Map every recommendation to a client goal and horizon.
Risk Profile Engine
Quantified risk score that drives the scoring weights.
Fund Compare Tool
Side-by-side on returns, alpha, Sharpe, cost and more.
SIP & Goal Calculator
Inflation-adjusted targets with required SIP math.
Rolling Returns Analysis
3Y / 5Y rolling windows beyond point-to-point bias.
Expense Ratio Scanner
Flag cost outliers vs category median instantly.
Exit Load Alerts
Surface lock-ins before they hit a client portfolio.
Fund Manager History
Tenure, prior schemes and track record at a glance.
Portfolio Overlap Checker
See exactly how much two funds duplicate each other.
Client Proposal PDF
One-click, brandable report your clients will read.
XIRR Analyzer
True money-weighted returns on real cashflows.
Portfolio Health Score
Single number for diversification, cost and risk fit.
Your research analyst, available on demand.
Ask Returnly AI in plain English. Get instant, evidence-backed insights grounded in live NAVs, factsheets and category benchmarks — never generic chatbot answers.
- “Suggest 5 aggressive hybrid funds for a 15-year retirement goal.”
- “Which large-cap funds underperformed Nifty 50 for 3 years?”
- “Check overlap between Parag Parikh Flexi Cap and Mirae Large & Mid.”
AI Insights
For Whom
Built for the people advising India on money.
If you sit across the table from a client and recommend a mutual fund — Returnly is for you.
Mutual Fund Distributors
Scale advisory across hundreds of clients without losing rigor.
Financial Advisors
Defend every recommendation with auditable scoring.
Wealth Managers
Standardise the research layer across your team.
Insurance Advisors
Add a credible MF practice without hiring a research desk.
CA Firms
Bundle goal-based planning with your tax practice.
Goal Planning Journey
From a client's goal to a defensible plan — in 5 steps.
Make your meetings feel like an investment committee, not a sales pitch.
- 01
Pick a goal
Child education · Retirement · Home · Wealth
- 02
Inflation-adjusted target
Real ₹ amount needed at the goal date
- 03
Required SIP
Auto-computed SIP and lump sum split
- 04
Best funds matched
Top 5 ranked on the client's risk profile
- 05
Download client PDF
Branded, defensible, ready to present
Trust & Data
Numbers you can defend in front of a client.
Returnly is built on official data sources and updated daily — no scraped, stale or opaque inputs.
Live NAV via AMFI
Daily NAV refresh sourced from AMFI and AMC factsheets.
SEBI-aligned framing
Disclosures and risk language aligned with SEBI norms.
Updated daily
Returns, ratios and rankings recomputed every market day.
Trusted by MFDs
Used by independent distributors and advisory firms across India.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Returnly is a research and decision-support platform for advisors and does not guarantee returns. Past performance is not indicative of future results.
Stop selling funds. Start advising on them.
Join the advisors using Returnly to make faster, defensible mutual fund decisions for every client conversation.