Plugs into the platforms you already use.
Zyphr connects to the data sources and execution platforms that Indian mutual fund distributors rely on every day — no middleware, no manual reconciliation.
30-day guided trial · 50 clients · 1 seat · full Growth-equivalent features
Data sources
AMFI NAV feed
LiveDaily ingestion of the AMFI NAV file at 19:30 IST. 3,247+ schemes reconciled against the canonical scheme master every trading day.
CAS statements
LiveImport client portfolios from Consolidated Account Statements (CAMS + Karvy/KFintech). Parsed, reconciled, and mapped to canonical fund identities.
Investwell export
LiveOne-click import from Investwell JSON exports. Holdings, transactions, and SIP registrations mapped automatically.
CSV / Excel upload
LiveBring holdings in any tabular format. Column mapping and fund identity resolution handled on import.
Execution & RTA
BSE Star MF
Live — CSV exportRTA-ready CSV in BSE Star MF shape. Download, upload to your BSE Star MF portal, and log execution back into the audit ledger.
NSE NMF II
Live — CSV exportOrder file formatted for NSE Mutual Fund platform. Same one-click export workflow as BSE Star MF.
MFU (MF Utilities)
Live — CSV exportExport in MFU-accepted format for distributors routing orders through Mutual Fund Utilities.
Direct API execution
Q3 2026Automated order placement via BSE Star MF and NSE NMF II APIs — removing the manual CSV upload step entirely.
Accounting & billing
GST invoicing
LiveAutomatic GST-compliant invoice generation for SaaS subscription and per-client overage charges.
Trail commission tracking
LiveRecord and reconcile trail commission receivables per AMC per client.
Razorpay payments
LiveSaaS subscription billing processed securely via Razorpay. No end-investor money is handled.
Get started
Your existing workflow, now auditable.
Import your client book, run the compliance scan, and export RTA-ready orders — all in the guided trial.