Digital Sinthanai Technologies · RevenuePilot

Website templates for mutual fund distributors

Six premium, animated designs to show clients. Each one is mobile-first, has live calculators and scroll animation, carries the AMFI disclosures, and sends every enquiry and health check straight into the distributor's RevenuePilot account as a lead with a call task.

Classic premium

Editorial, fintech and Tamil-first

Heritage

Editorial ivory, navy and brass for family practices. Engraved emblem that draws itself, SIP growth chart and retirement-income (SWP) tool.

Senior MFDsFamily practicesEnglish
Open Heritage

Clarity

Fintech polish for salaried 25–40s. Goal planner with animated ring, “cost of waiting” bars and bento cards that assemble on scroll.

Young professionalsGoal-ledEnglish
Open Clarity

Namma

Tamil-first for TN towns with a smooth EN switch. Swaying marigold garland, kolam that draws on scroll, step-up SIP and SIP vs gold vs FD.

Tamil Nadu townsதமிழ் + EnglishWhatsApp
Open Namma

More premium designs

Dark luxury, app-style and Tamil heritage

Signature

Dark luxury private desk for HNIs and NRIs. Gold growth line, cursor spotlight, wealth-path planner, protection gauge and slot booking.

HNI / NRIPlanner + quizEnglish
Open Signature

Pulse

Product-site energy for first-time investors. 3D phone mockup, savings vs FD vs SIP chart, risk-quiz donut and an animated sample chat.

Under-35 investorsCharts + quizEnglish
Open Pulse

Kalai

Kanchipuram-silk luxury for Tamil families. Pulli kolam drawn loop by loop, three-generations planner, festival top-up calculator and home visits.

Family wealthதமிழ் + EnglishCalculator + quiz
Open Kalai

Every template includes

  • Distributor name with “AMFI-registered Mutual Fund Distributor” and ARN/EUIN on every page
  • Services, process, FAQ and office details
  • Live calculators with animated charts and count-up numbers, plus quizzes or booking
  • Entrance and scroll animations, shrinking sticky header, mobile Call · WhatsApp · Book bar; motion switches off for visitors who prefer reduced motion
  • Enquiry form with recorded consent
  • Free Financial Health Check button
  • Risk statement, commission disclosure, privacy and grievance links
  • Phone-friendly layout, fast loading, no stock photos

Names that pass AMFI's rules

AllowedXYZ Wealth · XYZ Capital · XYZ Investments · XYZ Finserve · XYZ Money · XYZ Mutual Fund Distributors
Not allowed for MFDsXYZ Advisor/Adviser · Wealth Management · Financial Planner · Consultants · IFA · XYZ Investment Solutions

From AMFI's guidance on MFD nomenclature. Templates avoid “advisor” and “financial planner” wording; check each client's registered name before launch.

How a site goes live

Day 1

Client picks a template and sends name, ARN, photo, address and services.

Day 2–3

We fill in the content, connect the enquiry form and Health Check to their RevenuePilot account.

Day 4

Client reviews on phone and desktop; we fix wording.

Day 5

Site goes live on their domain with HTTPS.