How to make an app for a mutual fund distributor

A distributor with a few hundred families needs to know whose KYC is incomplete, whose nomination is pending, whose SIP ends next month and who is due for a yearly review. An app for your own work keeps these lists, so you call clients for the paperwork they need, not from memory.

Updated 2026-11-09

Who uses the app

The distributor alone or with an assistant, not clients. If an assistant also uses it, connect your own Supabase database with sign-in. PAN, bank and family details are private; keep the app to your team.

The screens a mutual fund distributor app needs

Today: Reviews due, SIPs ending soon, pending KYC or nominations, and follow-up calls for today
Families: Households with members, phone, PAN, KYC status and nomination status for each member
SIPs: Each SIP with member, scheme name as you note it, amount, date of the month, start and end date
Reviews: Yearly review dates per family, with notes from the last review and any changes the family asked for
Requests: Paperwork in progress: new SIP, switch, redemption, change of bank, with stage and date
Settings: Your name, ARN, message templates and data backup

Features worth asking for

A WhatsApp button with a ready message about pending KYC, nomination or a review meeting
SIPs ending in the next 60 days, so you can talk to the family before they stop
Family view of all members and their paperwork status
A phone reminder before each review meeting, in the installed app
Request tracking from submitted to completed, with dates
Birthday and anniversary list with a greeting button

Where the data lives

If only you use it, the data stays on your phone; back it up from settings regularly. With an assistant, connect your own Supabase database from the chat with sign-in so clients' PAN and family details stay within your office.

How to make it with AppCub, step by step

Decide what the app does. List the screens you need, for example: Today, Families, SIPs, Reviews, Requests.
Describe it to AppCub. Paste the request below, changed to your own business and details.
Check the plan. AppCub shows the screens and features it will build. Change them in the chat until they are right; seeing the plan is free.
Try it on your phone. The app runs live next to the chat. Scan the QR code to install it, and ask for changes.
Share it. Share it as a web link, an APK file, or publish it on Google Play from your own developer account.

Copy this request, change the details to match your mutual fund distributor, and paste it into AppCub:

Make an app for my mutual fund distribution work, Thomas Investment Services in Kochi. Screens: today, families, SIPs, reviews, requests and settings. Families have members with name, phone, PAN, KYC status and nomination status. SIPs have member, scheme name, amount, SIP date, start and end date; show SIPs ending in the next 60 days. Yearly review dates with notes. Requests for new SIP, switch, redemption or bank change with stage and date. WhatsApp buttons for KYC, nomination and review reminders. No return figures in messages. Deep blue and white colours.

Tips for a mutual fund distributor app

Start with families and KYC status; most paperwork follow-ups come from that list.
Note scheme names as you see them in statements, but keep values and returns in the platforms you already use.
Write your WhatsApp messages without any return figures or promises.
Mark the date and outcome of every review so next year's meeting starts from there.
Back up the data after you add new families.

What it costs

Describing your app and seeing AppCub’s plan for it is free.
A new app usually takes 60 to 110 credits. Start with the 2-day trial for ₹99 (150 credits, enough for one app and a few changes) or the one-time App Pack for ₹499. Starter is ₹1,599 a month for 700 credits.
Google Play needs a paid plan (it includes the Play Store bundle and your app’s signing key) and your own Google Play developer account, a one-time US$25 fee to Google.
Work that fails or is rolled back costs no credits.

See all plans

Good to know

AppCub doesn't connect to fund houses, registrars or transaction platforms, so the app can't show live portfolio values, place transactions or fetch KYC status. You note what you see on those platforms.
AppCub builds Android apps. You can also share the app as a web link that opens on any phone; for the iPhone App Store, AppCub’s team can do it for you.

Questions

Can the app show my clients' portfolio values?

No. AppCub doesn't connect to fund houses, registrars or transaction platforms. Use those for values; use the app for families, SIP dates and paperwork.

Can the app list SIPs that are about to end?

Yes. Each SIP has an end date, and a screen lists those ending in the next 60 days so you can talk to the family.

Can I track pending nominations for every family member?

Yes. Ask for nomination status on each member and a list of members where it is pending.

Can clients log in to see their SIPs?

Only with an online database and client sign-in. Most distributors keep the app for their own office and share updates on WhatsApp.

Can the app remind me about review meetings?

Yes. The installed app can show a reminder on your phone before each review date; it may come a few minutes late.

Where are clients' PAN numbers kept?

On your phone by default. If you connect a database, they are in your own Supabase project with sign-in for your office only.

Make your mutual fund distributor app

Seeing the plan is free. Building starts with a 2-day trial for ₹99.

Start building