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AMFI Registered Distributor & Authorized Sourcing Partner

Mutual Fund Distribution & Secure Loan Sourcing

One professional desk for all your borrowing and investing requirements. We help you secure the best loan deals directly from India’s top public/private banks and NBFCs, while optimizing your mutual fund distribution portfolios.

🛡️ Partnered with 15+ Top Banks | AMFI Registered Mutual Fund Distributor
  • 15+ Sourcing Partners
  • Unbiased Solutions
  • End-to-End Processing
₹3,000 Cr+ Sanctioned & Facilitated
150+ Portfolios Monitored
20+ Yrs Banking & Finance Vintage
Distribution & Loans Desk

Quick Sourcing Enquiry

Get immediate rates benchmark and eligibility checks across 15+ lenders.

Offerings

Solutions for every financial milestone

View our complete services catalogue for detailed breakdowns across investments and loans.

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Mutual Fund Distribution

Goal-based portfolios, SIP automation, and periodic reviews.

  • Risk-calibrated allocation
  • Tax-efficient strategies
Explore investments →
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Retail & Mortgage Loans

We source the best deals from top public/private bank partners with complete support.

  • Lowest rate comparison
  • Bank sanction support
Enquire for Loan →
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MSME & Corporate Funding

We structure capital proposals and pitch to prime banks/NBFCs to get you the lowest cost deals.

  • Structured bank proposals
  • Best financing options
Enquire for Loan →

Sourcing Partners

Allied Banks & Financial Institutions

We coordinate with India's prime lending banks and wealth institutions to offer you competitive interest rates.

SBI
HDFC Bank
ICICI Bank
Axis Bank
Kotak Bank
Bank of Baroda
PNB
IDFC First
IndusInd Bank
Federal Bank
Yes Bank
Bajaj Finserv
Tata Capital
LT
HDB Financial
SBI
HDFC Bank
ICICI Bank
Axis Bank
Kotak Bank
Bank of Baroda
PNB
IDFC First
IndusInd Bank
Federal Bank
Yes Bank
Bajaj Finserv
Tata Capital
LT
HDB Financial

Proof of trust

Disciplined execution backed by data

Data-driven insights, lender partnerships, and a transparent review cadence keep your finances on track.

98% Repeat & referral clients
7 days Average sanction turnaround for loans
150+ Portfolios under quarterly review
₹50L+ Average ticket size handled
“Trusted by business owners, professionals, and families.”

“Profin helped us secure funding quickly while keeping the process transparent.” — SME Owner

5/5 Client Rating 20+ Years Experience 15+ Banking Partners

What clients say

Proof through real experiences

Services built on trust, transparency, and measurable outcomes.

“Profin structured our mortgage and investments so cash flows stayed balanced. Clear explanations at every step.”

— Retail Investor

“Working capital was arranged quickly with competitive rates. Documentation checklist saved us days.”

— SME Owner

“Quarterly reviews help me stay disciplined with my SIP portfolios. Feels like a true partner.”

— Professional Client

How we work

An consulting process built for clarity

Transparent checkpoints keep you informed from discovery to deployment.

01

Discovery

Understand goals, cash flows, risk appetite, and timelines.

02

Strategy

Curate investment or credit options, document requirements, and timelines.

03

Execution

Coordinate with AMCs, lenders, and insurers to close quickly.

04

Review

Quarterly check-ins with performance dashboards and rebalancing inputs.

Tools

Plan with calculators before you commit

Open Resources Hub

SIP & Lump Sum

Project future value and see the difference between invested vs growth.

Loan EMI & Eligibility

Estimate monthly payouts, interest cost, and principal eligibility.

Portfolio Health

Request a review across mutual funds and outstanding loans.

Talk to Amit Joshi

Founder with 20+ years of experience across banking, finance, and loans.

Call +91 98982 26116

Visit our office

Office No. 426, 4th Floor, Narayan Empire, A.V. Road, Anand – 388001

Get Directions

FAQs

Frequently Asked Questions

Have questions about how we coordinate with bank partners or manage portfolios? Find answers here.

We act as a single point of coordination. We review your profile, compile the necessary documentation once, and present the proposal to multiple bank and NBFC partners to benchmark their absolute rates, processing times, and eligibility parameters. This ensures you secure the best credit structure without multiple applications.
For retail mortgage solutions (Home Loans, Loan Against Property, Personal Loans), our advisory and sourcing process is completely free for clients, as banking partners compensate us directly for loan processing support. For large-ticket corporate syndications or structured business proposals, we discuss transparent, mandate-based consulting fees before beginning.
We offer goal-based investment planning. Rather than recommending products in isolation, we assess your financial horizons and risk parameters, construct matching portfolios using trusted AMCs, and automate periodic SIP deposits. We also run quarterly review cycles to rebalance allocations when market parameters shift.
Yes. We specialize in loan balance transfers. If you have a clean repayment history for the last 12–18 months, we can coordinate with other top-tier lenders to benchmark cheaper rates, transfer the outstanding balance, and potentially negotiate a top-up loan matching your current capital requirements.