Loan Against Mutual Funds
Your clients borrow against their portfolio instead of redeeming it. The whole journey is built into every site, powered by Yenmo.
Talk about your practice the way you would with a client. You get a professional site with calculators, risk profiling, loans against mutual funds and compliant disclosures, all written in your own words.
Live in minutesWritten in your voiceYours to change anytime
Why this exists
Most distributors we meet either have no website, or one built years ago that nobody can update. Both cost the same thing: clients who looked you up and found nothing to trust.
The usual way
With Yenmo Sites
How it works
What is your practice called?
What do you offer?
Your name, your ARN, the services you offer and how you want it to feel. A few quick questions and you are done.
It designs your pages, wires up the calculators and the loan journey, then deploys to secure hosting. You watch the whole thing happen.
“Make the hero darker.” “Add a testimonials section.” Ask in plain language and your site rebuilds itself.
What you get
Your clients borrow against their portfolio instead of redeeming it. The whole journey is built into every site, powered by Yenmo.
Interactive tools your investors actually use, and come back for.
A guided questionnaire that turns visitors into qualified conversations.
Every enquiry reaches you with context, not just a phone number.
ARN display, disclaimers and scheme-risk language, placed correctly by default.
The agent builds around how you describe your own work, so the site reads like you and not like software. Your clients still come for your advice. This only makes you easier to find.
Living site
Your website is never finished, and that is the point. Ask for a change the way you would ask an assistant, and it is live before you have closed the tab.
Add a section on my ELSS and tax planning work.
New section, written in your tone.
Put my WhatsApp number in the header.
Header updated across every page.
Make the hero darker and add my photo.
Palette adjusted, photo placed.
Write a note about why SIPs beat timing the market.
Published and linked from the homepage.
Compliance
You should not have to audit your own website. The parts AMFI cares about are built into the template, so they are correct before you ever see the site.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully.Shipped in the footer of every site.
Displayed in the footer of every page, exactly as AMFI expects it.
The market-risk disclaimer ships with the site. You never have to remember it.
Disclaimers sit with the content they belong to, not buried on a legal page.
Contact requests land in your dashboard with name, phone, email and message.
Your dashboard
Every enquiry and every visit is counted for you. No analytics account to set up, no tag to paste.
Contact requests
18
6 in the last 7 days
Site visits
1,204
310 in the last 7 days
Unique visitors
742
Portal sign-ins
63
21 investors registered
Contact requests
Rohit Menon
+91 98••• •••42
Looking to start a monthly SIP.
Anita Desai
+91 99••• •••17
Need help reviewing my portfolio.
A preview of the dashboard. Your own numbers start at zero on launch day.
Questions
No. You answer a few questions about your practice in plain language, and everything after that is a conversation. There is nothing to install and no code to touch.
Yes. Share the URL during setup and the agent can pull your logo and brand colours from it. If you would rather start fresh, say so and it designs new branding instead.
That is the point. Ask for a change in chat and the agent edits the site, rebuilds it and redeploys, usually within a few minutes. There is no limit on how often you do this.
Every site ships with your ARN in the footer, the mutual-fund market-risk disclaimer and scheme-risk language placed correctly. You do not have to ask for any of it.
Into your dashboard. You see every contact request with the visitor's name, phone, email and message, alongside your visit numbers.
Minutes, not weeks. You watch the agent work and the site appears in the studio the moment it is live.
Describe it once. Watch it go live. Change it whenever you like.
Build my website