For Fund Managers
Look institutional. Stay compliant. Scale.
Give clients a branded workspace where they can see their portfolio and your research desk — and replace your manual Excel compliance logs with an audit-ready trail.
Model baskets (your IP)
Build curated baskets on top of the shared base analytics. Only your clients see them — the curation is your alpha.
Recommendation workflow
Send a personalized recommendation to many clients at once. Content is authored by your registered analyst; MintX is the delivery rail.
Compliance log
Every recommendation and client acknowledgment is captured automatically, retained 90 days in-app and archived thereafter — audit-ready.
Performance reports
Generate factual, branded client reports — positions, returns and NAV — with your logo.
MintX is a technology and analytics platform, not a SEBI-registered investment adviser or research analyst. System-authored recommendations are gated behind registration; non-registered partners operate in tools-only mode (data, charts and analytics). Nothing here is investment advice.