Skip to content

Open-MFD CRM

Open-MFD is a free, open-source CRM and Transaction Management tool designed specifically for Mutual Fund Distributors (MFDs) in India. It simplifies client onboarding, portfolio tracking, and customer interaction logging.

👑 Governance

This project follows the BDFL (Benevolent Dictator For Life) model.

Current BDFL: @rmaries

As the BDFL, @rmaries has final say over the project's direction, feature prioritization, and core architectural decisions. The goal of this model is to ensure a singular, cohesive vision for the software while welcoming contributions from the community.

🚀 Key Features

  • Portable Distribution: No installation required. Runs instantly from a single folder.
  • Client Management: Sensitive data (PAN, Phone, Email, CAN) is managed in a centralized database.
  • Flexible Onboarding: Add clients with just Name and Phone. PAN is optional.
  • Document Management: Store and view client photos, PAN copies, and forms.
  • Multiple CAN Support: Associate multiple Common Account Numbers with a single client profile.
  • Portfolio Tracking: Real-time XIRR and gain calculations for clients.
  • Client Management: Edit profile details and KYC status with one click.
  • Interaction Log: Contextual notes for every meeting and call.
  • Task Engine: Track pending signatures, KYC updates, and annual reviews.

📖 Documentation

Detailed usage instructions can be found in the User Guide.

🛠️ Tech Stack

  • Frontend/UI: Streamlit
  • Database: SQLite
  • Finance Logic: Pandas & NumPy Financial

⚠️ Disclaimer

This project is vibe-coded. It has not been fully tested and is provided as-is for personal and experimental use only.

Use at your own risk. The maintainers and contributors are not responsible for any errors, data loss, security vulnerabilities, or financial losses caused by the use of this software.

Always verify critical financial data independently before making investment decisions.

Created and maintained by the MFD community for MFDs.