After a liquidity event
Assistance with deploying business-sale proceeds, bonuses or other significant cash inflows through mutual fund transactions you authorise.
AMFI-registered Mutual Fund Distributor · ARN-368324
Your family's funds are scattered. Your view of them shouldn't be.
Different family members, HUFs and companies, a dozen fund houses, statements nobody reconciles. Seed is a relationship-led mutual fund distributor that brings every folio into one view, keeps the paperwork current, and gets your CA what they need at tax time.
- Every PAN and entity, one view
- Capital gains statements for your CA
- Nominations and paperwork kept current
CA-ledmutual fund
distributor
distributor
9:41•••
Family view
Sharma family
SF
All members & entities
₹78.02 Cr
41 folios · 14 fund houses6 PANs
+₹17.43 CrXIRR 12.4%
Capital gains statement sent to your CAFY 2025-26 · all 6 PANs
Nomination addedHUF folio · Flexi Cap Fund
Members & entities See all 6
Ananya
Self · 9 folios
₹24.31 Cr
Rohan
Spouse · 8 folios
₹20.68 Cr
Family
Portfolio
Goals
Reports
One view, every PANIndividuals, HUFs, LLPs and trusts
The problem we solve
From scattered folios to one clear picture.
Today, the Sharma family has
41folios
6holders: 3 adults, a minor, an HUF and an LLP
14fund houses, each with its own statement
0places where it all adds up
Illustrative sample family. Funds held through other distributors come in through your Consolidated Account Statement. Explore the family view ↓
What we do
When investments become complex, details matter.
A family's mutual fund investments rarely sit in one account. They span people, entities, financial goals and important life events. Seed helps bring those moving parts together.
Across family entities
Consolidated visibility and reporting for individual investors, HUFs, companies, LLPs and trusts, where supported.
Before a redemption
Clear transaction and capital gains information to help you coordinate with your CA before making a decision.
Across generations
Support with nominations, minor-account transitions and transmission documentation.
One relationship. A clearer picture of the whole family.
Illustrative examples. Every transaction is made only on your instruction. We work alongside your CA on tax matters and don't provide tax advice.
The family view
Every member and entity, side by side.
This is what your family sees in the Seed app. Tap a name to switch between the whole family and each person or entity.
Your whole family, one screen.
Parents, spouse, children, even grandparents. Across every fund house and PAN, including funds you bought elsewhere. See it all together, or one person at a time.
- Consolidated viewTotal value, gains and XIRR for the whole family.
- Individual viewEach member's holdings, fund by fund.
- Asset allocationFor the family, and for every member.
- Nothing slips throughMinor accounts, CAS imports and nominee status.
Current value
₹78.02 Cr
Invested
₹60.59 Cr
Gain
+₹17.43 Cr
XIRR
12.4%
Family members
| Member | Invested | Value | XIRR |
|---|---|---|---|
| Ananya Self | ₹18.20 Cr | ₹24.31 Cr | 13.8% |
| Rohan Spouse | ₹15.90 Cr | ₹20.68 Cr | 12.6% |
| Rohan Sharma HUF HUF · Karta Rohan | ₹8.75 Cr | ₹11.42 Cr | 11.9% |
| Sharma Holdings LLP LLP · surplus treasury | ₹12.10 Cr | ₹14.65 Cr | 7.9% |
| Kamla Mother | ₹4.40 Cr | ₹5.22 Cr | 9.4% |
| Ishaan Minor · guardian Rohan | ₹1.24 Cr | ₹1.74 Cr | 15.1% |
Asset allocation
₹78.02 CrFamily
Equity 54%Debt 25%Hybrid 17%Gold 4%
Members & entities6
Folios41
Fund houses14
NominationsComplete
Tap a family member to switch views. Sample data.
Screens are illustrative, with sample data. They don't represent any real investor, scheme or return.
How we work with you
Your time is precious. We work around it.
We come to you
Meetings at your home or office, at a time that suits you. Or a video call, whenever that's easier.
Quarterly statement packs
Every quarter: holdings, performance, allocation and gains, for every member and entity.
A written note after every meeting
What we discussed, what we agreed and what happens next. Nothing is left to memory.
One direct number
Every client gets the founder's personal number, not a helpline. For everything else, our back-office team is on +91 93132 06833.
The thinking behind Seed
A CFO's discipline. Brought to mutual fund distribution.
Before any transaction, we understand your family's holdings, liquidity needs and risk profile. Then we share clear scheme information, and every decision stays yours.
13years in corporate finance. Now focused on your mutual funds.
- Chartered Accountant
- CFO experience
- Investment Banker
Built on experience across corporate finance, investment banking and financial decision-making. Seed brings that analytical mindset to mutual fund distribution.
01 · Discipline
Know the investor first.
Your holdings, liquidity needs and risk profile understood before any transaction.
02 · Data
Every folio, measured.
Returns, holdings and allocation, with a clearer family-wide view.
03 · Technology
Clarity, on demand.
Portfolio information and reports without the spreadsheet chaos.
04 · Relationships
Personal, not transactional.
A relationship-led experience, supported by modern technology.
The fine print
Clear, compliant and always up front.
Your trust matters. Here's the key information about our business, so you know exactly who we are, how we're regulated and how we are compensated.
Registered entityVT FUNDCRAFT LLPThe firm behind the Seed brand
RegistrationAMFI-registered Mutual Fund DistributorARN-368324
Valid20 Aug 2026 to 19 Aug 2029ARN validity period
How we're paidCommission from fund housesRead the disclosure
We are a mutual fund distributor, not a SEBI-registered investment adviser or portfolio manager, and we don't manage money on a discretionary basis: every transaction needs your instruction. Mutual fund investments are subject to market risks, read all scheme related documents carefully.
FAQ
Questions before you start?
Call or WhatsApp us on +91 93132 06833, or write to reports@seedmf.com.
Is there a minimum investment?
No. Our clients range from young families starting SIPs to multi-entity portfolios worth many crores. Everyone gets the same reporting, meetings and direct line to us.
Is my money safe with you?
Your money never comes to us. Payments go from your bank to the fund house through the exchange platform, and units are held in your name with the AMC. You can check every holding in the CAS sent by CAMS and KFintech.
Can you handle HUFs, LLPs, companies and trusts?
Yes. We set up and service folios for individuals, minors, HUFs, companies, LLPs and trusts, and report on them together or separately.
Can I see funds I already hold elsewhere?
Yes. Share your Consolidated Account Statement and we'll bring every existing folio into your family view, so your whole portfolio shows in one place.
Can a minor invest in mutual funds?
Yes. The investment is held in the child's name, with a parent or court-appointed guardian operating it until the child turns 18. When they turn 18, we help update the folio to their own name with fresh KYC and bank details, so nothing is held up.
Contact
Let's begin with a conversation.
Tell us a little about yourself and we'll get back to you within one working day to arrange a meeting. No obligation to invest.
Call or WhatsApp: +91 93132 06833
Email: reports@seedmf.com