Mutual Fund Holder Database

(5 customer reviews)

3,499.00

Data Type: Mobile No. + Email

Additional information

Data Format

Excel

Data Field

Investor Name, Mobile No., Email, City, Pincode, Broker Name, Address

Data Geography

PAN India

Total Data Count

221895

Mobile No. Count

193238

Email Count

142101

Sample

Description

SIP investors. Lump-sum buyers. Long-term wealth builders. India’s mutual fund market crossed ₹50 lakh crore in AUM, and behind every rupee invested is a person who already trusts the concept of wealth creation.

That’s not a cold audience. That’s the warmest financial prospect you’ll ever pitch to.

The Mutual Fund Holder Database gives you direct access to 2.2L+ verified mutual fund investors across India – people who are already investing, already financially aware, and already open to products and services that help their money grow faster.

What makes this database genuinely exceptional is the Broker Name field – something no generic investor list carries. You can see which broker or distributor each investor is currently associated with – giving wealth managers, financial advisors, and competing platforms an extraordinary advantage in crafting personalised switch or upgrade pitches before making contact.

Every Excel entry carries Investor Name, Mobile Number, Email, City, Pincode, Broker Name, and Address – seven fields of financial intelligence that turn a cold contact into a warm, informed conversation from the very first message.

Who closes the most high-value clients with this database:

Mutual fund distributors & AMCs acquiring new SIP investors. Wealth management & PMS firms targeting experienced investors. Stock broking platforms converting MF investors to equity. Financial advisors building their advisory AUM city by city. Insurance companies cross-selling ULIPs & term plans to investors. Fintech & investment apps onboarding financially active users.

Why this is the sharpest financial outreach tool available:

  • Broker Name field – understand their current investment relationship first
  • 1.93L+ mobile numbers – direct WhatsApp, call or SMS campaigns instantly
  • 1.42L+ verified emails – targeted inbox campaigns with low bounce rates
  • Pincode & city data – go hyperlocal or run full PAN India campaigns
  • Investor Name on every record – every pitch lands personally
  • Instant Excel download – your wealth team starts outreach same day

Buy the Mutual Fund Holder Database today – 2.2 lakh+ verified investors, broker-tagged, instant download.

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5 reviews for Mutual Fund Holder Database

  1. Shruiti Aggarwal

    Hamara ek new advisory package tha jo sirf mutual fund investors ke liye design kiya gaya tha. Is data se outreach easy ho gaya aur kuch logon ne interest bhi show kiya. Email open rate was also fine and city wise filtering made things much simple.

  2. Nanda Singh

    Thoda expensive laga pehle but jab use kiya toh realise hua data kaafi sorted hai. Contact info mostly correct tha aur mujhe Bangalore region ke liye kaafi useful leads mile. Much of the call even converted into a client. Totally worth it.

  3. Neelam Joshi

    I run a financial advisory service and needed to get more clients. This database helped me a lot. The contact were detailed and accurate. With the city filter, I found the mutual funds holders I wanted to target. Buying from the website was easy too.

  4. Lavanya Khatri

    Mujhe mutual fund investors tak directly pahuchne ke liye ek solid source chahiye tha aur ye database ne kaafi kaam asaan kar diya. Sab kuch properly listed tha name, number, email aur even broker info bhi. Ab marketing aur follow ups dono badiya ho gaye hain. Genuine leads mil rahe hain so totally worth it.

  5. Utkarsh Rajput

    Database kaafi clean tha aur acche se organised bhi. First time kisi online source se itna high quality database mila otherwise doosre sellers kaafi purana data de dete hain jo ki useful nhi rehta. Very up-to-date and in such large quantity. Very impressive.

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