Dear Masterstroke Members

Welcome to a new world of Client Engagement

You can now offer a client corner to your clients. It will help you engage better with your clients, create their wealth journey, do risk profiling, generate new leads, collect KYC related data, and a lot more. All via by Masterstroke.

Walkthrough Video

of Client Corner

White labelled Website

Introduction of your brand new white labelled URL based website with customized tools & items in your fist

COMING SOON

Calculators

Provide access of Calculators to your investors with white labeled report downloading from your website

COMING SOON

Wealth Journey

Experience & Share Masterstroke’s Brand New Tool to attract your investors for self assessment for their Wealth

Data Collection / Utility

Create OTP, Non OTP & Anonymous forms with custom fields & Capture Responses from your Investors in single sheet

COMING SOON

Risk Profiling

Share Risk Profile Questionnaire & get organised feedbacks along with grade to promote Investor Engagements

COMING SOON

Quizzes

Create Custom Questions wise Marks, Get Analytics & Capture Marks from your Investors

  • Choose your domain name / URL
  • Wait for MSO Admin approval
  • Get Readymade White Labelled Website / integrate with your existing website
  • Share features with your clients

Popular 16 Calculators

No wait for multiple combinations of report preparations. We are now offering multiple calculators for the investors for their own research through your white labelled website.

Future Value of SIP
Future value of Lumpsum
Retirement Need Based Calculator
Child Education Need Based Calculator
Recover Your EMI’s through SIPs
Portfolio Projection
Goal Calculator
Monthly SWP for Lumpsum
SIP required for target FV
Monthly SWP for SIP
I want to know my Future Wealth
I want to know RETIREMENT CORPUS required
SIP Today...SWP Tomorrow
I want to RECOVER my Home Loan
EMI’s (Principal / Interest)
Dalmia Goal Calculator

Wealth Journey Tool

Unlock your financial future with our innovative Mutual Fund Distributor Calculator! 🚀 Register and input your current investments and wealth to get personalized wealth projections.

Wealth Calculator

Set ambitious future goals, link them seamlessly to your investments, and generate detailed cashflow graphs with projected KPIs. Visualize your path to success and download a comprehensive PDF report in just a few clicks. Empower your clients today—try it now and watch their wealth grow!

MSO Forms

Access Readymade Masterstroke provided forms & You can start getting response from your clients. You can copy this template & customize as per your requirement & share as OTP, Non OTP & Anonymous mode

Customized Forms

Create form at the scratch level & start getting response from your clients. You can copy this template & customize as per your requirement & share as OTP, Non OTP & Anonymous mode

details-5

Coming Soon

& Many More

Get a White labelled Solution from Masterstroke or
Integrate with your existing website

Choose your domain name / URL

Wait for MSO Admin approval

Get Readymade White Labelled Website / integrate with your existing website

Share features with your clients

Improve Daily Workflow With MEdge

CONNECT MEDGE & GET YOUR LIFE EASIER

Grow your Business by integrating MSO Online with MEdge CRM, a dedicated software for mutual fund distributors & Generate, Track Leads & Customers from your form response by single click.

Walkthrough Video

Process to Integrate CRM & Lead Generation
coming soon

Capture Response from Forms

Choose & Convert Response to Leads

Choose Bulk Change of Lead details

Save Records & Maintain Folders Automatically for Every Leads

Get Your Demo Now

Benefits of using Client Corner

An ultimate gateway to housing your clients with your digital tools & footprints in Financial Market

Configure White labeled SaaS

Masterstroke Online offers every Diamond Plan Members to configure their own website as White labeled & showcase their features as per wish

Extend Tools with Brandings

Sharing access to website tools will be easy to accommodate for every MFDs client level with full access control with their own Logos & Color Brandings

Track Customized Form Database

Data will be securely stored, managed with our own platform without any third party integration.

Customized Quiz Repository

Increase your client enhancements by creating quiz & taking responses in a single database with customized marks system.

Financial Planner LITE

Share a big hand to your clients for planning their goal achievement from deviated investments in a single tool easily

Configure Calculators in website

Now calculators will be for your clients too with your white labeled brandings & logo to increase client engagements in your website.

Risk Questionnaire

Stop hustling to risk grade your clients. Share readymade risk questionnaire form to gather client responses easily.

Bonus Perks with MEdge CRM

CRM Integrated MSO Diamond users will have the power to capture responses from forms & manage those records directly in CRM in a single click.

Be Ready to Experience New World

Client Corner

Configure