Command Center

Stop managing loans
from spreadsheets.

MayanisOS is the operating system for Mayanis Finance. One dashboard to track every loan application, every mutual fund client, every rupee across three cities.

3
Cities managed from one view
5
Product lines under one roof
24/7
AI working while you sleep

The problem with scaling a financial advisory

⚠
Client data in WhatsApp Loan application details buried in chat threads nobody can search
⚠
No pipeline visibility Which applications are pending at which bank? Nobody knows without calling
⚠
Cross-sell blind spots Home loan clients who should be investing in SIPs fall through the cracks
⚠
Multi-city coordination Nagpur, Mumbai, Pune each running on different systems and habits

What MayanisOS does

Built specifically for how financial distributors actually work.

01

Client & Lead Pipeline

Every inquiry, application, and client in one place. Track loan status across banks, flag stalled applications, and never lose a lead to a forgotten follow-up.

Core Dashboard
02

MF Portfolio Tracker

Centralized view of all mutual fund clients and their SIPs. Automated alerts when portfolios need attention or when a client's SIP is due for review.

Wealth Management
03

Cross-Sell Intelligence

AI identifies which loan clients are prime candidates for mutual fund investments, and which MF clients might need a home loan or LAP. Revenue you are currently leaving on the table.

AI-Powered
04

Multi-City Operations

See Nagpur, Mumbai, and Pune performance side by side. Which city is converting best? Where are applications bottlenecked? Manage all three from one screen.

Operations

Your clients trust you with their biggest financial decisions. Your tools should be worthy of that trust.

MayanisOS replaces the patchwork of spreadsheets, WhatsApp groups, and memory with a single system of record for Mayanis Finance.