01
Connect the book
Start with anonymized broker exports from CAMS, KFintech, or internal distributor systems.
Ranked list instead of passive chartsEvery recommendation has a reasonBroker outcomes improve the next cycle
Know which clients need attention before AUM walks out.
RetainEQ gives MFDs a weekly retention console: ranked clients, plain-language reasons, next moves, and a results loop after every intervention.
This week
Broker retention console
Call first
12
Trail at risk
INR 5.1L
Saved / partial
8
01Today
HOTClient 0452
SIP pause after underperformance
score 94
02Today
HOTClient 1180
Switch redemption signal
score 88
03Fri
WARMClient 2207
Rebalance review due
score 63
Client notes, broker overrides, and outcomes feed the next weekly list.
Workflow
A broker book becomes a weekly operating rhythm.
The product is designed around action, not passive reporting. Each week becomes a ranked list, a reason, a broker decision, and an outcome.
02
Rank the week
RetainEQ turns the book into a priority queue with urgency, trail exposure, and client context.
03
Explain the move
Every surfaced client includes why they appeared, what changed, and what the broker can say next.
04
Close the loop
Outcomes, notes, follow-ups, saved AUM, and lost AUM feed the next operating cycle.
AI layer
Intelligence that stays visible, explainable, and broker-led.
RetainEQ keeps AI close to the workflow: ranking the queue, explaining the signal, assisting the next move, and learning from the result.
Signal ranking
Prioritizes urgency, relationship risk, and expected trail impact.
Reason engine
Turns raw churn signals into broker-readable call context.
Follow-up loop
Keeps callbacks, notes, and outcomes attached to the client.
Advisor copilot
Drafts next moves while broker judgment stays in control.
Outcome learning
Learns from saved, partial, lost, and no-response records.
Why retention matters
Retention is the quiet operating problem in Indian distribution.
MFDs do not need another dashboard full of passive charts. They need a weekly list of client relationships to protect, grow, rebalance, or leave alone.
Market pressure monitor
live category wedgeSIP stoppage pressure
March 2026 industry context
76%
Units redeemed under 2 years
Early-exit behavior
73%
Active Indian MFDs
Large operator base
~80k
ML churn products in India
Open category wedge
0
Results
The result of every call becomes part of the retention loop.
RetainEQ is not trying to replace broker judgment. It gives brokers a better queue, captures what happened next, and turns those outcomes into operating data.
Outcome states
01
Contacted
Broker action recorded
42
02
Saved
AUM protected after intervention
18
03
Partially saved
Some risk recovered, follow-up needed
9
04
Lost
Loss captured for learning
6
05
No response
Next touchpoint scheduled
11
Founder
Built by Aditya Shukla
RetainEQ is built by Aditya Shukla, focused on helping Indian MFDs protect trail income with practical, broker-led retention workflows.
Positioning
Workflow and retention decision support
Contact
Want to see RetainEQ on your book?
Open the demo workspace, then reach out for a broker or investor conversation.