The more the AUM, the more the calculations. Sounds familiar, right? As a Mutual Fund Distributor (MFD), your day is packed with calculations—whether it’s SIP returns, SWP payouts, or goal planning for clients. But with more data, more clients, and... Read more
The bigger the AUM for MFDs, the bigger their responsibilities. As Mutual Fund Distributors (MFDs) grow their business, managing multiple investors, schemes, transactions, and portfolios becomes more complex. Once an MFD starts handling crores of Assets Under Management (AUM), it’s... Read more
Sharing commission invoices with AMCs is a routine task for Mutual Fund Distributors (MFDs). However, this seemingly simple task often consumes a lot of time and energy, especially for MFDs who are not well-versed in technology. Creating GST invoices manually... Read more
The financial year has just ended, and in the next 3-4 months, taxpayers will begin filing their income tax returns. If you’re wondering how mutual fund software can simplify this process, you’re in the right place. Let us help you explore how... Read more
Mutual fund distributors (MFDs) primarily offer mutual funds to investors. However, investors today are not limited to just mutual funds. They are actively exploring various asset classes such as equity, fixed deposits (FDs), the National Pension System (NPS), Initial Public... Read more
Why Goal-Based Planning is Essential for Investors In a world where everyone wants easy returns, MFDs need to encourage investors to stay invested for the long term. Long-term investments help investors overcome market fluctuations and achieve specific life goals, such... Read more
Being a mutual fund distributor is no easy feat. Tracking thousands of investments, monitoring client portfolios, and ensuring nothing is missed can feel overwhelming. What makes it even more challenging? Investments done under multiple ARNs can slip through unnoticed, leaving... Read more
Placing transactions is a critical task for Mutual Fund Distributors (MFDs). It directly impacts their business and the experience they deliver to their clients. However, manual transactions can be tedious, time-consuming, and error-prone. To overcome these challenges, MFDs in India... Read more
Placing transactions is at the heart of a Mutual Fund Distributor’s (MFD) business, and it mostly depends on the timely and accurate execution of purchase orders, SIPs, redemptions, and other investment-related activities. However, handling transactions manually can be time-consuming and... Read more
Most MFDs don’t know if the software they are using fits their business needs. As a mutual fund distributor, you rely on software to manage your clients, transactions, and reports efficiently. However, not all software is created equal, and using... Read more