Systematic Investment Plans (SIPs) have become a popular way for retail investors to invest in mutual funds. Step-up SIPs allow investors to contribute ...
wealthelite
Mutual Fund Distributors (MFDs) aim to improve their profitability every single day. The financial world is fast-paced, and clients demand more efficient, ...
Yes, you can! Mutual fund software for distributors in India includes a handy feature – the SWP calculator. Let’s break down how this tool works and how it can ...
When it comes to managing mutual funds, having access to detailed information like dividend history and Net Asset Value (NAV) is crucial. The best mutual fund ...
It is important for MFDs to manage the investments of their clients efficiently. One essential tool that makes this easier is the portfolio overlap tool, ...
Declining Assets Under Management (AUM) is a major pain point for Mutual Fund Distributors (MFDs) today. AUM and revenue are the main reasons why MFDs run such ...
redvisiontechnologies
Investors are often unsure about which mutual fund to invest in. With so many options available in the market, making the right choice for every need can be ...
There are so many mutual funds available for investment that choosing the right one can sometimes feel overwhelming. With numerous options and varying ...
Investors need to visualize how their investments will perform before they commit. Without a clear picture of potential outcomes, many investors hesitate to ...
Sharing investment reports with clients is not an easy task, especially for Mutual Fund Distributors (MFDs) who need to do it consistently, day and night. It's ...
