Managing multiple asset classes is an important responsibility for mutual fund distributors (MFDs). That’s why many use mutual fund...

Viewing investor investments is mandatory for every MFD (Mutual Fund Distributor). Otherwise, how will you grow your business? If you...

You already track how much your clients have invested, their NAV, performance, etc. But have you ever asked: Do they invest via SIP or...

Every investor today wants convenience. And honestly, it’s not just investors – even you, the Mutual Fund Distributors (MFDs), want...

Compliance is not just a box to tick — it is the backbone of your business as a Mutual Fund Distributor (MFD). The ones who use mutual...

Mutual Fund Distributors (MFDs) in India are increasingly relying on technology to streamline their operations and serve their investors...

Being a mutual fund distributor is all about numbers—calculating investments, returns, SIPs, STPs, and SWPs day in and day out. It’s a...

The more investors you handle, the more effort it takes to keep them satisfied. Every investor wants quick service, personalized updates,...

Imagine this: Your day as a Mutual Fund Distributor (MFD) starts early and ends late. Every day, you’re placing multiple transactions for...

When you handle tons of investor data — PANs, bank details, transactions — security isn’t just important, it’s must-have. Lucky for you,...

The more the AUM, the more the reason to keep growing your business. Hey MFDs! You know the drill: the bigger your Assets Under...

MFDs, you’re busy and you know it, that's why you're using a mutual fund software for distributors , because running a mutual fund...

Let’s face it, MFD life without mutual fund software = constant chaos. Too many client calls, endless paperwork, delayed transactions,...

The tax filing quarter of the financial year brings a wave of requests from investors. As a user of mutual fund software for distributors...

We know what’s on your mind as an MFD using mutual fund software : “How’s my business doing this week?” For every distributor, tracking...

While mutual funds are the primary source of income for most MFDs using mutual fund software for distributors , let’s be honest—there’s a...

SIPs are the backbone of your earnings as an MFD, simple, affordable, and reliable. Even for the MFDs using the top mutual fund software...

Whether or not you're using a mutual fund software right now, one thing is for sure – you want to grow your AUM. After all, that's the...

Tired of Placing Orders One by One? Isn’t it frustrating placing multiple switch or redeem orders for the same scheme, for multiple...

MFDs, When You Go Digital, Your Investors Win Too. Technology isn’t just for simplifying your business. It’s for making your investors'...