SIPs are the heart of any MFD business. They bring consistency, discipline, and long-term growth to your client's portfolio—and recurring...

Productivity and efficiency are the backbone of any successful business—especially in fast-paced industries like fintech and mutual fund...

Millennials and Gen Z are changing the way India invests. Unlike earlier generations, they prefer mutual funds and stocks over...

Compliance is key for both Mutual Fund Distributors (MFDs) and their investors today. With increasing regulations and investor protection...

New Fund Offerings (NFOs) are a great way for investors to explore newly launched mutual fund schemes. They often come with innovative...

Investors today want convenience—a single platform to access multiple investments. This need for an all-in-one solution is why most...

Sharing commission invoices with AMCs is a routine task for Mutual Fund Distributors (MFDs). However, this seemingly simple task often...

Mutual Fund Distributors (MFDs) play a pivotal role in connecting investors with suitable mutual fund schemes. A significant part of...

Mutual Fund Distributors (MFDs) know that the right software can make their business run smoothly, helping them manage clients,...

Investors often need to modify their bank details for various reasons. Whether it is due to changing banks, upgrading to a better account...

Investors today prefer Mutual Fund Distributors (MFDs) who are all-rounders, offering a wide range of financial services under one roof....

Equity investments have gained massive popularity in recent years due to their potential for high returns. More investors are now turning...

AI is Transforming the World, and FinTech is Advancing Too. Everyone relies on ChatGPT to get answers to the basic questions. This rapid...

Mutual fund distributors (MFDs) primarily offer mutual funds to investors. However, investors today are not limited to just mutual funds....

In the dynamic world of mutual fund investments, investors' banking preferences can change over time. Many Mutual Fund Distributors...

Investing in mutual funds requires a clear understanding of an investor's risk profile. Aligning investments with an individual's risk...

As a Mutual Fund Distributor, your primary goal is to earn brokerage for the services you provide. However, it's not uncommon for AMCs to...

KYC (Know Your Customer) is crucial for investors, yet many fail to complete the process. For Mutual Fund Distributors (MFDs), knowing...

As a Mutual Fund Distributor (MFD), you juggle numerous responsibilities daily, including managing client portfolios, providing...

Personal relationships are the backbone of any business, and maintaining great equations with investors is essential for Mutual Fund...