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'...

From your mobile phone to your WhatsApp chats to your office systems, wherever there’s data, there has to be security. And as a Mutual...

Being an MFD means juggling many roles, right? Some days you're helping clients plan their goals, other days you're decoding AMFI...

Making investments on behalf of investors is something MFDs do day in and day out. It’s part of your daily job, right? From selecting the...

Technology is getting increasingly popular among Mutual Fund Distributors (MFDs) in India. From online transactions to tracking client...

Using technology is one thing. Offering a smooth and reliable user experience is another. And when you go a step ahead and provide a...

Is your client portfolio still a black box? Let’s be honest. As an MFD, you’ve probably had this moment: A client asks, “How is my...

Still switching tabs to compare mutual funds manually? Let’s get real, we have all done this at some point. Juggling multiple tabs,...

Year-End Reports Shouldn’t Feel Like Tax Season Stress! As mutual fund distributors, we all know the year-end can feel like a flood of...

The more the AUM, the more the calculations. Sounds familiar, right? As a Mutual Fund Distributor (MFD), your day is packed with...

Mutual Fund Distributors are really embracing technology these days to make their business operations smoother. Thanks to mutual fund...

Most investors are interested in fixed deposits (FDs), especially during volatile market conditions. The stability and assured returns of...

Investors today don’t just rely on mutual fund distributors to manage their investments. Many of them also invest through other platforms...

Mutual Fund Distributors (MFDs) in India often envision managing substantial Assets Under Management (AUM). However, the reality involves...