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...

Let’s face it— Most Mutual Fund Distributors (MFDs) still love Excel. It feels familiar, is easy to use, and is budget-friendly. You...

Independent Financial Advisors (IFAs) dedicate their lives to helping investors build wealth and secure their financial futures.But...

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...