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...

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...