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 right fund to aligning it with your client’s goals, you're constantly at it.
But let’s be hon... Continue

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 portfolio doing?” You pull out a report showing total investment, current value, and maybe XIRR. It l... Continue

Mutual Fund Distributors are really embracing technology these days to make their business operations smoother. Thanks to mutual fund software, investing, managing portfolios, and interacting with clients has become a whole lot easier!... Continue

Most investors are interested in fixed deposits (FDs), especially during volatile market conditions. The stability and assured returns of FDs make them a preferred investment choice. That is why Mutual Fund Distributors (MFDs) seek a platfo... Continue

Investors today don’t just rely on mutual fund distributors to manage their investments. Many of them also invest through other platforms like NJ Wealth. As an MFD, you need a way to view and analyze these NJ portfolios to offer better fi... Continue

Investors today don’t just rely on mutual fund distributors to manage their investments. Many of them also invest through other platforms like NJ Wealth. As an MFD, you need a way to view and analyze these NJ portfolios to offer better fi... Continue

Investors today don’t just rely on mutual fund distributors to manage their investments. Many of them also invest through other platforms like NJ Wealth. As an MFD, you need a way to view and analyze these NJ portfolios to offer better fi... Continue

Let’s face it— Most Mutual Fund Distributors (MFDs) still love Excel. It feels familiar, is easy to use, and is budget-friendly. You might also think: Why invest in the top mutual fund software in India when Excel does the job... Continue

SIPs are the heart of any MFD business. They bring consistency, discipline, and long-term growth to your client's portfolio—and recurring revenue to your business. But let’s be honest: managing every aspect of every client's SIP manuall... Continue

Every profession comes with its own struggles, and being a Mutual Fund Distributor (MFD) is no different. Juggling client expectations, regulatory updates, and daily operations isn’t easy. But some people are just smart enough to find sol... Continue

Building a successful Mutual Fund Distributor (MFD) business in India is no easy task. It does takes a lot of time, more effort, and a lot of hard work. With competition rising and clients expecting more, many MFDs are turning to the t... Continue

Compliance is key for both Mutual Fund Distributors (MFDs) and their investors today. With increasing regulations and investor protection norms, staying compliant is not just important—it is essential. But let's be honest: it's nearly imp... Continue

Sharing commission invoices with AMCs is a routine task for Mutual Fund Distributors (MFDs). However, this seemingly simple task often consumes a lot of time and energy, especially for MFDs who are not well-versed in technology. Creating GS... Continue

AI is Transforming the World, and FinTech is Advancing Too. Everyone relies on ChatGPT to get answers to the basic questions. This rapid expansion is helping distributors improve investor support too. Mutual Fund Distributors (MFDs) increas... Continue

In the dynamic world of mutual fund investments, investors' banking preferences can change over time. Many Mutual Fund Distributors (MFDs) encounter situations where their clients wish to update bank details after registering on the Bombay ... Continue