Businesses that actively keep clients engaged are more likely to succeed, and mutual fund distributors (MFDs) are no exception. For MFDs, maintaining strong client relationships is essential to retain investors and grow their business. This... Continue

In today's competitive market, Mutual Fund Distributors (MFDs) need to prioritize financial planning to help their clients achieve their investment goals. Without a structured financial plan, many investors lack direction, often redeem inve... Continue

Investors today see mutual funds as a reliable way to grow their wealth. However, many investors unknowingly invest in multiple mutual fund schemes that hold the same stocks. This results in portfolio overlap, which can limit the potential ... Continue

In today’s fast-evolving financial world, Mutual Fund Distributors (MFDs) realize that they need technology to stay ahead. They know that adopting software is the way forward. However, many MFDs are unsure about which features they should... Continue

Most people today invest to secure their children’s future, particularly for education. However, estimating the amount needed for education in the future can be complicated. It involves various factors such as inflation and the rising cos... Continue

Most investors, especially those nearing retirement, wish to have a steady source of regular income so that they can continue to maintain their standard of living throughout. However, many are unaware of how Systematic Withdrawal Plans (SWP... Continue

It is important for MFDs to manage the investments of their clients efficiently. One essential tool that makes this easier is the portfolio overlap tool, available in top mutual fund software in India. But what exactly is this tool, an... Continue

Investors are often unsure about which mutual fund to invest in. With so many options available in the market, making the right choice for every need can be overwhelming. This is where Mutual Fund Distributors (MFDs) step in. MFD's responsi... Continue

There are so many mutual funds available for investment that choosing the right one can sometimes feel overwhelming. With numerous options and varying features, finding a fund that aligns with an investor's goals and risk tolerance requires... Continue

Sharing investment reports with clients is not an easy task, especially for Mutual Fund Distributors (MFDs) who need to do it consistently, day and night. It's not easy to keep investors updated with their reports in a simple form so that t... Continue