The distributor capability to deal with multiple clients has been increased since the arrival of the facilitating platform. In former days when business operations were entirely dependent upon humans and the processes used to be time consum... Continue

The performance and achievements of a firm is identified through the latest tools and technology it has which also assists them in competing in the market for securing higher position. The advisors cannot assume to survive in the industry i... Continue

Investments are always seen as a riskier utilization of money and holds high chances of loss due to uncertainty in the values of the funds. The distributors involved in business of money management of investor’s bear’s heavy risk as ... Continue

The segment of investment is highly volatile and not easy either for the advisors or investors to survive just due to movements in the stocks based on events, news or incident. Many advisors came on the verge of closure because of ignori... Continue

Being a mutual fund distributor you need to perform multiple tasks from searching for a new client to maintaining smooth relations with all existing clients. Many times you would have experienced a lack of assistance which is stopping in... Continue

Being a mutual fund distributor you need to perform multiple tasks from searching for a new client to maintaining smooth relations with all existing clients. Many times you would have experienced a lack of assistance which is stopping in... Continue

In former times, managing business operations of an advisory firm used to be typical and were a challenging job as a result of which many firms went out of industry for lack of management. In every business resources and tools are major ... Continue

The distributors functions are unlimited while handling the portfolios of multiple clients and not easy to deliver high returns on each portfolio without any assistance. The advisors need a technology which is capable to perform tasks on... Continue

The initial functioning of the firm is based on the software that enables distributors to control most of the task smoothly and induces the growth of the business. While looking some years behind the same tasks seems to be typical and ti... Continue

Every business has different level of competition and the business working in the industry uses different level of technology in order to gain the dominant position in the market. The firm which focuses on adapting latest tools and techn... Continue

The economy of India was not ahead in operating businesses through technologies as the emphasis was given to the workers and manual operations were used to be performed but it contributed less output. While the countries using the latest te... Continue

The age of a business is depends upon the tools and technology used for conducting operations of the business, an outdated technology always leads the firm on the verge of the closure while the firm with an up to date technology catches the... Continue

In previous times, handling business operations of an advisory firm used to be typical and was a challenging job as a result of which many firms went out of industry for lack of management. The distributor’s needs for an assistance whi... Continue

Continuing functions of business in such uncertain times is typical for every firm and also affects the survival due to shutdown of operations but still preparation can be done to overcome the difficult time with right resources. The dis... Continue

Due to dynamic scenarios and changing industry trend, now every firm is focusing on creating an online identity in order to reach more clients within very less time. Likewise distributors in mutual fund industry are concentrating upon b... Continue