If you're an MFD using mutual fund software and handling a large AUM, you already know the drill: more clients mean more data, and more data means more responsibility. But here’s the thing: SEBI regulations are becoming more and more strict. And righ...
Every year, lakhs of investors redeem their mutual fund investments. But have you ever thought, is it just their loss? Not really. It affects you, the Mutual Fund Distributor, too. Especially if their investments are mapped under your ARN and you’re ...
Let’s face it, MFD life without mutual fund software = constant chaos. Too many client calls, endless paperwork, delayed transactions, missed follow-ups, and zero personal time. But the MFDs who use software? They're not just managing business. They’...
We know what’s on your mind as an MFD using mutual fund software: “How’s my business doing this week?” For every distributor, tracking Systematic Investment Plan (SIP) transactions isn’t just a part of the job; it’s the heartbeat of your business. It...
As a Mutual Fund Distributor (MFD) using a mutual fund software, you’ve probably heard this more than once: “Can you cancel my SIP?” While most investors come to you to start SIPs, some return later to stop them. And that’s completely fine. Your job ...
As a Mutual Fund Distributor (MFD) using mutual fund software in India, you don’t just manage money, you manage trust. Your clients share sensitive details with you: PAN numbers, bank info, investment history, and all of it sits inside your mutual fu...
Let’s be honest, maintaining the original asset allocation of investor portfolios is one of the most common (and draining) struggles MFDs face daily. You start with the perfect allocation between equity and debt. But as market conditions change, that...
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 honest, doing it all m...
The One Question Every MFD Faces... Every time you ask an investor to start a SIP or invest in a mutual fund, their first question is: How much return will I get? And to answer that accurately, you need more than just past 1-year or 3-year returns. T...
As a Mutual Fund Distributor (MFD), you already know the list of responsibilities is long, and growing. From ensuring KYC to monitoring investor transactions, SEBI has laid down multiple compliance requirements. And one of the most crucial among them...
