Why Goal-Based Planning is Essential for Investors In a world where everyone wants easy returns, MFDs need to encourage investors to stay invested for the long term. Long-term investments help…
Being a mutual fund distributor is no easy feat. Tracking thousands of investments, monitoring client portfolios, and ensuring nothing is missed can feel overwhelming. What makes it even more challenging?…
Mutual fund distribution might seem straightforward, but if you find yourself struggling with issues like manual paperwork, lengthy onboarding processes, or spending too much time on administrative tasks, it’s time…
Placing transactions is a critical task for Mutual Fund Distributors (MFDs). It directly impacts their business and the experience they deliver to their clients. However, manual transactions can be tedious,…
Placing transactions is at the heart of a Mutual Fund Distributor’s (MFD) business, and it mostly depends on the timely and accurate execution of purchase orders, SIPs, redemptions, and other…
Investors today expect more than just good investment options—they expect quick and efficient service. For Mutual Fund Distributors (MFDs), this means meeting client needs promptly and providing consistent support. Quality…
Most investors are attracted to the growth potential of Initial Public Offerings (IPOs). These are opportunities to invest in a company right from its entry into the stock market, which…
Most MFDs don’t know if the software they are using fits their business needs. As a mutual fund distributor, you rely on software to manage your clients, transactions, and reports…
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