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mutual fund software

Blog posts : "Financial Planning Service"

The mutual fund distribution business is about earning good commission on clients investments and growing AUM cumulatively to stay on the top of the industry. It is difficult to handle multiple customers and fulfil their expectations, it requires to meet clients for discussion to get necessary in...

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The current continuing situation is challenging for every business to ensure continuance as the state of a pandemic is fast containing a result on the firm as an outcome of which numerous firms are running on the edge of the end. The reason is no access to the business and the customers connected...

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India has 1.26 lakh mutual fund distributors at present but very few among them are successful. In the distribution business, MFDs have to perform many tasks such as getting new clients, client onboarding, managing resources, devising investment strategies, portfolio analysis, performing researc...

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Digitization has increased after the COVID-19 pandemic which causes a hike in online transactions, also investors are becoming more aware of Mutual Fund due to this the number of mutual funds investors is increasing rapidly. According to AMFI (Association of Mutual Fund in India), AMCs added 51 l...

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Mutual Fund Distributors buy and sell Mutual Funds for their clients. Along with that, there are a lot of tasks which distributors perform on a daily basis. Due to the need of working on varies tasks affects the performance of MFDs and regular minor tasks can become headache in the long term. In ...

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Organizing the enterprise cost is essential for the distributors to help clients efficiently for the long term and also the presence of the business depends upon the cost administration. The distributors have to perform multiple positions in a day to take out the normal functions of the firm whic...

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The review of the clients is crucial in the initial phase that is before supporting the accounts in the market because of the serious fluctuations in the acquisition market. It is needed to define the potential of the clients to handle risk in the market that offers the acquisition behavior of th...

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