Mutual fund distributors thrive on investments but they often face a severe challenge. We know the struggle is real when it comes to attracting fresh investors into the world of mutual funds. It’s a tough nut to *****. Let’s understand the challenge here.  Savings: The Common Choice The majority of Indians are savers who prefer ...

Mutual fund distributors (MFDs) play an important role in helping investors make informed decisions and achieve their financial goals. However, the task of managing multiple portfolios, tedious paperwork, keeping up with regulatory changes, and ensuring seamless client interactions can be quite daunting. This is where a comprehensive mutual fund distribution software steps in to make ...

Are you a Mutual Fund Distributor (MFD) in India? Do you find it challenging to attract new investors to your portfolio? Don’t worry, You’re not alone! Many MFDs face this struggle in a country where people prefer to keep their money in savings accounts rather than invest it.  The Struggle to Attract New Investors It’s ...

When it comes to financial management, Mutual Fund Distributors (MFDs) play a crucial role in helping investors navigate the complex landscape of mutual fund investments. However, their job is not without challenges. MFDs deal with vast amounts of data, intricate portfolio management, compliance adherence, and maintaining healthy client relationships. This is where the significance of ...

Introduction: Mutual fund distributors (MFDs) face the challenge of retaining assets under management (AUM) due to a significant number of investors redeeming their investments within a year. However, the emergence of mutual fund software offering loans against mutual funds presents a solution that can help MFDs retain their AUM. In this article, we will explore the benefits ...

Financial planning and risk profiling are crucial aspects of investing in mutual funds. Without a proper financial plan and risk assessment, investors may make impulsive decisions, such as redeeming their investments due to emergencies or market fluctuations. This article explores how financial planning and risk profiling in mutual fund software can help Mutual Fund Distributors (MFDs) guide ...

The mutual fund industry in India has been experiencing steady growth over the past few years, with the average assets under management (AUM) of all mutual fund schemes reaching a record high of Rs42.95 trillion ($521 billion) in May 2023, growing by 14.93% compared to May 2022. The industry is evolving, and mutual fund distributors ...

The first quarter of FY 2024 was not so good for the MF industry. AMFI data shows that only 6.64 lakh investors join the MF industry in April-June 2023 as against 16.34 lakh investors in April-June 2022. It shows that new investors have declined drastically. The possible reasons are: What is the solution to this ...

Today mutual fund distributors face a lot of challenges in running their business including This has reduced the income of MFDs multifold. That is why MFDs need to look at various solutions to solve these problems: In this endeavor, Wealth Elite helps MFDs by providing unique products which help them get new clients and increase the AUM ...

What is White Labeling? Company A provides a product or service to Company B, which then rebrands and sells it as its own. This enables the second company to provide a more personalized experience to its customers and increase trust in its services. It can enter a new market or broaden its offerings without investing ...