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The top Mutual Fund Software in India Help MFDs?

Managing finances accurately is one of the most critical aspects of being a Mutual Fund Distributor (MFD). Yet, many MFDs find themselves bogged down with endless calculations and paperwork. These tasks often consume the entire day, leaving little room for strategic planning or client interaction. Despite the effort, there’s still room for error, which can harm both client trust and business efficiency. This is why MFDs need reliable   mutual fund software for distributors   to streamline their processes and enhance accuracy. Challenges MFDs Face with Manual Calculations Every day, MFDs deal with complex calculations, market updates, and client demands. Managing these tasks manually presents several challenges: Error-Prone Processes Manual calculations are susceptible to mistakes, especially when dealing with large volumes of data. Even a minor error can lead to inaccurate reports and decisions, which can negatively impact clients’ investments. Time-Consuming Tasks Manually ma...
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How An Advisor Can Manage Client’s Multiple Assets?



Since a decade investment sector has attained boom and attracted attention of many investors because of its potential to generate lucrative returns within limited time. As a result many fresher’s even with no prior knowledge of investment has shown interest in investing funds and also the multiple segments are available to take a stake in that generates the need of a platform capable to handle all at a glance.

The nature of investors is usually diversified where funds are spread proportionately in order to divert the risk from funds and to attain gains even in the worst scenarios. But managing all such assets of each investor is not easy for advisors until an effective platform is available.

5 Assets one Platform: Wealth Elite

  • FD/Bonds.
  • Postal
  • Equity
  • Commodity
  • Real Estate.


With the feature of assets management now advisors can easily handle all different assets held by an investor. The details can conveniently be managed and presented to the clients on demand.  Also the modification can be made any time as per the requirement.

What it performs?

  • Data of new bonds, equity, commodity postal and real estate can be added and changes can be made any time.
  • Details of prematurity encashment are analyzed through the feature.
  • Property possessed by the investor is recorded and present valuation can be done.
  • EPF and PPF table can be viewed for detailed transaction history.
  • Valuation of shares can be performed with the help of software.

Wealth Elite is a perfect match for the requirement of advisors which is a Mutual Fund Software for IFA and Distributors developed by REDVision Technologies that conveniently manages entire investment of clients within different segment.

The facility to manage different assets proves effective for advisors as it reduces the requirement of various other tools to handle the multiple investments of clients. Also it can be accessed anytime using any device which states the fair status of entire portfolio of client. Even most of the advisors are getting attracted towards the particular tool assisting in effective management of assets.

For more information, visit@-https://wealthelite.in/

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Location: Indore, India Indore, Madhya Pradesh, India

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