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Can I Offer Bonds and P2P Lending Along With Mutual Funds Using The Top Mutual Fund Software in India?

  For a long time, mutual fund distribution was seen as a single-product business. You offer mutual funds, you executed mutual fund transactions, and you tracked mutual fund portfolios. But investor expectations have changed. Today, investors don’t think in products — they think in outcomes, like stable income, capital protection, predictable returns, diversification, and better risk control. And that’s where offering only mutual funds sometimes falls short. This is why the  top mutual fund software in India  is evolving into multi-asset platforms, allowing you to offer bonds and P2P lending alongside mutual funds — all from one place. Why Investors Want More Than Just Mutual Funds Today Not every investor is comfortable with market-linked volatility. Many investors ask: ●    “Is there something safer than equity funds?” ●    “Can I get a regular income?” ●    “Can I invest part of my money outside the market?” Bonds and P2P lending help addr...
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Can Mutual Fund Software for Distributors Easily Manage Portfolio of Clients?

 


The emerging technology is helping the distributors in efficiently managing the investment of the investors that allows in handling the portfolio of the investors without any issue. The portfolio of every investors have different risk appetite thus requires unique management and planning which is done through the digital platform. Ignoring risk on the funds and structuring same plans can lead to disastrous results.

The Mutual Fund Software for Distributors assists in monitoring the portfolio and continuous services can be delivered to each investor through the platform developed by Wealth Elite which is the best financial platform for the distribution business.

Benefits

·         Constant tracking of invested funds.

·         Expected results to the clients within deadline.

·         Reduce chances of loss.

·         Optimum funds utilization through effective plan.

·         Ascertain the funds status and results anytime.

Without the digital platform the managing portfolio is not easy and requires additional efforts which increase the chances of loss on the funds of the clients. While working with financial platform the distributors get easily the desired results.

Thus the distributors should go with the wealth management platform in order to run the business in most effective and successful manner. Even the technology helps in compete in the market with the rivals.

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

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