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How can MFDs Grow With MFU Integration in Mutual Fund Software in India?

Hello, MFDs! Have you been hustling to grow your business? Ever wished there was a way to streamline operations, impress clients, and conquer those ambitious AUM goals? Well, worry no more! Here's why MFU integration in   mutual fund software in India   is the game-changer you've been waiting for. Imagine this:  You're dealing with a busy HNI (High Net-worth Individual) who wants to invest across multiple AMCs. Manually handling all that paperwork would be a nightmare, right? But with MFU, it's a breeze. You can map their existing investments with just a one-time password (OTP). No more endless form filling, just happy clients! But wait, there's more!  MFU goes beyond HNIs. Think about the time you save placing bulk orders. No more repetitive entries – just a single email, and you're good to go. This frees up your precious time to focus on what truly matters: building relationships and providing top-notch financial advice. Here's the magic MFU brings to your
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Know How Wealth Elite Provides Fair Valuation of Funds?



The investors wants to ascertain the fair position their invested funds as whether the portfolio is producing expected results or not and it’s obvious to know the status because the funds are put on risk with an aim to attain higher returns.

Collecting gain/loss summary of individual investor manually is typical for distributors and cannot be assumed as the process involves lots complex calculations and difficulties.  In order to make the same process easier Mutual fund software is developed by REDVision Global popularly known with the name of Wealth Elite which is fully capable to show the profit and loss report instantly.

Features:

  • Accurate status of invested funds.
  • Funds value on current date.
  • Identify investment output for any duration.
  • Facility to develop future scenarios of funds.
  • Investments presentation with graphs and summary.

The distributors with the help of reports can provide fair statement of client’s funds through which capturing trust of investors becomes easy. Also it helps the distributors to adapt variation in the present strategy, in case the results are not as per expectations or below expectations.

Therefore, the distributors need to have the specific facility as to maintain full transparency with the clients pertaining to their funds. It also helps distributors in structuring further strategy of investment for the investors after risk analysis and financial viability of the client.

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

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