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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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Know-How Mutual Fund Software for Distributors Align Funds with Goals?

Each investor joins in the investment market with a particular goal or plan based on which distributors invest the funds of the customer. In order to attain the goal within the appointed time, the distributor demands to follow the object's status constantly and the same can be done through the end tracking trait available in Mutual Fund Software for Distributors that supports in estimating the rank of funds. 

Wealth Elite gives various advantages to the distributors which assist distributors in resolving the problems of the clients and also decreases the expense of operations in the business. 

Benefits of Goal Tracking

  • Continuous guidance on investors’ objects.
  • Plan assets to the goals of the investors. 
  • Propose further investment whenever needed.
  • Varied investment pattern.

Issues without feature

  • No supervision of funds.
  • Different investment strategies.
  • Absence of assets mapping.
  • Underutilization of investment.

Through the goal tracking feature, the distributor can quickly form the purposes for the customers also through constant tracking of funds can be done which helps distributors in achieving investment of the clients. Also, the specialty supports distributors in supporting the whole roadmap of the goals formed for the customers which can be explained any time to check the growth of the goals.

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

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