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Will Top Mutual Fund Software in India Help Me Track Investors’ Financial Year–Wise Performance?

  As an MFD, one question comes up every single year—especially during review meetings and tax discussions: “How did my client’s portfolio perform this financial year?” Earlier, answering this wasn’t as simple as it sounds. You could see current values and transactions, but understanding year-on-year performance often meant juggling multiple reports or doing manual calculations. That’s where  top mutual fund software in India , like Wealth Elite, brings a major improvement. What is a Financial Year–Wise Performance Report? A Financial Year–Wise (FY) Performance Report gives you a clear snapshot of an investor’s portfolio for each financial year. It shows just two critical numbers for every year: ●    Opening Balance – Portfolio value at the start of the financial year ●    Closing Balance – Portfolio value at the end of the financial year This simple structure answers the most important performance question directly: How much did the portfolio grow (or decl...
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How Mutual Fund Software Helps Distributors in Monitoring Investments of Clients?



Every client constantly likes to understand the situation of invested funds as to whether the portfolio is yielding desired profit or not and it’s a prominent thing because the money is put at risk to achieve high outcomes. Collecting the gain/loss summary of each investor manually by the distributor cannot be considered because the approach applies lots of computations and complexness. Thus to make the same process more straightforward Mutual fund software is developed by Wealth Elite that is completely qualified to show the profit and loss report instantly.

Features:

  • Opportunity to develop prospective scenarios of investment.
  • Prevalent details of acquisition, redemption, and switch-in.
  • Real investment deals on the current date.
  • Calculation investment outcome for any period.
  • Declaration of investments with charts and synopsis.

Therefore, the distributors need to hold the appropriate feature to sustain full clearness with investors about their investment. It even aids distributors in designing further strategies of investment appropriate to the profile of the investors after examining the risk and financial soundness of the client. 

The distributors through transferring the relevant message can have a fair statement of investment through which gaining investors' trust becomes comfortable. Along with it can help distributors to make modifications in the existing plan, in case the outcomes are not profitable or below anticipations. 

The distributors get numerous solutions at one medium along with the portfolio analysis that allows them to control the several functions of the firm without any interruptions. Since the distributors got the facility to complete analysis of investment with the use of technical tools the whole scenario and process of assessment has been completely changed. The distributors are conducting investment assessments more accurately and specifically.

The level of characteristics and facilities offered to distributors are confirmed too worthy which are evolving a valid basis for the expansion of the firm. Simultaneously the earnings and information generation capacity has been improved lowering a positive enduring image on the firm of distributors.

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

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