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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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Why Wealth Elite is the no.1 choice of MFDs?



In life, everyone has goals, and to accomplish them we need a robust framework. Likewise, in investing, creating an effective financial plan according to investors’ investment goals is essential. While framing the investment structure, distributors have to consider various factors in mind such as clients’ risk appetite, their investment behaviour, income, expenses, goals, etc. The need of paying attention to several factors complicates the financial planning process as it requires an ample amount of data and tools.

An adequate investment plan qualifies investors to achieve the desired goal. With the help of advanced technology, the process of collecting necessary information and selecting the right mix of products becomes simple. A highly developed Mutual fund software is a perfect solution that assists fund brokers in portfolio-building tasks along with all other organizational functions.

When we talk about the best wealth management software, Wealth Elite is the first choice of India’s successful and growing mutual fund distributors because of the unmatchable advanced features. The pack of research tools, and convenient working and connecting to clients from anywhere provide an additional reason to MFDs to give the platform the main place in their business. The Goal GPS and financial planning tabs have step-by-step processes for setting goals and constructing investment plans for clients.

Advantages

  • Strong targeting feature for quick goal making, fund mapping and goal tracking.
  • Well-structured process of financial planning for an individual and for a family.
  • optimized asset allocation according to investor’s risk profile
  • Analyse and manage multiple asset classes
  • Availability of portfolio reports for appropriate decision-making.
  • Set asset ratio to equity and debt according to the client’s risk profile
  • Place forthcoming transaction in advance

Scenario in the absence of the platform

  • Difficulty in analysing the large volume of data
  • Lengthy and complicated financial planning process
  • Poor decision-making due to lack of research tools and reports
  • Weak investment planning delays target achievement
  • Inconsistency in portfolio management and client handling
  • High chances of losing money in a volatile market
  • Tough to consider all essential factors for optimum asset allocation

Customer satisfaction is an important aspect of any business’ growth, to fulfil their requirements the distributor should be capable enough to address customers all issues and get the necessary data that is useful for knowing the aspirations, fears and financial targets of investors. The robust professional portfolio management portal aids to cater distribution services to multiple clients and fulfilling their expectations through simplified business running and client handling processes.

The easy and effective investment planning process offered by the Mutual Fund Software for Distributors provides a competitive edge to grow as a reputed and well-known entity in the market. The functional goal achievement plans persuade investors to stay invested for the long term till they reach to pre-decided goal ergo MFDs do not have to take tension about a volatile market and mutual fund schemes’ performance. The capital gain in clients’ investments with time adds higher commission and becomes a fixed source of distributors’ earnings without taking further attention.

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