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Mutual Fund Software | Mutual Fund Software For Distributors and IFA | Top Mutual Fund Software

How Can Mutual Fund Software for IFA Deliver Superior Service with MFU?

As a mutual fund distributor, you know that providing exceptional service to your clients is crucial for building trust and retaining their business. In today’s digital age, having the right tools can make all the difference. That’s where   mutual fund software for IFA   comes into play. Let’s explore how MFU integration in the fund management software can elevate your service and benefit both you and your clients. Seamless Onboarding and User-Friendly Interface Our fund management software simplifies the onboarding process. Unlike traditional platforms like BSE or NSE, MFU offers a straightforward interface that even a non-technical person could navigate. No more complex forms or confusing steps—just a smooth experience from start to finish. Elevating Customer Service Exceptional customer service sets you apart from the competition. With MFU, you can provide prompt assistance to your clients. Whether they need help with registration, creating mandates, or mapping existing clients, MFU
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How to Invest in US Equity with the Best Mutual Fund Software


Indian investors are wondering, why investing in global markets, especially in US markets is becoming popularized. The reason is simple to get global exposure because the contribution of India to the global economy is around 3.3% only, while the top two countries including China & USA are contributing around 15.5% & 23.6% respectively. The elementary factor that is differentiating the US markets from India is investors get exposure of the largest global companies.

Why Invest in US Equity

Investing is more about risk management and less about trading securities. Moreover, the Indian market looks overvalued on a relative basis compared to other global markets. Therefore, there are various benefits for Indian Investors to start investing in US Equities:

The Primary Benefits

Diversification

International diversification of portfolio (with US equities) is the best method to manage or mitigate risk

Global Exposure

Get global exposure with the US equity market because many US companies with global operations are listed there.

  • The market capitalization of the US equity market is ~$47.32 trillion while 
  • The market capitalization Indian equity market is just ~3.21 trillion.

Fractional Shares

The CMP of an Apple stock is ~$126, which roughly stands ₹ 10,000. If you have only ₹ 5000, then you can also purchase ½ shares (fractional share) of Apple. 

Dollar Value

The exchange rate of USD to INR is ₹ 82.51 today (5th Jan 2023). 5 years back, the rate was ₹ 63.59. When you invest in US stocks, you also invest in the value of the dollar. When USD appreciates as compared to INR, your investment also increases.

Access US Equity investments with Wealth Elite

The most important benefit for MFDs by partnering with Wealth Elite is that MFDs can offer multiple assets to their investors. MFDs using Wealth Elite mutual fund software have the opportunity to assist their investors get the global exposure by investing in the top US equities.

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