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...
Today mutual fund distributors face a lot of challenges in running their business including Regulatory changes Competition from direct platforms Low investor counts due to market volatility. This has reduced the income of MFDs multifold. That is why MFDs need to look at various solutions to solve these problems: Increasing their client base or Increasing their AUM. In this endeavor, Wealth Elite helps MFDs by providing unique products which help them get new clients and increase the AUM from new investments . One such unique offering includes global investment opportunities. In this blog post, we will explore the opportunities in global markets and how mutual fund software can enhance your ability to capitalize on them. What is Global Investments? Global investing is the process of investing in assets that are located outside of the investor's home country. This can include stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Global investing can ...