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How Mutual Fund Software Supports PMS With USD-Based Entries

  PMS data entry has always been a core part of an MFD’s back-office work. But until recently, everything had to be entered only in INR — even when clients invested in products denominated in foreign currency. Now, with USD-based PMS entries supported directly inside your  mutual fund software , managing such investments becomes far easier, cleaner, and more accurate. This small update solves a big pain point and opens the door to better reporting, better transparency, and better portfolio tracking. Let’s break down what this really means for you and your clients. Why USD-Based PMS Entry Matters? Many high-value investors today diversify across borders. Some hold PMS products, private arrangements, or alternative investments where values are recorded in USD. Earlier, you had to convert every value manually into INR just to enter it into the system. This led to: ●    Confusion during reporting ●    Exchange rate mismatches ●    Errors in calculatio...
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Exploring the Global Investment Opportunities with Mutual Fund Software


Today mutual fund distributors face a lot of challenges in running their business including

  1. Regulatory changes
  2. Competition from direct platforms
  3. 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 provide investors with a number of benefits.

Why do Global Opportunities Matter?

  1. Diversification: Investing in global markets allows you to diversify your clients' portfolios beyond domestic investments. By spreading investments across different regions and sectors, you can reduce risk and potentially enhance returns.
  2. Currency Appreciation: INR has depreciated 3.5-4.5% over the last 4 decades. This translates to diminishing returns on your clients’ domestic portfolio.
  3. Global Equity Market Capitalization: Indian markets make up for only 3% of the Global market capitalization. The U.S. markets on the other hand make up over 50%

Why Global Investments are important for Mutual Fund Distributors?

Wide Range of Investment Choices: First, global markets offer a wider range of investment choices than domestic markets. This means that distributors can provide their clients with a more comprehensive range of investment options.

Attract and retain clients: Second, global markets offer the potential for higher returns than domestic markets. This can help distributors to attract new clients and retain existing clients.

More commissions: Third, Distributors get their commissions in the currency of the country their investors invest in. For example, if their clients invest in the US, they get commissions in Dollars.

Conclusion

Global investment opportunities are an important part of the mutual fund landscape. By offering global investments to their clients, distributors can provide them with a wider range of investment choices and help them to achieve their financial goals. For more information, visit https://wealthelite.in/

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