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...
P2P may not be a traditional asset class like mutual funds, but it’s quickly gaining popularity among investors seeking higher returns.
And here’s the catch—when they don’t find this option with their Mutual Fund Distributor (MFD), they often go straight to online platforms. That means missed opportunities and lost clients.
Don’t let that happen to you. P2P lending is also possible if you have the right mutual fund software for distributors in India. You can do this from your dashboard.
What is P2P Lending?
P2P (Peer-to-Peer) lending connects individual lenders with borrowers through RBI-regulated platforms, without involving banks.
Clients lend money online and earn interest on it. The borrower repays monthly, just like a loan EMI. This makes P2P a great fixed-income alternative, often delivering better returns than traditional debt investments.
Can The Right Software Support P2P?
Yes. Leading platforms like Wealth Elite now let MFDs offer P2P lending along with mutual funds and other financial products.
You don’t need separate tools or portals. Everything—onboarding, transactions, tracking—is managed through the best mutual fund software for distributors in India, so you don't have to be stressed.
What’s in it for MFDs?
● Retain Clients: Your clients won’t look elsewhere when they find trending options like P2P under your advisory.
● Add Fixed-Income Alternatives: Offer more than FDs and debt funds—add a product with up to 12% returns.
● Earn Commissions: Earn upfront commissions on every P2P investment made by your client.
● Track Easily: All transactions, returns, and reports are visible inside software’s dashboard.
What Do Your Clients Get?
P2P lending is designed to appeal to today’s digital investors. Here's what they love:
● Returns up to 12% p.a.: Better than many debt products.
● Flexible Tenures: Clients can pick what suits them from 12, 24, or 36 Months.
● Monthly Payouts or Compounding: Choose steady income or reinvest earnings.
● RBI-Regulated & Transparent: Investments happen through approved, secure platforms.
● Start Small: Begin with just ₹10,000—accessible to all.
Why is This Important for MFDs?
Today’s investors want more than SIPs. They want:
● Passive income
● Fixed and predictable returns
● Regulated alternatives to FDs
By offering P2P, you meet this demand, without losing clients to other apps.
And with back office software, you can do it without changing your process.
Final Thoughts
You’re not just a Mutual Fund Distributor anymore. You’re a full-service wealth partner. By offering P2P lending through your software, you keep clients close, you offer more value, and you grow faster.
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