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...
If you're an MFD using mutual fund software and handling a large AUM, you already know the drill: more clients mean more data, and more data means more responsibility. But here’s the thing: SEBI regulations are becoming more and more strict. And rightly so. Investor data needs to be complete, updated, and verified. Now the question is: How do you track which investors have incomplete or missing information? Let’s explore how. Track Missing Details With Mutual Fund Software for IFA Modern portfolio management Mutual Fund Software for IFA like Wealth Elite now includes a Missing Investor Details Report, a.k.a. the non compliance report - a handy tool that makes compliance easier. This report is designed specifically to help MFDs like you identify clients whose data needs attention. What Does This Report Show? It lists investors who are missing key details such as: ● PAN Number ● Mobile Number ● Email ID ● ...