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...
SIP is the backbone of an MFD’s business. You handle hundreds of SIPs every month—and tracking them can get messy, especially when multiple family members invest under one family code.
You need a system like mutual fund software in India that shows:
Clear data for each investor.
Easy tracking without manual work.
Actionable insights for better advisory.
Many distributors struggle to give personalized advice because family SIPs are often viewed as a single number. Without seeing individual data, it’s hard to guide clients on their goals, suggest top-ups, or spot potential issues. That’s why having a member-wise SIP report is a game-changer.
View Member-Wise SIP Reports in Family View
What Changed
Earlier: Only a total SIP amount for the whole family.
Now: Separate SIP data for each member—right inside the family view in the top mutual fund software in India.
Why It Helps
Personalized Services– See individual SIP performance.
Better Tracking – Spot increases, decreases, or missed SIPs per person.
Faster Reporting – No manual sorting—data is ready instantly.
With this feature in Wealth Elite, you can quickly understand each family member’s financial goals, track their progress, and provide advice that’s specific and actionable. It saves you time and helps your clients feel truly seen and supported.
Benefits for MFDs
1. Personalised Client Conversations
Show each member their SIP progress.
Give goal-specific advice instead of generic numbers.
2. Spot Growth Opportunities
Identify under-investing members.
Suggest top-ups or new schemes.
3. Save Time & Reduce Errors
No Excel filtering needed.
Instant member-wise reports in one click.
4. Build Stronger Trust
Clients value transparency.
Clear data avoids confusion about “who invested how much.”
How It Works
The software groups all members under a family code.
It still tracks each SIP individually—scheme, amount, start date, performance.
You can switch between family and member view instantly.
Reports are ready to download, email, or present in meetings.
This also makes it easier to compare investments across family members, identify patterns, and help clients plan for different goals—like retirement, children’s education, or buying a home. A small insight can make a big difference in your client conversations.
Why This Matters
In today’s competitive market, small details set you apart.
Most MFDs show only combined numbers—member-wise SIP tracking shows you care about each investor’s unique goals.
It turns your reports into personal financial stories—and that builds lasting relationships.
Final Words
SIPs are your business backbone. With member-wise SIP reports in family view, you get clear data, better advice, and happier clients.
It’s a simple update—but it changes how you work, and how your clients see you.
Comments