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...

  As an MFD, tracking client AUM is a daily activity. You know exactly how much each client has invested, where their money is allocated, and how their portfolio looks today. But there’s one critical question that often gets missed: When did this client last invest? Because AUM alone doesn’t tell you whether a client is still active or has silently stopped investing. This is where  mutual fund software for distributors in India  adds a very important layer of insight — by showing the Last Investment Date directly in the AUM by Client report. What is the AUM by Client Report? The AUM by Client report provides MFDs with a consolidated, client-wise view of Assets Under Management (AUM). It shows the total investment value for each client, along with scheme-level and folio-level breakups, making it easy to understand portfolio size and structure at a glance. In addition to investment values, the report also displays the Last Investment Date in folio split mode. This allows yo...

  As an MFD, one question comes up every single year—especially during review meetings and tax discussions: “How did my client’s portfolio perform this financial year?” Earlier, answering this wasn’t as simple as it sounds. You could see current values and transactions, but understanding year-on-year performance often meant juggling multiple reports or doing manual calculations. That’s where  top mutual fund software in India , like Wealth Elite, brings a major improvement. What is a Financial Year–Wise Performance Report? A Financial Year–Wise (FY) Performance Report gives you a clear snapshot of an investor’s portfolio for each financial year. It shows just two critical numbers for every year: ●    Opening Balance – Portfolio value at the start of the financial year ●    Closing Balance – Portfolio value at the end of the financial year This simple structure answers the most important performance question directly: How much did the portfolio grow (or decl...