The Rising of the Indian Mutual Fund Industry India has witnessed exponential growth in the mutual fund industry during the last decade, primarily due to the large size of the population of the country, with rising wealth. People now are more educated and aware of investing and they have started considering mutual funds as a second source of income. Not for individual investors only, mutual funds have become an important investment vehicle for institutional investors like EPFO as well. Therefore, Mutual Fund Distributors also need to upgrade with advanced  Mutual Fund Software . The growth in the mutual fund industry is one of the major developments in the financial markets of India. As of November 2022, the assets under management (AUM) of mutual funds stood at ₹ 40,49,440 crore. The size was ₹ 7.93 trillion as on November 30, 2012, which means a rise of more than 5 fold in a period of 10 years. And as per AMFI estimations, the Indian Mutual Fund Industry has the potential to cross

The improvement and accomplishments of a firm are determined through the modernized tools and technology it has which also helps them in contending in the market for ensuring a higher place. The distributors can remain more concentrating on obtaining new clients for the firm while the assistant jobs are regulated by the digital medium with no issues or restrictions. Such design is brought into existence to facilitate the progress of advisory firms through periodic management of all operating staff.  The  Mutual fund software   developed by  Wealth Elite   is packed with multiple solutions for the distributors to deal with multiple clients at a single time without missing the welfare and advantage of any other investor. Privileges to distributors Assistance is effortless to provide through a single click. Immediate control of whole wealth held by investors.  Suitable control of bulk clients. More straightforward measures and processes for conducting trades and dealings. A constant flow

Resuming functions of a firm in such unconfident times are tough for every business and also impacts the survival due to the shutdown of functions but still, practice can be done to devastate a hard time with the right aids. The distributors can run their business virtually without restricting business operations through the financial platform in the form of  Mutual Fund Software   in India   that provides virtual entrance to the business via digital control. Wealth Elite   furnishes the best economic platform to the distributors to carry out the enterprise operations via a digital platform which facilitates the actions and improves efficiency. Advantages The more nominal cost of functions for the entire firm. Run a business from the convenience of home. Eases construction of complex reports. Enhances efficiency of the firm. Effective services to the clients. It is suggested for the mutual fund distributors to go with the help that makes the firm better effectual and underestimates the

The present continuous situation is tough for all companies to get endurance as the condition of a pandemic is quickly having an influence on the firm as a result of which many firms are growing on the edge of the cessation. The cause is no path to the company and the clients connected with are not receiving help. In order to defeat the distributors should have  Mutual Fund Software  that secures the continuation of the business. Wealth Elite   passes the top financial software to the distributors that accommodate them in on boarding the clients immediately externally any problem and delay. Benefits Smart on boarding of fresh investors. Practical paperless form to list new clients. Decreases time and works of the distributors. Remote on boarding is likely for distributors. Deliver guidance from any position. The platform confirms smoothening the objects of the distributors through the progress and updated technology which improves the production of the entire business. Therefore the di

Each investor joins in the investment market with a particular goal or plan based on which distributors invest the funds of the customer. In order to attain the goal within the appointed time, the distributor demands to follow the object's status constantly and the same can be done through the end tracking trait available in  Mutual Fund Software for Distributors  that supports in estimating the rank of funds.  Wealth Elite  gives various advantages to the distributors which assist distributors in resolving the problems of the clients and also decreases the expense of operations in the business.  Benefits of Goal Tracking Continuous guidance on investors’ objects. Plan assets to the goals of the investors.  Propose further investment whenever needed. Varied investment pattern. Issues without feature No supervision of funds. Different investment strategies. Absence of assets mapping. Underutilization of investment. Through the goal tracking feature, the distributor can quickly form

As the investment business includes large risk based on constant shifts in the fund's values, the distributors dealing in the business with the funds of the investors should efficiently control the complete portfolio of the clients as an incorrect selection can influence the portfolio which may occur into a big loss. By employing a well-structured business platform the distributors can overcome the fluctuation of the market.  The  Mutual Fund Software  offered by  Wealth Elite  can manage the ups and downs of the market as it develops the distributors to overcome the difficulties of the future. Features Discover expected trends based on former outcomes. Develop a plan to overwhelm variations. Obtain desired results on funds. Evaluate likely future output on funds. Extensive analysis of earlier strategies. Without the appearance of the helping platform, the distributors have to suffer outcomes that deliver adverse results on the funds of the clients. To stay away fr

Every business has different level of competition and the business working in the industry uses different level of technology in order to gain the dominant position in the market. The firm which focuses on adapting latest tools and technology finds it easy to continue its operation, while the one who stays stick towards traditional method face multiple difficulties for survival. Through the  Mutual Fund Software  provided by  Wealth Elite  the distributors can change the results in their business. As the platform itself includes multiple high tech and advance facilities that makes the business operations easier. Privilege of Financial Platform All solutions at one place. No restrictions of transactions with clients. Business management at low cost. Facility of rebalancing entire portfolio to maintain growth. Smooth management of client’s portfolio. The business itself demands for the updated technology in order to deliver desire results and to stay competitive and top in the market. Ma

  The model portfolio is developed as to show the investment format to the investors which helps in acquiring investors. The Mutual Fund Software in India focuses on fulfilling every need of the advisors firm. For more information, visit@- https://wealthelite.in/

The status of funds changes frequently due to heavy volatility in the market that impacts the results on the amount invested. To maintain the effectiveness of the funds the advisors need to rebalance the funds of the clients that deliver the expected output within stipulated duration. Rebalancing utilizes the funds of the investors and reduces the risk in order to provide assured results. The   Mutual Fund Software   helps advisors in rebalancing funds of clients without any interruption. The platform offered by   Wealth Elite   allows advisors to regulate the funds of the investors. Benefits of Portfolio Rebalancing Proportionate investment in debt and equity. Fixed interval rebalancing. Percentage change rebalancing strategy. Reduces risk from the invested funds. Optimizes portfolio of clients. Challenges without feature Funds remain Underutilized. High risk on invested funds. No proportionate investment. Fear of capital loss. The advisors require rebalancing the portfolio of the inv

Few years back advisors used to collect KYC through manual method wherein physical documents and verification was involved in the process. This process even consumes lot of time of advisors and investors and ultimately proves costly. Such pattern hampers the growth of the firm and impacts other functions too. The  Mutual Fund Software  easily solves the issue of the advisors through Video KYC feature that reduces the efforts of the advisors.  Wealth Elite  provides best services to the advisors through wealth management platform. Benefits of Video KYC Quick verification within no time. Low cost solution. Saves time of advisors and investors. Online process of verification. Access from anywhere. Issues without Video KYC Long time in verifying investors. Advisors need to manage physical documents. High cost of operation. Limited number of investors can be verified. Thus, video KYC is the first priority for the advisors in order to deliver effective and fast services to the clients and al

The financial plan helps advisors to invest the funds accurately within right schemes that have the potential to generate maximum benefits for the clients. The Mutual fund software in India ensures no loss on the funds of the clients. For more information, visit@- https://wealthelite.in/

The research is vital as to assume the future scenarios of investment market due to the high volatility in the prices of the schemes. The  Mutual fund software  helps in correct selection of schemes. For more information, visit@- https://wealthelite.in/

The advisor can upload scanned documents of the investors which are secured through password and gives access to the authorized person. The Mutual fund software for IFA helps advisors to transact instant with the consent of the clients. For more information, visit@- https://wealthelite.in/

  Basically, Goal GPS act as roadmap for advisors and clients as well to predefine the long term investment objectives along with preparing a standard plan to comply the set goals. Being an advisor you cannot only set goals for the clients but also help them in mapping and allocating funds through different assets along with the mutual fund investment. You can set goal for every status of clients either rich, middle or low status of investors. Why do you need to set goals for investors? It has been seen that advisors who link the investor’s goal with real life objectives easily connects and converts the prospect into their client because an investor with a single objective of high returns can easily give up from the market at the time of low returns. Contrary, those investors who enter the mutual fund software market with some specific goals are the ones who stay for a long term until the objectives are accomplished. Setting goals also connects the investors with an emotional to

The days were gone where initiating investment seems to be a long step process and involve physical presence of the parties as the investor had to visit authorized center for the verification. Due to the dynamic trend in the business technologies no method persists for a longer period like such the traditional pattern is even replaced with the emerging solution. Although the previous form of collecting KYC seems to be expensive which was adding the operational cost for the firm. While from the perception of investors standing in a long queue was hectic and inconvenient method of getting verified. What’s New? Being a busy schedule of every individual time is a crucial asset for investors and advisors too which is spent in a planned manner. Thus keeping in mind the same thing a new initiative of home based KYC has been introduced popularly known as Video KYC in the  Mutual Fund Software for IFA  which allows advisors to collect initial formalities of investors through online portal. Some

Every investors eagerly wants to know the status of his/her invested funds as whether the portfolio is generating expected gain or not and it’s a obvious thing because the funds are put on risk with a aim to acquire high returns. Gathering gain/loss summary of each investor manually by advisors cannot be assumed because the process involves lots of calculations and complexities. Thus to make the same process simpler a  Mutual fund software  is developed popularly known with the name of  Wealth Elite  that is fully capable to present the profit and loss report  instantly. Features of Profit and Loss Report: Estimate investment result for any duration. Option to generate future scenarios of investment. Presentation of investments with graphs and summary. Overall details of purchase, redemption and switch in. Accurate investment values on current date. Why P&L Report is essential? The advisors through sharing the relevant report can deliver the fair statement of investment through whi

Since a decade investment sector has attained boom and attracted attention of many investors because of its potential to generate lucrative returns within limited time. As a result many fresher’s even with no prior knowledge of investment has shown interest in investing funds and also the multiple segments are available to take a stake in that generates the need of a platform capable to handle all at a glance. The nature of investors is usually diversified where funds are spread proportionately in order to divert the risk from funds and to attain gains even in the worst scenarios. But managing all such assets of each investor is not easy for advisors until an effective platform is available. 5 Assets one Platform:  Wealth Elite FD/Bonds. Postal Equity Commodity Real Estate. With the feature of assets management now advisors can easily handle all different assets held by an investor. The details can conveniently be managed and presented to the clients on demand.  Also the modification c

  The secret of a business success is hidden in its marketing strategy which makes its stand apart from the entire different firm within an industry. The advisor having great services and strategy for investment cannot attract attention of large number of clients unless adopted an effective promotional technique. The platform used for promotion is also crucial which decides the cost of advertising and also sometimes proves expensive due to which moves beyond the budget of advisors. Having a digital platform along with your brand name is the latest form of self branding which assist to reach maximum clients with fewer efforts and brings fresh traffic to your domain across the globe. White Labeling: A Cost Effective Solution Due to lack of a platform for branding many advisors face issues in continuing the business even after providing best services and having high skills to manage portfolios.  White labeling brings the expertise in the business with own name.   White Labeling is a techn