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...

  If you’re an MFD, SIPs are your backbone. They keep your AUM stable, your book consistent, and your long-term business strong. But there’s one silent problem that hurts almost every MFD without warning… Non-debited SIPs. You know those SIPs that are marked active, but for some reason, money never gets deducted from the investor’s bank account? Yeah. Those. They look harmless, but they can cause: ●    declining AUM ●    slipping client discipline ●    missed compounding ●    unnecessary follow-ups ●    and long-term business loss The worst part? Most MFDs don’t even realise a SIP has stopped until weeks later. That’s exactly why you need the  best online platform for mutual fund distributor  like that offered by REDVision Technologies, which tracks non-debited SIPs instantly. Let’s talk about how it actually helps. First, what exactly is a Non-Debited SIP? It’s very simple. A SIP is active on paper…but the investor’s bank...

While every other distributor uses  mutual fund software , there are still MFDs that prefer going manual. If you are one of them, this blog is for you. Let’s have an honest conversation — is going manual still fine in 2025? Or is it silently holding your business back? Let’s find out. Is Going Manual Fine? Many MFDs feel that manual processes give them more control. Some even believe that software is complicated or expensive. But here’s the truth: ●    Manual work eats up time. Updating portfolios, sending reports, and managing transactions manually takes hours. ●    Human errors are common. One small mistake in calculations or data entry can create big problems later. ●    Slow response time. Clients today expect instant updates — manual work simply cannot match that speed. ●    Hard to scale. If you want to grow your client base, manual processes will soon become overwhelming. So, while going manual might seem fine now, it may be slowing yo...

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,...

  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 ●    Pe...

  As a Mutual Fund Distributor (MFD) using a  mutual fund software , you’ve probably heard this more than once: “Can you cancel my SIP?” While most investors come to you to start SIPs, some return later to stop them. And that’s completely fine. Your job isn’t just to get people started, it’s to support them throughout their journey. Thankfully, modern mutual fund software (especially those integrated with BSE Star MF) allows you to cancel SIPs quickly and efficiently. Let’s explore why investors cancel SIPs—and how your software can help you manage it. Why Do Investors Cancel SIPs? SIP cancellation isn’t always negative. It’s often driven by real-life situations. Some common reasons include: Financial Changes ●      Job loss or income delays ●      Business slowdown Sudden Expenses ●      Medical emergencies ●      Family support or loan repayments Shift in Goals ●      Prioritising short-term needs ● ...

Managing a financial advisory business today is no small task. With demanding investors, rising expectations, and constant market changes—things can get messy. If you’ve noticed your business slowing down, you’re not alone. But here’s the good news: You’re in the right place. This blog could be your turning point, because we believe the right software for financial advisors in India can solve many of these problems. Why is Your Business Falling? Let’s look at the top 3 reasons your business might be struggling, and how technology can help fix it. Reason 1: Investors Want Everything in One Place The Problem: ● Investors want to track mutual funds, stocks, insurance, FDs, etc., all in one place. ● If you offer only mutual funds, they may look elsewhere. The Fix: ● Provide a platform showing consolidated investment portfolios. ● Let clients track everything—easily. How Software Helps: ● Offers multi-asset tracking ● Delivers consolidated reports ● Increases investor stickin...

  The investment most MFDs ignore – but shouldn’t - as a Mutual Fund Distributor (MFD), your entire livelihood depends on helping others invest smartly. But have you ever stopped to think—what's your own smartest investment? Well, here's something you may have ignored: Mutual Fund Software for Distributors in India . Yes, it might just be the one investment that gives you the highest ROI—not for your clients, but for your business. Still unsure?  Read on and see for yourself. Why This Software is a Game-Changer for MFDs Whether you're handling 50 clients or 500, managing everything manually is tough. More importantly, it slows your growth. Here’s how the right software helps you scale and earn more: 1. Saves You Time ● No more shuffling between Excel sheets or paperwork ● Automated portfolio reports, reminders, and alerts ● Quick access to client data anytime, anywhere 2. Gives Your Clients a Better Experience ● Easy-to-read dashboards and reports ● One-click port...

  Let’s be honest—Mutual Fund Distributors (MFDs) and Excel have had a long-standing relationship. From tracking SIPs to generating reports, most MFDs have spent more time on Excel sheets than actually growing their business. But while Excel was helpful in the early days, it’s no longer built for today’s fast-paced, digital-first investing world. If you're still stuck in spreadsheets, it’s time for an upgrade. The Best Mutual Fund Software Can Change Everything. It doesn't just replace Excel—it automates your work, saves time, and helps you grow AUM faster. Why Move Beyond Excel? 1. Excel = Manual Work From inputting transactions to updating investor details, Excel demands constant attention. It's prone to human error and doesn’t offer real-time updates. 2. Time Drain Every 60 minutes spent on fixing formulas or chasing the SIP reminders is an hour lost on building better relationships, easily onboarding new clients, or offering better support. What Can a Software Do for Y...

  In the fast-paced world of mutual fund distribution, Mutual Fund Distributors (MFDs) often find themselves juggling multiple tasks, leaving little time for extended customer support interactions. To address this challenge, many are turning to automated solutions like chatbots integrated into the top mutual fund software in India . These AI-driven tools provide instant, data-driven responses, streamlining customer interactions and enhancing service efficiency. What is a Chatbot? A chatbot is an AI-based program designed to respond to human conversation. Operating through text or voice interactions, chatbots can answer queries, provide information, and assist with various tasks without the need for human intervention. In the context of portfolio management software, chatbots serve as virtual assistants, offering quick and accurate responses to data-related inquiries, thus improving the overall user experience. How Chatbots Enhance Software? Modern technology like Wealth Elite, one ...