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Wealth Elite's Blog – February 2023 Archive (8)

How the best Mutual Fund Software for distributors can be wisely selected?

An efficient selection process of the best mutual fund software for distributors leads a funds distribution firm toward business growth & scalability. Distributors must consider the availability of unique features in the mutual fund software like automated onboarding, V-KYC using digilocker, tools to acquire clients like Online ATM, Top level security of AWS, etc. For more information, visit…

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Added by Wealth Elite on February 28, 2023 at 8:40am — No Comments

How to Invest in US Equity with the Best Mutual Fund Software

Indian investors are wondering, why investing in global markets, especially in US markets is becoming popularized. The reason is simple to get global exposure because the contribution of India to the global economy is around 3.3% only, while the top two countries including China & USA are contributing around 15.5% & 23.6% respectively. The elementary factor that is differentiating the US markets from India is investors get exposure of the largest global…

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Added by Wealth Elite on February 22, 2023 at 1:30am — No Comments

How Best Mutual Fund Software make things easier for MFDs?

Best Mutual Fund Software will digitalize, automate and expedite every business function of a Mutual Fund Distributor. It will ease the functioning of the MFD with progressive solutions. When things become easier for MFDs, the business attains multi-fold growth. For more information, visit https://wealthelite.in/

Added by Wealth Elite on February 20, 2023 at 1:21am — No Comments

Is Wealth Elite the best mutual fund software in India?

The major challenges of MFD are related to automated onboarding, simplified KYC, client acquisition, client retention, product differentiation, branding, security, and more. Wealth Elite is the best mutual fund software in India because it provides the perfect solution to all the problems & challenges that MFDs face in their daily business. For more information, visit…

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Added by Wealth Elite on February 17, 2023 at 1:29am — No Comments

How Mutual Fund Software for distributors making business management easier?

Mutual Fund Software for distributors makes management of business easier by automating and digitalizing the business process. With Mutual Fund Software, MFDs can streamline and expedite their overall process from onboarding to financial planning. For more information, visit https://wealthelite.in/

Added by Wealth Elite on February 16, 2023 at 2:30am — No Comments

How is the Best Mutual Fund Software in India Becoming a Necessity for MFDs?

As per Business Standard, by the end of 2022, the total count of individual mutual fund distributors in India is approx 116,000, which was 109,000 at the end of 2022. As per an IDFC Mutual Fund report titled ‘Mutual Fund Trend’ published in 2021, only 35% of total individual Mutual fund Distributors have an AUM size larger than Rs.1 crore. That means a large proportion of individual MFDs have a lower size of assets under management.…

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Added by Wealth Elite on February 9, 2023 at 2:08am — No Comments

How to choose the best Mutual Fund Software for IFA in India?

Choosing the best mutual fund software for IFA in India is very crucial for their business growth. IFA must consider several factors like user-friendliness, simplified onboarding, specialized tools to acquire & retain clients’, better security, white labeling solutions, and efficient after-sales support. For more information, visit https://wealthelite.in/

Added by Wealth Elite on February 4, 2023 at 12:26am — No Comments

How distribution personalize financial planning from mutual fund software in India?

To fulfill every investor’s requirement, it is important to design financial plans according to their goals and risk appetite, the mutual fund software in India give access to distributor to modify its elements as per their need. For more information, visit https://wealthelite.in/

Added by Wealth Elite on February 2, 2023 at 1:37am — No Comments

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