Over the last decade, the mutual fund industry in India has seen an unprecedented growth by reaching to Rs. 50 lakh crores assets under management (AUM) as of December 2023

Mutual Fund Distributors (MFDs) are key players in helping people make smart investment choices.

As Mutual Fund Distributors, you always go above and beyond to serve your clients best, yet you struggle with business growth

Dear Mutual Fund Distributors (MFDs), in a world where investing in mutual funds has become common practice, it's time to consider a crucial question: Is offering only mutual funds enough?

Indians are savers by nature and don't agree to investments easily

As a Mutual Fund Distributor, your top priority is growing your business/AUM through increased sales.

Mutual fund distributors (MFDs) have relied on Microsoft Excel for managing their business for years. However, the financial industry is evolving rapidly and Excel may no longer be sufficient.

As Mutual Fund Distributors (MFDs) in India, you know the challenges all too well. While clients are often eager to make the most of their investments, the limited options for diversification cause problems.

Being a Mutual Fund Distributor in India comes with its fair share of challenges, and one of the most significant ones is ensuring client satisfaction.

Client onboarding is a critical process for Mutual Fund Distributors (MFDs). However, the traditional approach involves mountains of paperwork, leading to missed opportunities,