Client-wise AUM tracking has now become one of the most important needs for Mutual Fund Distributors in India. As your client base grows, so does the complexity of answering simple questions like: ●    Which client contributes the most to my AUM? ●    Whose portfolio needs urgent review? ●    Who hasn’t invested for a long time? ●    Where...

For every MFD, one question keeps coming back from investors: “Is my portfolio doing better than the market?” And honestly, it’s the right question. Returns don’t mean much in isolation. A fund giving 10% may sound good — until you realise the benchmark delivered 14%. That’s where benchmark comparison inside mutual fund software becomes incredibly...