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Mutual fund distributors are the first point of contact for most investors when they have queries or want to buy new mutual funds. In the digital age, however, many distributors have moved away from high-pressure sales techniques and instead adopted a more personable approach to help investors understand their products better.
The KFinKart Distributor Portal gives distributors the power to invest, track and manage across a host of mutual funds, meeting all their transaction management needs. Here, we will explore why KFinkart distributor portal is the ideal mutual fund software for distributors.
Why KFinkart Distributor Portals Is The Ideal Mutual Fund Software For Distributors
The KFinKart Distributor Portal comes packed with features designed to make it convenient for mutual fund distributors to manage investments and grow their business at the same time. Some key features include:
- Dashboard – The dashboard enables mutual fund distributors to have a bird’s eye view of their entire investment gamut. They can view their total AUM, the number of schemes that have been invested in and the total number of investors. Apart from this, they also get a breakdown of the AUM as per asset classes and different AMCs.The dashboard also offers a Transaction Summary.
- Investors – The Investors tab gives distributors access to details pertaining to individual investors. Apart from investor AUM and KYC status, distributors can view which funds they are invested in and whether any SIPs are coming up. They can also view a breakdown of investments as per asset class.
- New Transactions – This section enables distributors initiate a host of transactions for new and existing investors. From SIPs and SWPs to redemption and pausing investments, distributors can do it all!
- NAV – This feature enables distributors to view the NAV of individual schemes of every AMC, and keep themselves and their investors informed.
Advantages of using KFinkart Distributor Portal
Apart from making mutual fund distributors’ lives less stressful, some key advantages of the KFinKart Distributor Portal include:
- Paperless and hassle-free mutual fund transactions and service fulfilment, on the go from your phone or desktop.
- The distributor platform gives you access to information and transaction processing at your fingertips, which means you don’t need to run around meeting customers.
- No need to rush during peak hours to the AMC or R&T branches. Most functions that you’d need can be done digitally.
- Superfast and secure transactions.
- Opportunity to focus on business growth.
- The ability to serve digital-first customers better.
Final Words
If you are a mutual fund distributor, then using the KFinkart Distributor Portal will make your work much easier. The platform comes with many features that make managing sales easier and tracking data simpler. If you don’t have a distributor portal yet, then you should consider using the KFinKart Distributor Portal, which is equipped with all the features a mutual fund distributor would need, all in an easy to use package.
