Latest Mutual Fund Agent News
MFD- How to Generate Investor Folio Statement
As a mutual fund distributor (MFD), providing accurate…
The Next Steps After Mutual Fund Empanelment
Congratulations on passing the NISM exam and completing…
Harnessing Technology for Efficient Portfolio Reviews
Technology has revolutionized the financial industry, offering innovative…
Common Mistakes to Avoid in Portfolio Reviews
Common Mistakes to Avoid in Portfolio Reviews Portfolio…
Conducting Effective Mutual Fund Portfolio Reviews for Your Clients
As a mutual fund distributor, conducting regular portfolio…
Building a Winning Portfolio: The Collaborative Advantage of Mutual Fund Distributors
Mutual fund distributors play a vital role in…
Mutual Fund Holiday Update (Redemption-payout details)
Always know Non-Transaction Days for your reference. Holiday07…
How to do Distributor SIP Stop / Pause online?
We can stop or pause SIP online of…
How to submit Self Declaration for ARN Holder?
A self-declaration has to be given every year…
All AMC Distributor Log In & Mobile App Details
As Mutual Fund Advisors, it would be beneficial…
