Why Scheme-Wise Investment Summaries Are a Must in Mutual Fund...

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2025-11-18 10:29:41 -

Why Scheme-Wise Investment Summaries Are a Must in Mutual Fund Software for Distributors?

Sometimes, when you open a client’s portfolio, everything looks fine at the surface: the total AUM looks good, returns seem okay, and nothing looks alarming. But the moment you drill down… You realise that the overall portfolio return is being pulled down by one or two schemes. Or maybe one fund is doing exceptionally well, but the investor has barely invested in it. This is...

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