As a mutual fund distribution business in India, you are responsible for bringing mutual fund products to market and helping investors make informed decisions about their investments.

At EPI, we understand the unique challenges and opportunities of the mutual fund distribution industry in India, and we have a range of solutions to help you succeed.

Some key processes and challenges in the mutual fund distribution industry in India include:
  • Order Execution: The software should allow users to execute orders on the BSE and NSE with ease.
  • Portfolio Management: The software should provide tools for managing and tracking mutual fund portfolios, including asset allocation and performance tracking.
  • Customer Relationship Management (CRM): The software should provide tools for managing customer relationships, including contact management, lead tracking, and sales forecasting.
  • Compliance: The software should include tools for ensuring compliance with regulations related to mutual fund distribution, including those related to sales practices and disclosure.
  • Reporting and Analytics: The software should provide a range of reports and analytics tools to help users track performance and make informed decisions about their mutual fund investments.
  • Mobile Accessibility: The software should be accessible from mobile devices, allowing users to manage their mutual fund investments on the go.
  • Integration with other Systems: The software should be able to integrate with other systems, such as accounting software, to provide a comprehensive view of the mutual fund distribution business.

Contact us today to learn more about how we can help your mutual fund distribution business succeed in the competitive Indian market.

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