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Showing posts from July, 2025

Does Your Mutual Fund Software for Distributors Keep You Ready This Tax Season?

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  The tax filing quarter of the financial year brings a wave of requests from investors. As a user of  mutual fund software for distributors , you’ve probably heard these: "Can you share my Capital Gain Report?" "I need my Dividend Summary for tax filing." "Please send my Transaction Statement for the financial year." Sounds familiar, right? It’s the reality of every Mutual Fund Distributor (MFD) during the tax season. But here’s the good news: if you’re using the right software like that offered by REDVision Technologies, you’re already ahead. While others are scrambling, you're sending reports in just a few clicks. One-Click Tax Package: What Does It Include? Most efficient  mutual fund software for distributors in India , today comes with a tax package feature — a ready-to-download set of all relevant financial documents your investor may need. Here’s what the typical tax package includes: 1. Capital Gain Report ●      Short-term and long-term capit...

Is Comparing Different SIPs Possible Through Top Mutual Fund Software in India?

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  SIPs are the backbone of your earnings as an MFD, simple, affordable, and reliable. Even for the MFDs using the  top mutual fund software in India , your investors often ask: ●    Which SIP gives better returns? ●    What if I had started earlier? ●    Which scheme suits my goal best? To answer these instantly and confidently, software comes to your rescue. Can Best Mutual Fund Software in India Help Me Compare SIPs? Of course, with software, it’s no rocket science; in just a few clicks, you can give your investors a clear side-by-side comparison of 5 different schemes, because this not only saves your precious time but also builds trust in your distribution services.  With the best  mutual fund software in India  like that offered by REDVision Technologies, you can: ●    Compare the performance of up to 5 SIPs ●    Use the same investment amount for a fair comparison ●    Choose any start & matur...

5 Ways Mutual Fund Software for Distributors Is Useful for Investors Too

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  MFDs, When You Go Digital, Your Investors Win Too. Technology isn’t just for simplifying your business. It’s for making your investors' lives easier, too. Yes, you read that right. While MFDs invest in technology like mutual fund software for distributors to manage operations better, the real winners are the investors. Let's see how: How is Software Useful for Your Investors? 1. One Platform, All Products Investors love convenience. When MFDs use full-featured software, they can offer: ● Mutual Funds ● Direct Equity ● Fixed Deposits ● IPOs ● Loan Against Mutual Funds Investor Benefit: Everything under one roof—no need to coordinate with multiple platforms or agents. Just one point of contact—you! 2. Instant Online Transactions via NSE/BSE + MFU Say goodbye to delays. With NSE NMF II, BSE Star MF, and MFU integrations, MFDs can: ● Place instant buy/sell orders ● Offer paperless investing ● Confirm transactions in real-time Investor Benefit: Faster execution, m...