Can Employees of MFDs Assess Investor Risk Profiles With Mutual Fund Software for Distributors?
MFDs, you’re busy and you know it, that's why you're using a mutual fund software for distributors , because running a mutual fund distribution business in India isn’t easy. You’ve got client meetings, portfolio reviews, new product updates, back-office work, and compliance requirements—all happening at once. That’s exactly why many MFDs today hire support staff and invest in software. But here’s the problem: Most MFDs still spend a big chunk of their time just assessing investor risk profiles manually. Isn’t that what the software and team are supposed to simplify? Well, the good news is: yes, they can—if you’re using the right tools. Let’s break this down for you. Why is Risk Profiling Important for MFDs? Before we get into how your staff can assess risk profiles, let’s understand why risk profiling is not optional anymore. As per SEBI’s guidelines: ● Every investor’s risk profile must be assessed before suggesting investment options. ● MFDs must ...