Can The Top Mutual Fund Software in India Help Track Mode of Investing for Clients?
You already track how much your clients have invested, their NAV, performance, etc. But have you ever asked: Do they invest via SIP or Lump Sum more often? Which clients are active (making fresh investments) vs inactive (only sitting on existing holdings)? How frequently do they switch modes (say from SIP to lump sum) or pause SIPs? These insights aren’t optional—they’re essential for better engagement, tailored advice, and smarter business decisions, and well the top mutual fund software in India helps with just that. Why Mode of Investment Matters? Without knowing the mode of investing, you're operating in the dark: ● You can’t nudge a lump-sum investor toward SIP discipline. ● You don’t spot clients who have drifted away (inactive) until it’s too late. ● You lack data to segment and offer personalised communications. That’s why the best mutual fund software in India, like that offered by REDVision Technologies, now includes features ...