A MF Invest on best Mutual Fund Software in India


New member
Aug 10, 2022
Yes, an MFD can send broadcast emails in bulk to their investors through mutual fund software. This ensures timely communication of any important detail such as an investment opportunity and maintain good relationship with their clients. For more information, visit @-https://www.redvisiontech.com/

Financial planning is linked with Goal GPS because both involve setting goals but broadly the present module not only focuses only the objective rather also prepares a strategy to achieve the same. The income and expenses ratios are calculated to know whether the investor generates sufficient funds for investment or just dived into the liabilities. It also facilitates cutting down the possible expenses for wealth generation. The goals and liabilities of investors are balanced before allocating assets. Based on all collected details a financial plan is generated which shows a comprehensive report and profile of the investor.