1 / 1

How the best mutual fund distributor software in India helps in retaining existing clients effectively

After converting prospects into clients, it becomes a major challenge for MFDs to retain clients in such heavy competition. Indian investors wanted to make investments in multiple assets, other than just mutual funds. When MFDs through the best mutual fund distributor software in India offer multiple assets to clients and offer them a single window to make investments in various major asset classes, then they will remain connected with you for a longer term. For more information, visit https://wealthelite.in/

Download Presentation

How the best mutual fund distributor software in India helps in retaining existing clients effectively

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. How the best mutual fund distributor software in India helps in retaining existing clients effectively? After converting prospects into clients, it becomes a major challenge for MFDs to retain clients in such heavy competition. Indian investors wanted to make investments in multiple assets, other than just mutual funds. When MFDs through the best mutual fund distributor software in India offer multiple assets to clients and offer them a single window to make investments in various major asset classes, then they will remain connected with you for a longer term. For more information, visit https://wealthelite.in/ Address: - 201, 45 Hare Krishna Vihar, Behind Advance Academy School, Nipania, Indore, 452010 MP Mobile: - +919039822000 Linkedin, Facebook, You Tube, Instagram, Email

More Related