AMFI Asks MFDs to Maintain Client Risk Profiles Records: Can Mutual Fund So...
The Non-Compliance Report in mutual fund software for IFA is your key tool to identify which clients haven’t filled out their risk profiles or have outdated one...
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The Non-Compliance Report in mutual fund software for IFA is your key tool to identify which clients haven’t filled out their risk profiles or have outdated one...
It's the same with your mutual fund distribution business. If you invest in the right mutual fund software in India, you might pay the software fee or a renewal...