Can The Top Mutual Fund Software in India Help Track Mode of...

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2025-10-06 13:50:39 -

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...

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