MFDs, Mutual Funds Sahi Hai. But relying solely on mutual funds investments for revenue isn't enough in today's competitive landscape. A report by SEBI suggests more than 50% of mutual fund investments get redeemed within a year. Every redemption reduces your business growth and the effort to get that investment done goes in vain. Do you still think only mutual funds are enough for your business?
Erosion of AUM: When you depend on just one asset, every redemption creates a dent in your AUM, hindering potential growth and reducing your trail income, impacting your earnings as an MFD.
Constrained Growth Trajectory: Diminished revenue decreases growth opportunities for your business.
The remedy for your concerns lies in expanding your offerings beyond mutual funds and putting only some of the eggs in a single basket. Many investment options are available today that will not only help you diversify client portfolios but also reduce the impact of market volatility on client portfolios with optimal risk-return balance, making investors stay invested for the longer run.
NPS is a govt. backed retirement planning that scheme provides tax benefits and a secure long-term investment avenue.
Approx 17 million subscribed to NPS across India in the FY 2023.
While it doesn’t offer direct commission, it exposes you to a large client base.
P2P lending involves direct lending between individuals opening new investment avenues, and diversifying client portfolios beyond traditional options.
P2P lending industry in India is expected to grow to around $4 billion to $5 billion
It fascinates clients as it offers better returns than bank FDs.
LAMF offers clients liquidity without liquidating mutual fund investments.
A great way to reduce redemptions and increase AUM
You manage two investments at once from the same client.
Global investments offer access to international markets and sectors, diversifying portfolios across borders.
Indians are obsessed with Facebook, Apple, Amazon, Netflix and Google.
Investors with a high-risk tolerance and liking for global markets appreciate global investments.
Liquid funds are a great way to invest for beginners or people who don't have enough money to invest.
Investors can park their idle cash and liquidate instantly.
Liquid funds offer better returns than a regular savings A/c.
You can convert these investors who are prospects for your business into loyal customers later on.
Diversifying your offerings isn’t just about money; it’s about securing growth:
Expanded Revenue Channels: Offering diverse assets increases your AUM, opens new revenue streams alongside mutual funds, and offers increased trail income through a diversified portfolio base.
Redemption Reduction: Diverse options retain clients, offer better returns, reduce redemptions, and make clients stay invested in the longer run.
Diversification is all about broadening your investment spectrum to cater to diverse client needs and getting them better returns while expanding revenue streams, AUM, and income for yourself. Wealth Elite, a reliable Mutual fund software enables you to easily offer and manage all these assets through a single platform, making business growth convenient for you with multiple revenue streams.
Running an MFD business today involves more than managing investments. It requires tracking AUM, monitoring brokerage, handling transactions, maintaining client communication, and making informed decisions.
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