Can Mutual Fund Software for Distributors aid in retirement planning for clients?

Mutual Fund Software26 Dec, 2023Finance

Yes, Mutual Fund Software for Distributors enables comprehensive goal-based planning, including retirement, child education, and more. It allows MFDs to understand clients' risk appetite, set clear retirement goals, and align investments with these goals, ensuring a customized retirement plan. Mutual Fund Software for Distributors facilitates setting client goals, assessing risk appetite, determining time horizons, and planning investments strategically for clients to achieve objectives like car planning, house planning, child education planning, child marriage planning, and more.

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