What is a What-If Scenario in Mutual Fund Software in India?

Wealth_elite07 Aug, 2023Business

A what-if scenario in mutual fund software in India allows users to simulate hypothetical investment scenarios. It helps assess the potential impact of different variables, enabling better understanding and planning for clients' investment goals. By providing features such as client onboarding, investment recommendations, order placement, portfolio tracking, and reporting, mutual fund software serves as a complete lifecycle management tool for MFDs. It covers the entire investment process.