Why Mutual fund software for distributors supports fund as per goals?

Mutual fund software for distributors supports fund as per goals because it is important for investors to have a clear understanding of their investment goals and objectives before investing in MF. Investment goals can vary from short-term goals like saving for a vacation or a down payment on a house, to long-term goals like saving for retirement. Based on the investor's goals and risk tolerance, the mutual fund software recommends suitable funds that align with the investor's objectives.

SHARE THIS POST :