When investors need quick liquidity, they don’t always want to redeem their mutual fund units. Many prefer a smarter option — Loan Against Mutual Funds (LAMF). It’s faster, cheaper than personal loans, and allows them to stay invested while accessing funds. But for MFDs, the real challenge was always this: “How do I track my client’s LAMF transactions...

Managing a growing distribution business means managing a growing hierarchy — sub-brokers, employees, sales partners, referral agents, and team members who each handle different sets of clients.  And as this hierarchy expands, one challenge becomes almost unavoidable: “How do I control who earns what, who handles whom, and how payouts are calculated — without...

If you’re an MFD, you know this situation all too well. A client walks in and says — “Markets look too volatile these days.”  “I want something stable — not too risky.”  “Can you suggest an option where I don’t lose sleep over returns?” Sound familiar? That’s exactly where Fixed Income investments come into play —...