Services

Mutual Fund Software

Comprehensive mutual fund portfolio management solution with real-time NAV tracking, SIP automation, and consolidated reporting for all mutual fund operations.

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Features

Complete Mutual Fund Management Solution

NAV Tracking

Real-time NAV updates with automatic portfolio valuation and gain/loss calculation.

SIP Management

Complete SIP registration, modification, and cancellation with auto-debit integration.

Portfolio Consolidation

Consolidated view of all mutual fund holdings across AMCs with detailed reports.

Transaction Processing

Seamless purchase, redemption, and switch transactions with instant confirmation.

Dividend Tracking

Automatic dividend declaration tracking with payout and reinvestment processing.

Statement Generation

Comprehensive account statements with capital gains reports for tax filing.

Benefits

Why Choose Our Mutual Fund Solution?

Our mutual fund software simplifies portfolio management with automated processes, real-time updates, and comprehensive reporting for better investment decisions.

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Integration with all major AMCs

Real-time NAV updates

SIP and SWP automation

STP and SWP support

Dividend payout tracking

Capital gains reporting

KYC compliance management

Online transaction processing

Consolidated account statements

Tax harvesting reports

Ready to Expand Your Mutual Fund Business?

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