In the present competitive scenario, the stupendous growth and increased awareness has lead to a radical change in the way mutual funds are now being sold. The quality of personalized service has become the basis of survival and success of the relatively smaller intermediary.

As a distributor, you need to produce high quality research reports, guide the investor through a proper financial plan and service regularly by way of periodic portfolio performance and valuation reports. Additionally, you also need to manage your back office operations well to plug leakage of income and generate critical MIS.

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