REDVision Technologies is India's leading fintech company, specializing in the development of cutting-edge mutual fund software for distributors and independent financial advisors (IFAs). We also excel in creating wealth management and client onboarding applications.
For most MFDs, accessing a client’s Consolidated Account Statement (CAS) is not optional — it is part of your everyday business.
You need CAS for:
● Portfolio reviews
● Held-away asset analysis
● Asset allocation discussions
● Onboarding new clients
● Identifying external investments
● Consolidation...
Tax planning is an important part of being an MFD. As an IFA or MFD, clients often expect you to help them not just on investments, but also on how those investments impact their taxes.
However, calculating tax liability manually can be time-consuming. Between choosing the right tax regime, applying deductions, and understanding the latest budget changes, the process can quickly become...