Embedded Files
Calculations are an integral responsibility of being a Mutual Fund Distributor (MFD). Every day, you deal with numbers – SIP amounts, future value projections, retirement planning figures, and much more. The good news? With the top mutual fund software in India, these calculations have become easier than ever because it offers multiple built-in calculators designed specifically for your needs.
These calculators save you time, improve accuracy, and make your client interactions smooth and professional. Let’s explore which calculators the software provides and how they help you grow your business.
Why Calculators Matter for MFDs
As an MFD, your role is not just to sell investments but to plan your clients’ financial future. And to do that, you need to calculate:
● How much they should invest to reach a goal
● How delaying investments impacts their future
● How to create systematic cashflows for their needs
● How to compare multiple investment options
When you have these numbers ready within seconds, clients trust you more and make quicker decisions.
Calculators Offered by The Best Mutual Fund Software in India
Here’s a list of calculators you get in Best Mutual Fund Software in India — and how each one helps you.
SIP Calculator
● Calculates how much wealth a client can create through monthly SIP investments.
● Perfect to show long-term compounding benefits.
Step-Up SIP Calculator
● Shows how increasing SIP amounts annually can help reach goals faster.
● Great for clients with growing income.
Lumpsum Calculator
● Calculates future value of one-time investments.
● Ideal for investors with bonuses or windfall gains.
Crorepati Calculator
● Tells exactly how much to invest (SIP/lumpsum) to reach the dream corpus of ₹1 Crore or more.
● Helps in goal-based selling.
STP Calculator
● Helps calculate returns when transferring funds systematically from one scheme to another.
● Perfect for reducing risk when shifting from equity to debt or vice versa.
Step-up STP Calculator (New)
● Shows benefits of increasing STP amount over time.
● Good for clients seeking gradual shift but with increasing exposure.
SWP Calculator
● Calculates how much money can be withdrawn regularly without exhausting the corpus too soon.
● Helps plan retirement income.
Step-up SWP Calculator (New)
● Shows how increasing withdrawals gradually impacts the portfolio.
● Ideal for clients whose expenses rise with inflation.
Retirement Planning Calculator
● Estimates how much corpus is required for a comfortable retirement.
● Helps you start the retirement conversation with data-driven confidence.
Delay Cost Calculator
● Shows how delaying investments impacts wealth creation.
● Creates urgency for clients to start investing early.
Life Insurance Planning Calculator
● Suggests how much life cover a client needs to protect their family.
● Builds trust by focusing on protection before investments.
EMI Calculator
● Helps calculate EMIs for loans and understand impact on cashflow.
● Useful for clients considering home, car, or personal loans.
Income Tax Calculator
● Gives quick estimates of tax liability.
● Allows you to recommend tax-saving investments smartly.
Marriage Planning Calculator
● Helps plan a corpus for future marriage expenses.
● Ideal for clients saving for children’s weddings.
Education Planning Calculator
● Estimates cost of higher education and required investments.
● Great for parents planning for kids’ future.
House Planning Calculator
● Calculates how much to save for a dream home down payment.
● Motivates clients to start early.
Car Planning Calculator
● Plan savings for a new car purchase without disturbing other goals.
Vacation Planning Calculator
● Helps clients plan dream vacations without financial stress.
Conclusion
Being an MFD means balancing multiple responsibilities — planning, advising, and growing client wealth. With reliable software, you don’t just get technology; you get powerful calculators that make your work simpler, faster, and more impactful.
Page updated
Google Sites
Report abuse