Investment Management Software Questions & Answers

AI enhances portfolio and investment management software by providing tools for Advanced Data Analysis that identify patterns and trends that may not be immediately apparent to human analysts. AI also aids in identifying and mitigating potential risks within investment portfolios. One can make informed decisions regarding market entry and exit to maximize profits and minimize losses using AI.

To Invest in Sovereign Gold Bonds (SGBs) Using FundExpert, follow the steps below:

• Open your FundExpert account
• Navigate to the 'Investments' or 'Sovereign Gold Bonds' section
• Choose the current SGB issue available for investment
• Enter the investment amount
• Complete the transaction as per the platform's instructions.

FundExpert allows users to download the Statement of Account (SOA) in various formats, typically including PDF and Excel. For specific format options, you can refer to the 'Reports' or 'Statements' section within your account.

FundExpert Assist MFDs in Improving Client Engagement by providing them with functionalities like comprehensive reporting, multi-asset transactions, automated data synchronization and digital onboarding.

To Add a New Client in FundExpert, follow the steps given below:

• Open your advisor account on FundExpert
• Navigate to Client Management
• Enter the necessary Client Details
• Follow the prompts to complete the client's onboarding process, including any required documentation.

To Enable Redeem Option for a Client in FundExpert, follow the steps given below:

• Open your advisor account on FundExpert
• Choose the client for whom you wish to enable the redeem option
• Navigate to the client's account settings
• Enable the redemption feature
• Save Changes

To File Income Tax Returns Using FundExpert, follow the steps given below:

• Open your FundExpert account
• Go to the 'Tax Services' or 'Income Tax Filing' section
• Provide the necessary financial documents and information as prompted by the
• Verify the accuracy of the entered information
• Submit your tax return

To Update Nominee Information through FundExpert, follow the steps given below:

• Open your FundExpert account
• Go to the 'Profile' or 'Account Settings' section
• Locate the 'Nominee Information' section
• Enter or modify the nominee details as required
• Save the updated information to ensure the changes take effect.

Mutual Fund Distributors (MFDs) can enhance their services by using FundExpert, which offers a wide range of tools for managing client investments across multiple asset classes. FundExpert provides features such as portfolio reporting, seamless transaction capabilities, paperless customer onboarding, and automated data synchronization. These functionalities are designed to streamline operations and improve client engagement.

To Compare Different Mutual Funds in FundExpert, follow the steps given below:

• Open your FundExpert account
• Navigate to the 'Mutual Funds' section
• Select the 'Compare Funds' option
• Choose the mutual funds you wish to compare
• Review the comparative data, including performance metrics, risk factors, and other relevant details.