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3 Reasons Your Business is Falling – And How Software for Financial Advisors in India Can Fix That

  • Writer: Waelth Elite
    Waelth Elite
  • 19 hours ago
  • 2 min read

Managing a financial advisory business today is no small task. With demanding investors, rising expectations, and constant market changes—things can get messy. If you’ve noticed your business slowing down, you’re not alone.


But here’s the good news: You’re in the right place. This blog could be your turning point, because we believe the right software for financial advisors in India can solve many of these problems.


Why is Your Business Falling?


Let’s look at the top 3 reasons your business might be struggling, and how technology can help fix it.


Reason 1: Investors Want Everything in One Place


The Problem:

●    Investors want to track mutual funds, stocks, insurance, FDs, etc., all in one place.

●    If you offer only mutual funds, they may look elsewhere.


The Fix:

●    Provide a platform showing consolidated investment portfolios.

●    Let clients track everything—easily.


How Software Helps:


●    Offers multi-asset tracking

●    Delivers consolidated reports

●    Increases investor stickiness


Result: More loyalty. Less churn.


Reason 2: More Investors Are Redeeming Mutual Funds


The Problem:

●    Clients react to short-term news and redeem too soon.

●    You lose AUM and recurring revenue.


The Fix:

●    Share market insights regularly

●    Keep clients informed and calm


How portfolio management Software Helps:


●    Sends automated alerts

●    Shares insights and personalized messages

●    Tracks investor behavior in real-time


Result: Reduced redemptions and better long-term relationships.


An Even Smarter Fix: Offer Loan Against Mutual Funds (LAMF)


Many investors redeem mutual funds during emergencies. But what if you could stop that?

Instead of redeeming, let them borrow with a mutual fund software for IFA like Wealth Elite that enables you to offer Loan Against Mutual Funds – a win-win for you and your investors.


Why LAMF Works:


●    Gives instant liquidity without breaking long-term investments

●    Prevents unnecessary redemptions during market dips

●    Strengthens investor trust


How back office Software Supports It:


●    Displays eligible loan amount right in the investor dashboard

●    Sends alerts on redemption intent, so you can suggest LAMF instead

●    Connects directly with NBFCs and banks for paperless loan processing


Result?


●    AUM remains intact

●    Clients meet needs without selling investments

●    You stay relevant and valuable in their financial journey


Reason 3: Investors Want More Engagement


The Problem:

●    Clients expect updates, personalisation, and goal tracking

●    Manual effort isn’t enough


The Fix:

●    Build a digital connection

●    Stay present via mobile apps and regular updates


How MF Software Helps:

●    Sends automated birthday/anniversary messages

●    Offers investor dashboards

●    Tracks financial goals visually


Result: Better investor experience. Higher satisfaction.


Conclusion


Don’t let outdated methods slow you down. It’s time to go digital. Let software do the heavy lifting, while you focus on what matters: serving your clients.


 
 
 

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