What role does goal-based investing play in mutual fund software for distributors in India?

Goal-based investing in mutual fund software for distributors in India aligns clients’ portfolios with their specific financial objectives like car planning, house planning, etc. This personalized approach helps clients stay on track to meet their goals, improving overall satisfaction. For more information, visit https://wealthelite.in/

What role does goal-based investing play in mutual fund software for distributors in India?