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Resources
Insights & Guides for MFDs
Practical articles, how-to guides, regulatory updates, and business growth tips curated for India's Mutual Fund Distributors.
The Legal Checklist for a Compliant MFD Succession
A compliant MFD succession needs ARN mapping, client consent, data transfer, contract updates, and regulatory alignment with AMFI and SEBI.
SEBI Compliance and Platform Switching: What Every MFD Must Verify First
Before switching MFD platforms, verify SEBI and AMFI compliance for data handling, ARN mapping, KYC, FATCA, and audit readiness.
Who Owns Your Client Data? A Guide to Data Portability Rights for MFDs
Client data belongs to your MFD practice, not the software vendor. Learn how to protect your data portability rights and avoid vendor lock-in.
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