You already track how much your clients have invested, their NAV, performance, etc. But have you ever asked: Do they invest via SIP or Lump Sum more often? Which clients are active (making fresh investments) vs inactive (only sitting on existing holdings)? How frequently do they switch modes (say from SIP to lump sum) or pause SIPs?
These insights aren’t optional—they’re essential for better engagement, tailored advice, and smarter business decisions, and well the top mutual fund software in India helps with just that.
Why Mode of Investment Matters?
Without knowing the mode of investing, you're operating in the dark:
● You can’t nudge a lump-sum investor toward SIP discipline.
● You don’t spot clients who have drifted away (inactive) until it’s too late.
● You lack data to segment and offer personalised communications.
That’s why the best mutual fund software in India, like that offered by REDVision Technologies, now includes features that let you track not just the “what” but also the “how” of investing. The improved Client Report Summary gives you exactly that clarity.
What is the Client Report Summary?
The Client Report Summary is a downloadable report available in top MFD software, meant to give you a snapshot of each client’s activity and investment behavior. Think of it as your control panel — no need to dig into multiple systems or spreadsheets.
With the new enhancements, when you download the Client Report Summary now, you will see:
● Monthly client activity – see which clients are active (making fresh transactions) and which are inactive
● Investment type for active clients – if they invest via SIP or Lump Sum
These two (activity + mode) give you immediate, actionable intelligence — no extra work required.
Monthly client activity
This section tells you, for each client:
● Did they make any transactions (purchase, switch, etc.) this month?
● If not, then they are marked inactive.
● If yes, they’re considered active.
You can filter or sort clients by activity status to focus your follow-up efforts.
Investment mode (SIP vs Lump Sum)
For clients who are active, you’ll also see:
● Whether their latest investment(s) was via SIP
● Or via Lump Sum
● Or a mix (where applicable)
That gives you a quick view of how each client is behaving.
The Benefits for MFDs Like You
Let’s talk about what you gain from this improved Client Report Summary:
● Better client engagement
You can identify inactive clients (who haven’t transacted this month) and send reminders, check-ins, or educational material to re-engage them.
● Clear understanding of investment patterns
See which clients prefer SIP vs lump sum — that helps you tailor your advice and suggests cross-selling or nudges.
● Smarter portfolio decisions
If many clients are only investing lump sum, you might run campaigns to promote SIPs for better rupee cost averaging.
● Segmentation & automation
You can segment clients by mode (SIP vs lump sum) and design targeted email or SMSers accordingly.
● Time-saving & efficiency
No need to dig through multiple reports or raw data. The Client Report Summary gives you the essentials in one place.
● Better record-keeping & compliance preparation
You’ll have documented proof of how clients chose to invest — helpful for audits or regulatory queries.
● Business growth & insights
Over time, you can spot trends: Are more clients moving to SIP? Are lump sum investments going up? Use that to shape your communication, product mix, and sales push.
Conclusion
Just knowing how much your clients have invested is not enough. You need to know how they invest — via SIP, lump sum, or both — and how active they are.
So, if you’re using software that supports this, make sure you leverage it fully. If not, it might be time to move to a platform that gives you this depth of insight.
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