Can I Track SIP Data Individually for Family Members in Mutual Fund Software in India?

SIP is the backbone of an MFD’s business. You handle hundreds of SIPs every month—and tracking them can get messy, especially when multiple family members invest under one family code.

You need a system like mutual fund software in India that shows:

●    Clear data for each investor.

●    Easy tracking without manual work.

●    Actionable insights for better advisory.

Many distributors struggle to give personalized advice because family SIPs are often viewed as a single number. Without seeing individual data, it’s hard to guide clients on their goals, suggest top-ups, or spot potential issues. That’s why having a member-wise SIP report is a game-changer.

View Member-Wise SIP Reports in Family View

What Changed

●    Earlier: Only a total SIP amount for the whole family.

●    Now: Separate SIP data for each member—right inside the family view in the top mutual fund software in India.

Why It Helps

●    Personalized Services– See individual SIP performance.

●    Better Tracking – Spot increases, decreases, or missed SIPs per person.

●    Faster Reporting – No manual sorting—data is ready instantly.

With this feature in Wealth Elite, you can quickly understand each family member’s financial goals, track their progress, and provide advice that’s specific and actionable. It saves you time and helps your clients feel truly seen and supported.

Benefits for MFDs

1. Personalised Client Conversations

●    Show each member their SIP progress.

●    Give goal-specific advice instead of generic numbers.

2. Spot Growth Opportunities

●    Identify under-investing members.

●    Suggest top-ups or new schemes.

3. Save Time & Reduce Errors

●    No Excel filtering needed.

●    Instant member-wise reports in one click.

4. Build Stronger Trust

●    Clients value transparency.

●    Clear data avoids confusion about “who invested how much.”

How It Works

●    The software groups all members under a family code.

●    It still tracks each SIP individually—scheme, amount, start date, performance.

●    You can switch between family and member view instantly.

●    Reports are ready to download, email, or present in meetings.

This also makes it easier to compare investments across family members, identify patterns, and help clients plan for different goals—like retirement, children’s education, or buying a home. A small insight can make a big difference in your client conversations.

Why This Matters

In today’s competitive market, small details set you apart.

 Most MFDs show only combined numbers—member-wise SIP tracking shows you care about each investor’s unique goals.

It turns your reports into personal financial stories—and that builds lasting relationships.

Final Words

SIPs are your business backbone. With member-wise SIP reports in family view, you get clear data, better advice, and happier clients.

It’s a simple update—but it changes how you work, and how your clients see you.