FinnSys Software | ARM Fintech Consultants Pvt Ltd - Blog , MF Industry UpdatesFinnSys Software | ARM Fintech Consultants Pvt Ltd - Blog , MF Industry Updateshttps://www.armfintech.in/blogs/mfupdatesFri, 03 Apr 2026 20:35:16 -0700http://zoho.com/sites/<![CDATA[Monthly Fund Monitor Report - 1st Feb 2025]]>https://www.armfintech.in/blogs/post/monthly-fund-monitor-report-1st-feb-2025A : Equity  ]]>

Watch our Latest Fund Monitor Report 

A : Equity 

]]>Tue, 28 Jan 2025 19:02:57 +0530<![CDATA[Getting Started with your ZOHO Set Up ]]>https://www.armfintech.in/blogs/post/getting-started-withStep 1 : Think about the modules in your Business Leads Clients Associates Vendors( AMC , RTA etc) Task Deals/ Transactions Meetings/ Appointments All Staff ]]>

Step 1 : Think about the modules in your Business


Leads

Clients

Associates

Vendors( AMC , RTA etc)

Task

Deals/ Transactions

Meetings/ Appointments

All Staff E mails / Desk

Proposals

Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos


Step 2 : Create your Pain Area and Automation requirement in each of these modules

Leads :

  • You will import all bulk leads and then keep adding to your references or any prospect in the lead section
  • Must have an automation of sending an introductory whatsapp or E mail or both at the time of addition
  • Automatic task should be created to follow up on the lead - 5 days, 15 days and then 3 months and then 6 months and then 1 year etc till when it gets converted or gets into junk
  • As a staff you want to see the leads mapped to you
  • As an admin you need to see the report of total lead vs converted leads, junk leads, pending leads etc
  • You have to decide at which stage you will move a lead to client section

Clients

  • You will import all existing clients from your MF Software or you can fetch through API
  • You will choose an unique identifier to know that these are converted clients
  • You will choose the unique identifier to know that these are yet to be converted clients ( under progress)
  • Must have an automation of sending a welcome message/mail on 5th day then training message on 30th day, then review reminder on 90 days etc
  • Automatic task should be created to follow up on 3 months, 1 year , birthday etc
  • As a staff you want to see the customers mapped to you
  • As an admin you need to see the report of total customers vs active customers, dormant customers etc

Task

  • You should get into a habit of assigning task to any of your staff through ZOHIO task management
  • You should get into habit of creating task for yourself also
  • You should check total task status - pending, completed etc

Deals/ Transactions

  • You should create Deal for every thing - unit sell or Unit repurchase
  • You should record the discussion on every deal

Meetings/ Appointments

  • You should create meeting link for every online discussion with customer for a recorded discussions
  • You may share the recording links with your customer

All Staff E mails / Desk

  • Create a single E mail ID and map in ZOHO
  • Manage all your E mails at one place
  • Assign auto or manually the tickets to each RMs or support executives

Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos

  • Create Zoho Campaign page
  • Create Zoho Sites
  • Create Zoho Blogs

Step 3 : Fill up our survey Questions and send us to get your Set up ready !

Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos



]]>Sun, 14 Jul 2024 07:58:43 +0530<![CDATA[Join for DDQ training session]]>https://www.armfintech.in/blogs/post/Importance-of-DDQ-in-MFD-business

What is the importance of DDQ in MFD business ?

As per SEBI circular No. Cir/IMD/DF/13/2011 dated August 22, 2011, the Asset Management Companies (AMCs) are required to conduct due diligence in respect of mutual fund distributors (MFDs) . In this regard, AMFI has been organising unified due diligence of MFDs on behalf of participating AMCs by engaging the services of professional Chartered Accountants / consultancy firms, so as to avoid duplication of efforts by multiple AMCs and to ensure process efficiency. All distributors identified by AMFI on the basis of the aforesaid criteria, are required to undergo a unified due diligence.

Currently , DDQ is compulsory for those MFDs who meet any of the following criteria, in order to regulate the distributors:

a. AUM raised over ₹100 crore across the industry in the non-institutional category but including high net-worth individuals.

b. Commissionreceivedofover₹1croreduringtheyearacrosstheindustry. c. Commission received of over ₹50 lakh from a single mutual fund.

d. Multiple point presence in more than 20 locations.


However it is recommended for all MFDs to strengthen their business and grow it bigger and better !

Session Joining Link
]]>Wed, 28 Feb 2024 11:37:33 +0530<![CDATA[See you on 1st Jan 2024 at Kanpur]]>https://www.armfintech.in/blogs/post/FFF-Professional-Meet-at-KanpurDo come, interact and learn all about your MFD business. Join us at 10 am at Hotel Vijay Continental, Kanpur for whole day power packed knowledge sess ]]>

FFF ( Financial Freedom Fraternity) Professional Meet, kanpur

Do come, interact and learn all about your MFD business. Join us at 10 am at Hotel Vijay Continental, Kanpur for whole day power packed knowledge sessions

]]>Tue, 30 Jan 2024 21:39:12 +0530<![CDATA[See you on 31st Jan 2024 ( Wednesday)]]>https://www.armfintech.in/blogs/post/FFF-professional-MeetDon't miss this power packed day program for Lucknow MFDs]]>

FFF ( Financial Freedom Fraternity) Professional Meet

Do come, interact and learn from your fellow MFDs of Lucknow. Join this power packed session at 10 am at Hotel Silvette. Its a whole day program with multiple educative sessions and panel discussions

]]>Tue, 30 Jan 2024 21:03:58 +0530<![CDATA[Advantage of integrating NSE NMF II APIs]]>https://www.armfintech.in/blogs/post/advantage-of-integrating-nse-nmf-ii-apisThe video is a part of our regular training sessions delivered under Finnsys Academy ]]>

Watch this comprehensive video to learn all about NSE NMF II API integration with Finnsys Software and see the live demo of its key advantages

The video is a part of our regular training sessions delivered under Finnsys Academy

Watch Now
]]>Thu, 25 Jan 2024 02:16:10 +0530<![CDATA[MF Industry data - May 23]]>https://www.armfintech.in/blogs/post/mf-industry-data-may-23This is a monthly report of MF industry as sourced from AMFIINDIA.com The report will help you to understand the ongoing trend in the MF Industry]]>

Solution Oriented Funds were trending this month

Retirement Fund and Children Funds have garnered more than 300 crs in the month of May 23. On the other hand Midcap and Small Cap funds saw positive inflows and were the attraction for most of the investors. Largecap funds and focussed funds were in net negative during the month. On the Debt side, Short duration and Ultra Short duration schemes did well as compared to other schemes

]]>Sun, 07 May 2023 01:40:44 +0530<![CDATA[Build a Great App by using external API]]>https://www.armfintech.in/blogs/post/about_api_integrationAPIs are mechanisms that enable two software components to communicate with each other using a set of definitions and protocols. For example, the weather bureau’s software system contains daily weather data...]]>

APIs are mechanisms that enable two software components to communicate with each other using a set of definitions and protocols. For example, the weather bureau’s software system contains daily weather data. The weather app on your phone “talks” to this system via APIs and shows you daily weather updates on your phone.

What does API stand for?

API stands for Application Programming Interface. In the context of APIs, the word Application refers to any software with a distinct function. Interface can be thought of as a contract of service between two applications. This contract defines how the two communicate with each other using requests and responses. Their API documentation contains information on how developers are to structure those requests and responses.

Some important 3rd Party APIs for a Financial Services App

Most of the MF distribution application need following APIs to make it useful and customer friendly :

 

  • NSE NMFII API : For enabling Online transaction in your application
  • BSE Star MF API : For enabling Online transaction in your application
  • MFU Utility API : For enabling Online transaction in your application
  • CAMS E KYC API : For creating Online KYC for new On boardings
  • Advisor Khoj/ Morning Star etc : For presenting scheme wide data and charts
  • PaySprint/ Bill Avenue etc : For enabling PAN card creation, Online payments and other Bill Payments
  • Policy Anchor/ Policy Bazaar etc : For presenting Insurance Quotes and comparison along with Online buying
  • Finnsys 360 API : For presenting complete customer data through RTA feed

How to get these APIs ?

All these APIs are available at free or reasonable annual charges, from the respective entities. We provide full support in getting these APIs in case the app development is done by us. APIs are classified both according to their architecture and scope of use. We have already explored the main types of API architectures so let’s take a look at the scope of use.


Private APIs

These are internal to an enterprise and only used for connecting systems and data within the business.

Public APIs 

These are open to the public and may be used by anyone. There may or not be some authorization and cost associated with these types of APIs.

Partner APIs 

These are only accessible by authorized external developers to aid business-to-business partnerships.

Composite APIs 

These combine two or more different APIs to address complex system requirements or behaviours.

Can we get Counselling for our App ?

We provide our senior resource for Rs 25000/- one time , for a complete counselling session on the app building. Such session consist of 4 classes and it will help you in creating a sketch of your project. This session does not put you into any obligation to get the mobile application build through us. 


Drop a message in our contact section, we will get back to you for more details. Follow us on your favourite Social Media

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