Detailed Workflow Management for Mutual Fund Distributors (MFDs) in India

Description

Pawan Kumar Patel and Sahil (Mutual Fund Distributors, I-Mart Infovest Private Ltd, Hissar, Haryana)

Mutual Fund Distributors (MFDs) in India handle complex workflows involving client acquisition, compliance, transactions, and reporting under strict SEBI and AMFI oversight. This expanded paper provides comprehensive details on each workflow stage, regulatory nuances, technology integration, and operational challenges. It draws from established industry practices to support research and implementation in the printing and packaging professional’s documentation needs.