A client may ask you, “How is this fund performing?” To answer, you may need to check the latest NAV, compare the fund with its benchmark, review its portfolio, check the expense ratio and understand other scheme details. An AI - Powered Mutual Fund Research Tool can bring much of this information together, helping you research funds faster and prepare for client conversations.
As your Mutual Fund Business grows, you need to spend more time understanding your clients and managing relationships. Repeatedly collecting fund information from different sources can take away valuable time.
This is where Edge+ Fund Research can help.
When you research a mutual fund, you rarely need just one piece of information. You may want to understand the complete scheme, check its performance, look at its portfolio and compare it with other funds.
With Edge+ Fund Research, you can ask questions about a mutual fund and get the information in a structured format. You can start with a basic fund overview and continue asking questions based on what you want to know next.
This gives you a single place to begin your research before your client conversation.
Before discussing a scheme with your client, you may want to check its key details.
Edge+ Fund Research brings important information together, including:
Instead of checking each detail separately, you can ask edge+ about the fund and get a consolidated overview.
When your client asks about a fund during a call or meeting, this can help you quickly review the information you need before continuing the conversation.
When you discuss performance with your client, a return figure alone may not give you enough context.
Talking about a Fund's benchmark is one of many ways to see what a fund did well. You may, for instance, look at the NAV over time.
Using the NAV performance chart function in Edge+ Fund Research, clients can get the fund's movement, as well as its benchmark comparison, side by side.
You can use different time periods to examine the performance and get a clearer view of how the scheme has moved relative to its benchmark.
This can make it easier for you to prepare for performance-related questions from your clients.
When you research an equity fund, you may want to go beyond returns.
You may want to know:
Edge+ Fund Research brings these areas into your research process.
Instead of collecting each piece of information separately, you can use the research feature to explore the fund from different angles.
This gives you more information to work with when explaining a scheme to your client.
You may have all the information you need, but presenting it to your client is another task.
Preparing a fund one-pager manually can mean collecting data, arranging it, formatting it and making sure the important details are included.
Edge+ Fund Research allows you to generate a clear one-pager that you can share directly with your client's inbox through email.
So, you can move from research to client communication without creating the entire document yourself.
For you as a Mutual Fund Distributor, this can be useful when you need to share fund information with multiple clients while maintaining a consistent format.
You do not always know exactly which report or page contains the information you need.
Sometimes, you simply want to ask a question.
For example, you can start by asking:
"Tell me about XYZ Mid Cap Fund."
Edge+ provides a structured overview of the fund.
You can then continue with:
"Show me the NAV performance chart."
You can keep asking follow-up questions based on your research requirements.
This conversational approach makes it easier to explore a fund without searching separately for every piece of information.
Your clients expect you to answer their fund-related questions with clarity, but researching every scheme manually can take time. Edge+ Fund Research gives you an AI - Powered Mutual Fund Research Tool to explore fund details, performance, portfolio information, peer comparisons and client-ready reports through a simple conversation.
FAQs
1. What Is An AI-Powered Mutual Fund Research Tool?
An AI-Powered Mutual Fund Research Tool can gather key details about a mutual fund together for you. These details can range from returns, benchmark and portfolio to other scheme details helping you to understand how a fund fits into your portfolio.
2. How Can Edge+ Help Mutual Fund Distributors With Fund Research?
With Edge+, a Mutual Fund Distributor not only can get a clear idea of fund details but also analyse performance and be well-equipped for client discussions without having to look through different sources manually.
3. How Can Edge+ Assist Your Mutual Fund Business?
Edge+ AI for MFD Business is a one-stop place for your fund research which makes getting to the relevant information in your client conversations easier and quicker.
