Can Mutual Fund Software in India Help Hide Folio Numbers in Reports?

a adăugat un sunet Alte

2026-05-19 10:59:41 - Translate -

As an MFD, you deal with a lot of sensitive investor information every single day. PAN, bank details, portfolio values — and folio numbers. While most investors are comfortable sharing portfolio performance or valuation reports, folio numbers are a different story. Many investors prefer to keep them private and visible only where absolutely necessary. This is exactly where...

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