Mutual fund distributors
Quarterly reviews for every family on your book.
You serve hundreds of families, often across several relationship managers. Brhannivesh gives each of them a consolidated quarterly review in your name, without a week of spreadsheets.
What your practice is up against
The quarter, as it usually goes.
- i
Statements from everywhere
Clients hold funds across many AMCs, alongside shares, deposits and policies you did not arrange. They still expect you to show them the whole picture.
- ii
Scale without staff
A practice of 300 families can mean thousands of statements each quarter. Most of that time goes into gathering, not conversation.
- iii
Conversations that keep families
Missed SIPs, idle maturity proceeds and goals falling behind are the moments a timely call matters most.
How Brhannivesh fits
Built around how you are registered.
- ARN and EUIN on every report
- Your registration details and the scheme disclosures distributors carry are placed on the notes page automatically.
- SIP and mandate checks
- Missed instalments, paused SIPs and mandates nearing expiry are flagged for follow-up before the next review.
- Maturity calendar
- Deposits, bonds and policies maturing in the next 60 days, across all families, in one list.
- Branches and relationship managers
- Assign families to relationship managers, approve reports in batches and sign them off in the RM's name.
Questions
Asked by mutual fund distributors.
Also serving registered investment advisers? Read about that practice.
Can I include holdings I did not distribute?
Yes. If the client's statements include them and the client has consented, they appear in the consolidated view and are labelled by source.
Does Brhannivesh suggest schemes to switch into?
No. Points for discussion describe what has changed in the portfolio. Product choices remain part of your conversation with the client.
How do clients send their statements?
They can forward their consolidated account statement to an address set up for your practice, or you can upload statements in bulk.
Reply slip
No. 001 · Q4 2026
Write your firm's name.See it on the cover.
Every report Brhannivesh prepares goes out under your name. Type it below and the cover on the right updates, the same way it will for each of your client families next quarter.
Signing up takes about two minutes. Your login details arrive by email.
Your Firm Name
Quarterly review
The Rao
Family
Prepared by Your Firm Name for the Rao Family
October - December 2026