IFA-Planet : Software for Financial Advisors, mutual fund software,online mutual fund portfolio, mutual fund portfolio viewer

Are you a Financial Advisor?

And working on your own ARN code?

But still not using any Technology to manage your Business?

Join Us Now

CAMS Our Mission.. Your Growth — Mailback Supported

FRANKLIN TEMPLETON INVESTMENTS — Mailback Supported

SUNDARAM BNP PARIBAS — Mailback Supported

New Age TECHNOLOGY for FINANCIAL ADVISORS

Advisors can now manage all segments to strengthen their advisory business with the unique features like:

Client Management
Family Management
Consolidated Portfolio Reports
Portfolio Analysis
Integrated SMS and Email Facility
Client Login Facility
Inbuilt Mutual Fund Research

Easy, Fast and Accurate REPORTS, All in Real Time

Get all the reports in just one click. Help your clients to plan their future with these detailed and easy portfolio reports which consist of..

Single view portfolio reports
Single view of Family’s Valuation
Send valuations via SMS/Emails
Asset allocation analysis
Top holdings and Sector exposures
Running & historical SIPs
Pre-printed Transaction Slips

Works with Any Device, with the cloud advantage

Advisors can now support their clients Anytime, Anywhere. They can respond to any queries, give real time portfolio details, suggest and have control over their business 24*7.

Advisor’s life has become very easy. Now he can save time from hectic after-sales services and can invest to focus their business.

AFFORDABLE

We have worked our way to make it more affordable for every IFA, with a dream to join their hands with revoluationary New Age Technology

TIMESAVER

Helping IFAs to deliver all operational task just in few minutes. Now they have more time to increase productivity.

BRAND CREATOR

Now support your clients even better than the corporates and create your own Brand Identity

VALUABLE

Delight your clients with personlized Logins and give them the experience of the most powerful and professional portfolio management portal of All Time

ADVISORS USING IFA-PLANET

See the leading IFAs who are growing their advisory business with the help of IFA-Planet

WHAT ADVISORS SAY

I highly recommend IFA-Planet for advisors because it directly coorelated with an increase in Productivity, Client Satisfaction and grip on our Business.
I think it's going to be extremely beneficial for our advisor community to adopt technology like IFA-Planet. Its Easy, Accurate and the most important is its Affordable.
My favourite thing about IFA-Planet is the Ease of use, excellent one view of Portfolio Report and accessibility on my Mobile. My business is on my Hand now.

ASHUTOSH SOODLeading IFA, Chandigarh

HARISH KRISHNANILeading IFA, Bhopal

VINAY SHAHAGADKARChintan Wealth, Pune

ADVISOR'S PERSONAL FACTS

See how Advisors feeling improvement after using IFA-Planet

Increase in Productivity 93 %

EASE OF USE 92 / 100

BRAND VALUE CREATION 123 %

CONTROL ON BUSINESS 172 %

Business Management

SALES & MARKETING

THE TEAM

Our team maintains an effective mix of development experience and seasoned leadership in order to provide innovative strategies and solutions required to meet the needs in Financial Advisory market. Our team relies on unparalleled project management, monitoring and evaluation, information technology, risk management, team management, and stakeholder management experience in order to ensure our clients’ success.

Paresh, a technofinancial person who is well known in the financial industry with over 13 years of experience and last 9 years in financial technologies, project in the areas of financial management, mutual funds, strategic & financial planning, monitoring & evaluation.

PARESH MADANI

CEO & Founder

A TED Speaker, She’s a traveling teacher who teaches entrepreneurship in several ivy-league business schools around the world including Princeton, London School of Economics and National University of Singapore, overseas and in India in IIM–A, IIM–B, IIM–L and ISB. .

NANDINI VAIDYANATHAN

CHIEF MENTOR

Hitesh has 7 years of proven experience in Client Servicing and Operations in one of the esteemed bank in India.

HITESH SONI

COO

GET REGISTERED YOURSELF TODAY!

SIGNUP NOW