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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

Mr. Vinay Shahagadkar, Pune
Mr. Rahul Kirpekar, Pandharpur
Mr. Pardeep Dhuria, Ludhiana
Mr. Ashutosh Sood, Chandigarh
Mr. Tarun Sood, Shimla
Mr. Kamal Khurana, Ludhiana
Mr. Prashant Patil, Kolhapur
Mr. Pankaj Jain, Indore

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

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