And working on your own ARN code?
But still not using any Technology to manage your Business?
Advisors can now manage all segments to strengthen their advisory business with the unique features like:
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..
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.
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
Helping IFAs to deliver all operational task just in few minutes. Now they have more time to increase productivity.
Now support your clients even better than the corporates and create your own Brand Identity
Delight your clients with personlized Logins and give them the experience of the most powerful and professional portfolio management portal of All Time
See the leading IFAs who are growing their advisory business with the help of IFA-Planet
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
See how Advisors feeling improvement after using IFA-Planet
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.
