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
IFA-Planet is the best and most affordable mutual fund software for financial advisors. Now I do not have to worry about the client service at all
IFA-Planet software has made all my back office operations easy and handy. A must have technology solution for mutual fund distributors.
This software has given me an ease to manage my whole mutual funds distributor business. I can make online transactions, give instant support to my clients and lot more. This is the top mutual fund platform in India
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.
