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Acquire and retain clients
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Client Presentations Downloaded
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Assets Under Tracking
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Clients Served
Acquire Clients
Get access to consolidated mutual fund portfolios. Enhance client experience with detailed investment proposals and insightful analytics.
Retain & Engage
with Clients
Use real-time market insights, product knowledge, and portfolio analysis tools for practice client engagement and personalized guidance, ensuring long-term relationships.
Access Investment Opportunities
Get Easy Access to unique investment oppurtunities, such as unlisted shares and startup equity, supported by through due diligence conducted by our expert product team.
Effortlessly retrieve client mutual fund
portfolios from various brokers
Get access to a complete suite of client acquisition tools.
Designed for IFAs/MFDs, Banks, Wealth & Securities Firms
IFAs/MFDs
Banks/Wealth/Securities firms
1
Build consistency and get your entire team talk the same market view, same product pitch, portfolio construction in line with approved framework and high quality of portfolio presentations.
2
Be assured that your brand is being carried well by your RM team.
3
Power your RM apps using our APIs or opt for our whitelabelled solutions-either way, your RM would fell empowered with knowledge, intelligence, quick turnarounds.
Smarter technology at your fingertips
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Testimonials
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