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Are you looking to enhance your mutual fund business in
today's challenging times? Are your clients asking for online access to their investments? Are your service costs sky-rocketing? Do you wish
to attract more and more affluent customers? |
| Presenting www.partner.fundsindia.com - a premium destination that has been strategically
tailored to give you all the advantages of an integrated online transaction platform, to complement your financial planning and
Value added services to your clients.
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With FundsIndiaPartner have an effective way to attract, retain and service ideal
clients in the digital age. A service that requires differentiation, strategy, and innovative content distribution. |
Connect and Grow!
FundsIndiaPartner lets you connect with your clients across geographical regions, offering them products across the investment spectrum,
giving them the best of both worlds - your planning & advice along with access to cutting-edge technology and services. Direct your
browser to www.partner.fundsindia.com and get the online advantage to grow your business exponentially.
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With FundsIndiaPartner get low cost high value solutions:
- A single contact point for all your clients and dedicated services
- Immediate access to information and source documents
- All transactions will be done online in a convenient, secure, user-friendly, 24x7-available service platform
- Increased data accuracy, productivity and efficiency
- Paperless organization with permanent online databases
- Call center - Supported by knowledgeable service personnel
- Portfolio on your mobile - A 'missed call' will get your portfolio on your mobile
- Chat on the website - Live chat with customer service personnel
- Query Tracker - 'Ask us' and it will be answered and tracked for your reference
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Value added services
- Customize your web panels with your logo / name / service provider. Create accounts based on investment strategy, keep
track of your clients/prospects and customize templates for investment proposals
- Get trigger facility on ALL mutual funds
- Value cost averaging investment plan (VIP) & Value cost averaging transfer plan (VTP)
- Prepackaged portfolios on Mutual Funds & Equities
- Different modes of SIP including Alert SIP, Portfolio SIP, Flexi-SIP, SIP on ETFs
- Comprehensive, integrated financial planning tool, consolidation of family's investments, auto calculation of capital
gains
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SERVICING NRI CLIENTS WITHOUT GEOGRAPHICAL LIMITATIONS
With FundsIndiaPartner can reach out to NRIs without the cumbersome procedures like mailing forms abroad.
After the initial sign-up, the entire process is online with 24x7 access.
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NON-COMPETITIVE SERVICES
FundsIndiaPartner is here to support you in your business and not compete with you. You have secured access and we only work to
facilitate your connection.
At FundsIndiaPartner we adhere to the highest standards of client confidentiality.� If for any reason The Partner should decide
to cancel the account, FundsIndiaPartner will transfer back all registered clients and AUM, as per the agreement.
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- Partner signs up with FundsIndiaPartner
- Partner uploads or creates client information in FundsIndiaPartner
- FundsIndiaPartner generates user ids, documents for client signature
- Once client account opened, investments can start
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