Mutual Fund Direct Plan can ban?
No. of Comments: 0
(Posted On: 31-Mar-2021 by DEBKUMAR BERA,SOUTH 24 PARGANAS,ARN-164549
Dear Sir, I also a IFA, started business from 22/06/2019. Now in this days i sa...
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Comprehensive Financial Planning Software
No. of Comments: 0
(Posted On: 30-Jan-2021 by Nikhil Kale,Pune,102290
Dear Advisors, This is Nikhil Kale from Pune. I have 13 years of experience in Financ...
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Is the liquid fund - Amazon Gift Card offer compliant?
No. of Comments: 7
(Posted On: 06-Aug-2020 by Vijay Venkatram,Mumbai,WealthForum
So there's been a lot of noise around the tied offers from Oro Wealth and Kuvera wher...
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Annual reporting of high value transactions
No. of Comments: 12
(Posted On: 06-Aug-2020 by Kumaraswamy C V,Bangalore,Ancaps
I am kumaraswamy c v, MFI from Bangalore. I am also a Chartered Accountant by qualif...
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Online Mutual Fund App, SIP Share - Imperial Money
No. of Comments: 0
(Posted On: 03-Aug-2020 by Deep Gajbe,Nagpur,Imperial Finsol Pvt.Ltd.
Hello All, I just want to share that I have developed mutual Fund Investment App for...
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Transfer of AUM of IFA to his own HUF
No. of Comments: 0
(Posted On: 17-Jun-2020 by RANJAN KUMAR SEHGAL,jalandhar,13210
i just want to know that if one distributor as an individual is arn holder. Now he ...
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Ultimate FinPlan - Free App with Financial Calculators & Articles
No. of Comments: 0
(Posted On: 08-Apr-2020 by Nikhil Kale,Pune,Ultimate Finplan
Hello All, I have developed new Ultimate FinPlan mobile app with core objective of s...
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Should AMC employees obtain EUIN ? They too can mis sell
No. of Comments: 0
(Posted On: 31-Jan-2019 by Anonymus,XXXX,XXXX
AMC employees today don't have EUIN while they are involved in sale of Direct MF. A c...
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What is GST software? How to use it?
No. of Comments: 0
(Posted On: 28-Nov-2018 by Ramanadhan,Patna,GST
I am getting one GST software. It is working with very bad and i am not taken any inf...
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Good Software for Mutual Funds
No. of Comments: 3
(Posted On: 11-Oct-2018 by Tanya Dere,Mumbai,ARN-125970
Hello fellow IFAs, Can you please provide your valuable feedback on the most suitabl...
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