To subscribe to our emailers, all you have to do is fill in these basic details and click the Submit button. You will start receiving regular mails from Wealth Forum updating you on fresh content on our site.
Platform has been very successful and IFAs are onboarding many clients through mobile app. Also, features have been added based on partner feedback.
Now eKYC is available. Emandate will also soon be available. 900 banks have been added to the net banking facility and so customers in B-centers are also able to access.
Clients are only interested in data of their particular fund holdings and so platform offers that data. Output gives family member wise data, sector wise as well as goal wise data in easy readable format.
For clients not comfortable with investing through net banking, platform has made offline to online option available. While purchase is offline, activities such as redemption can be online.
