Wealth Forum Tv

This platform offers great value to our clients and usRavindra Kulkarni, Jayesh Vikram & Mohan Utagikar, Pune

More From :platform point
Key Take-Aways
  • In catering to many clients, time and distance is a constraint. Platforms helps conquer those issues while helping advisors to scale up the business.

  • IFAs should understand client want updated information and to be aware of their holdings. App not only adds value to client but builds trust and acts as subtle referral tool.

  • Choose a platform that fulfills your needs as well as clients. Platform can be very cost effective and help advisors do certain cumbersome transactions very easily such as keeping track of AUMs.

  • Look for a platform that adds new features by taking feedback from IFAs and updates continuously.

Submit Your Comments
(Type INV if you are an investor)
ZFEiFz

"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "

Comments Posted
ANIL KUMAR VERMA ARN NO :14732 Delhi, 08 Apr 2018

OF A is a wonderful platform to improve the business .

Laxmi M Khanolkar ARN NO :21216 Mapusa Goa, 08 Apr 2018

OFA Clint App gives us portfolio view which help me to grow my business in all assets class. Looking to the client portfolio asset allocation chart, I suggest my client a proper asset allocation portfolio in balance manner. I feel with the help of this platform we can grow our business in proper direction.

Praveen Kumar Kilari ARN NO :6817 Hyderabad, 08 Apr 2018

Not so great. Need to improve a lot. Dedicated MF platform required. there are transaction issues.

Nitin marathe ARN NO :37922 Nasik, 07 Apr 2018

OFA is a wonderful platform The APP helped me to attend the queries instantly The best use to me was after redeemtion, i could serve for LTCG , STCG Regards

Sunil B. Kapadia ARN NO :ARN-13665 Pune, 06 Apr 2018

Thanks for sharing views of these 3-IFAs from Pune on one such platform. I found it interesting. Regards,

Copyright 2017   All Rights Reserved.Wealth Forum Ezine