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My BIG IdeaAnand Sathe, Pune

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Key Take-Aways
  • Ultra short-term and liquid funds gave new clients a taste of a mutual fund experience. As they got more comfortable, we were able to tap into their savings for more investments.

  • Getting onboard the BSE platform, business has grown by 50% in last 6 months. With digitalization, process is smooth, transparent, time saving and most importantly, error less.

  • With physical applications, there was more chance for error and fixing them took time. With more time freed due to digitalization, there is time for more interaction with clients and also opportunities to educate them.

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