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Exciting new idea for robo – IFA jugalbandiGajendra Kothari, Etica Wealth, Mumbai

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Key Take-Aways
  • In order to be cost effective, it has to be high touch and high tech for large ticket clients while it is high tech only for small ticket clients. Platforms allow you to do that.

  • Platforms now have lot more features such as biometric KYC which make client on boarding even smoother.

  • Many platforms are also integrated with data analytics which give clients data on the fund and allows them to make decisions like top up.

  • Platforms also gives advisors insight on clients behaviour like how many are invested in this fund. This gives team members insight on working with clients.

  • You can now sign up with a robo platform for 10 bps of your trail commission and leverage their entire infrastructure to serve your clients

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Comments Posted
Swaraj Wealth ARN NO :Swaraj Wealth Management Pvt L jabalpur, 12 Jun 2018

This point is not clear, Please elaborate "You can now sign up with a robo platform for 10 bps of your trail commission and leverage their entire infrastructure to serve your clients"

Oraculo ARN NO :79502 Ahmedabad, 12 Jun 2018

Which Platform is providing services on a AUM Bases? Any fixed cost Plus AUM base charges? How morning star helpful with BSE STARMF ? Any integration for BSE STARMF Members?

Namit ARN NO :110916 Ahmedabad, 12 Jun 2018

Interested

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