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Today's customers are used to getting services in real time in many areas of life and expect the same from their IFA. Not being tech savvy can cause an image problem and cause you to lose clients.
Today's customers are tech savvy and so IFAs have to be willing to adopt technology that offers seamless services such as seeing their statements instantaneously.
For IFAs unsure about allowing clients to transact on the platform have to remember that while many clients may not use the facility, they expect to have that flexibility.
Change is inevitable and so IFAs have to move forward. Platform allows you to use as a sales tool and by collaborating with NSE or BSE, it helps you to transact as well.
1. The monthly fee for a platform is high and cant afford for a beginner. 2. Guidance from AMCs on platforms are less.
1.Platform membership fee is bit high for biggner. 2.sales team commitment is high service is poor.you can check online reviews. 3.sub broker providing demat platform is forceful. 4.AMC direct platform are good and free but not consolated for ifas 5.OTM cancelation procedure become difficult task if investor keeps changing bank account.as per my talk with some banker they told OTM does not stop in few public banks investor need to keep tap on it. 6. Lumsum invt is not hassel and only sip is bit hassel and consolated stmt is imp. Platform with only yearly fee, consolated stmt, with cancel otm facility and cancel sip facility online will survive.
