Wealth Forum Tv

Your client profile should guide your platform choicePrakash Shetye, Investment ideaz, Goa

Share this Video :
More From :platform point
Key Take-Aways
  • Platform choice should be guided by client segment.

  • If your requirement is only transaction execution, go to an exchange platform or MF utility. It may be best suited for advisors with retail clients.

  • If you are looking beyond broking and fee-based, you need a sub-broker platform. It may be more suitable for advisors with HNI clients who have specific needs.

Share your comments
(Type INV if you are an investor)

Copyright 2017   All Rights Reserved.Wealth Forum Ezine