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

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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.

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