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Manage your clients, let platforms manage their portfoliosUday Dhoot, Oye Paisa, Bangalore

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Key Take-Aways
  • Customers will go where there is value. So it is up to advisors to decide what kind of value to provide and how to leverage technology. Basic function will keep evolving.

  • Managing the customer will remain high touch but managing the portfolio will go into digital mode.

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Comments Posted
Barun Chandra Dutta ARN NO :21055 MEMARI, 23 Aug 2018

Very very good idea for our client

Tarun sharma ARN NO :138660 Ahmedabad, 23 Aug 2018

Plz calk

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