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Technology fuels 14x growth in 6 yrs for Jalgaon IFAHitesh Kakkad, MoneyPlus, Jalgaon

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Here are some of the tools that Hitesh discusses in this video, which can be of use to all IFAs:

 Ditto – Clipboard Manager. This app will keep history of all copy items in a list which can later be pasted without going back again & again. 


·         Everything - Search utility to search files across the PC with lightening fast speed.


·         Followupthen - Software / platform independent & Email based reminder system. Helps in followup of pending tasks where repeated 3rd party followup is required.

Can also be used for internal reminders or to allocate tasks to teams.


·         NAPS2 – Scanning utility to scan docs in PDF / TIFF in super easy way.


·         Finsuite – Super fast client onboarding on BSE / NSE / MFU with Video Kyc without any limit. Prefills all the forms & also does data entry on all the platforms thru API. Saves lot of time & errors.


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Comments Posted
Milind Chitnis ARN NO :Chitnis Financial Planners Mumbai, 10 Dec 2019

Very useful inputs. Thanks Hiteshji and thanks Vijay.

Venkateswaran ARN NO :86724 Chennai, 10 Dec 2019

Hitesh, you are such an inspiration for the IFAs across the country. Technology is a great enabler. And you are fully capitalizing on that.

Asoke Roy ARN NO :50124 Kolkata, 10 Dec 2019

Excellent learning. Thanks, Mr. Hitesh.

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