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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.
Very useful inputs. Thanks Hiteshji and thanks Vijay.
Hitesh, you are such an inspiration for the IFAs across the country. Technology is a great enabler. And you are fully capitalizing on that.
Excellent learning. Thanks, Mr. Hitesh.
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