Wealth Forum Tv

My BIG Idea : Liquid funds on exchange platform for retail investorsAnand Sathe, Pune

Share this Video :
More From :think big
Key Take-Aways
  • Ultra short-term and liquid funds gave new clients a taste of a mutual fund experience. As they got more comfortable, we were able to tap into their savings for more investments.

  • Getting onboard the BSE platform, business has grown by 50% in last 6 months. With digitalization, process is smooth, transparent, time saving and most importantly, error less.

  • With physical applications, there was more chance for error and fixing them took time. With more time freed due to digitalization, there is time for more interaction with clients and also opportunities to educate them.

Share your comments
(Type INV if you are an investor)
ZaEz5u

Copyright 2017   All Rights Reserved.Wealth Forum Ezine