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    Financial Advisors : Meet your Technology Partners

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    Scale up Business through our Modern Digital Platform

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    Intelligent Automated Advisory using next generation Tech

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    Major Challenges

    If you are facing similar challenge(s), then you have come to right place.

    Customer Acquisition Cost

    Cost of Aquisition of Client Is High

    Retaining Clients

    Retaining Customers is a challenge.

    Servicing Cost

    Servicing cost of cusomers is high.

    What You Get?

    End to End Customized Solution For Financial Advisor

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    How Do We Help Financial Advisors?

    For Your Client

    For Sub-Brokers / Advisors

    Paperless Onboarding for Clients

    Support for Physical Mode

    360 Degree with Multi Asset Portfolio Management

    Marketing Insight Modules to help achieve better ROI

    Best UI & UX

    Customer Happiness Module to Enable Personalized and auto communication.

    Mandates in One Click

    Advanced Operations Module

    Portfolio Re-Balancing

    Customizable Advisory Module Integrated with In-House Research

    Robo Advisory

    Goal Tracking

    Some of Our Customers

    Contact Us

    Address

    #205, 1st Floor, Oxford Towers
    Old Airport Road
    Near Manipal Hospital,
    Bangalore - 560 017

    Address

    #814, 7th Floor, Oxford Towers
    Old Airport Road
    Near Manipal Hospital,
    Bangalore - 560 017

    Contact

    080-61970906

    support@fundexpert.in

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