Major Challenges
If you are facing similar challenge(s), then you have come to right place.
What You Get?
Totally customizable Investing and Monitoring Platform for your Clients
Ideal for IFAs, Brokers and Banks
Access To Digital Multi Asset Trasaction Platform and Tech Team which works closely with your Sales and Advisory Team.
End to End Customized Solution For Financial Advisor
Request A DemoHow Do We Help Financial 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
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Contact Us
Address
#205, 1st Floor, Oxford TowersOld Airport Road
Near Manipal Hospital,
Bangalore - 560 017
Address
#814, 7th Floor, Oxford TowersOld Airport Road
Near Manipal Hospital,
Bangalore - 560 017
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