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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?

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 Demo

How 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

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
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