Major Challenges
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End to End Customized Solution For Financial Advisor
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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
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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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