We believe technology is the key driver for business growth.

Quality Technology Solution

Detailed Portfolio Reports

• Client Wise/Scheme Wise/ AMC Wise/Folio Wise
• Add your own folios & check consolidated reports

 Back Office

• Period Wise & Product Transaction Reports
• SIP Collection/ Renewal Reports
• GI & LI Leads

 Commission Statements

• Track your monthly bills
• SIP bills

 Alerts

• Fixed deposit Renewal due for the month
• SIP Renewal due for the month.

 Online Financial Planning Tools

• Crorepati Planner
• Tax Planner
• Child Education planner, Child Marriage Planner, Money Grow Calculator,...etc 

 Online Investments: Invest/ Redeem/Switch online into

• Equity
• Mutual Funds
• IPOs

 Customized Web-site

This service will enable you to share our value adds to your clients and market yourself through that window. In addition to it your clients will have access to view their portfolio valuation. The website will be powered with advance research tools, calculators, ads etc. which will help you to boost your business