SME Times is powered by   
Search News
Just in:   • Chips, smartphones help Samsung deliver strong Q3 results  • Agridex's rally likely to continue on bullish demand for food items  • Non-central employees now under LTC cash voucher scheme  • Tech Mahindra bags Rs 400 cr contract from HAL  • Solar power in Africa is set to surge: Report 
Last updated: 15 Nov, 2017  

Prudent Launches Online Empanelment Process for IFAs

Business Wire India | 14 Nov, 2017
Prudent Corporate Advisory Services Ltd. (Prudent) has launched online empanelment process for IFAs. Now, IFAs can become Prudent Partner by following 5 simple steps. The process is completely paperless and IFAs can immediately start their business with Prudent.

Prudent, through its dedicated portal Prudent Connect, provides online platform to IFAs to grow and expand their business.

Advantage Prudent:

Ideally, IFA should spend more time on acquiring new clients, advising clients, educating clients about markets and investments and reviewing portfolio periodically.

But majority of the IFA’s time goes into -

    Continuously following up with 40 AMCs
    Transaction related work
    Back office and Customer Services related work
    After sales services - Maintaining records, preparing account statements, etc.
    Brokerage Reconciliation
    Query Resolution

Due to this they get very less time to focus on their business.

The platform addresses this issue and it provides all the features and flexibility which helps an IFA in saving time and trimming costs.

    Dedicated online desk for Partners and Clients
    Client login facility through Partner’s website
    Various analytical tools to grow business
    Secure and user friendly Online Transaction facility – FundzBazar
    Automated form filling
    Mobile App for Partners (Android and iOS) and their clients (Android and iOS)

FundzBazar: Do your Business Anytime and from Anywhere

Now IFAs don’t have to fill forms, visit clients to get the forms signed & to collect cheques and submit forms to AMCs. FundzBazar, the online mutual fund investment platform launched by Prudent, provides online transaction facility to IFAs.

With FundzBazar, IFAs can manage their business and clients anytime and from anywhere irrespective of any geographical boundaries.

Not just that, FundzBazar comes with a unique feature – Partner Initiated Transaction. Here, IFAs can send a personalised transaction request to their clients and the same can be executed with the client’s consent at a simple click and completion of the relevant banking transaction. This not only saves time and transaction cost but also reduces the error and failure rate in transactions.

Partner Recognition:

Prudent organizes Prudent Loyalty Club program every year to recognise and reward the contribution of its Partners. The program is designed to drive new business, increase productivity and demonstrate business value for long term relationship.
 
Print the Page Add to Favorite
 
Share this on :
 

Please comment on this story:
 
Subject :
Message:
(Maximum 1500 characters)  Characters left 1500
Your name:
 

 
  Customs Exchange Rates
Currency Import Export
US Dollar
66.20
64.50
UK Pound
87.50
84.65
Euro
78.25
75.65
Japanese Yen 58.85 56.85
As on 30 Oct, 2020
  Daily Poll
COVID-19 has directly affected your business
 Yes
 No
 Can't say
  Commented Stories
» Turkey criticises Russia for attack on rebels in Idlib(1)
 
 
About Us  |   Advertise with Us  
  Useful Links  |   Terms and Conditions  |   Disclaimer  |   Contact Us  
Follow Us : Facebook Twitter