FundsIndiaAdvisor.com is an online medium for financial advisors like you to connect with clients across geographical barriers, grow business , access cutting-edge advice delivery tools and services and engage in a culture of shared experience and expertise with other advisors to increase the levels of success and value in your practice.
With FundsIndiaAdvisor.com you are no longer restricted to the confines of your city / state. You can now spread your services across geographies and service clients from anywhere in the world. Your clients can also access their account from anywhere. FundsIndiaAdvisor does not require any software or additional downloads. Just a computer with access to the Internet and you are all set to go.
Offer your clients the freedom to invest in all the financial products available today. FundsIndiaAdvisor.com has partnered with all the leading Mutual Fund companies to bring your clients over 3,500 schemes. Our equity section gives you access to all scripts and trades at rates that stay competitive at all times. You can also get access to Deposits, Bonds, Pension Schemes, Insurance Policys, NFOs and more.
FundsIndiaAdvisor.com comes packed with a wealth of ”Systematic Investment Tools” that guarantees discipline and logic in your investments. You can choose from a wide range of ”Systematic Investment Plans (SIPs)” which will help your clients invest regularly. The following SIPs are exclusive to FundsIndiaAdvisor.com
As an advisor on FundsIndiaAdvisor.com, you can add your clients offline investments and
enable them to contribute to his or her long term goals. Investments that have already been made physically and not through FundsIndiaAdvisor.com can be added onto the clients login and tracked online with ease