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Are you looking to enhance your mutual fund business in today's challenging times? Are your clients asking for online access to their investments? Are your service costs sky-rocketing? Do you wish to attract more and more affluent customers?

Presenting www.fundsindiaadvisor.com - a premium destination that has been strategically tailored to give you all the advantages of an integrated online transaction platform, to complement your financial planning and advisory services.

With FundsIndiaAdvisor you have an effective way to attract, retain and service ideal clients in the digital age. A service that requires differentiation, strategy, and innovative content distribution.

Connect and Grow!

FundsIndiaAdvisor lets you connect with your clients across geographical regions, offering them products across the investment spectrum, giving them the best of both worlds - your planning & advice along with access to cutting-edge technology and services. Direct your browser to www.fundsindiaadvisor.com and get the online advantage to grow your business exponentially.
 

With FundsIndiaAdvisor you get low cost high value solutions:

  • A single contact point for all your clients and dedicated services
  • Immediate access to information and source documents
  • All transactions will be done online in a convenient, secure, user-friendly, 24x7-available service platform
  • Increased data accuracy, productivity and efficiency
  • Paperless organization with permanent online databases
  • Call center - Supported by knowledgeable service personnel
  • Portfolio on your mobile - A 'missed call' will get your portfolio on your mobile
  • Chat on the website - Live chat with customer service personnel
  • Query Tracker - 'Ask us' and it will be answered and tracked for your reference
 

Value added services

  • Customize your web panels with your logo / name / service provider. Create accounts based on investment strategy, keep track of your clients/prospects and customize templates for proposals and advisory information
  • Get trigger facility on ALL mutual funds
  • Value cost averaging investment plan (VIP) & Value cost averaging transfer plan (VTP)
  • Prepackaged portfolios on Mutual Funds & Equities
  • Different modes of SIP including Alert SIP, Portfolio SIP, Flexi-SIP, SIP on ETFs
  • Comprehensive, integrated financial planning tool, consolidation of family's investments, auto calculation of capital gains
 
SERVICING NRI CLIENTS WITHOUT GEOGRAPHICAL LIMITATIONS

With FundsIndiaAdvisor you can reach out to NRIs without the cumbersome procedures like mailing forms abroad.
After the initial sign-up, the entire process is online with 24x7 access.
 

NON-COMPETITIVE  SERVICES

FundsIndiaAdvisor is here to support you in your business and not compete with you. You have secured access and we only work to facilitate your connection.

At FundsIndiaAdvisor we adhere to the highest standards of client confidentiality.� If for any reason the advisor should decide to cancel the account, FundsIndiaAdvisor will transfer back all registered clients and AUM, as per the agreement.
 
 
 
 
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  1. Advisor signs up with FundsIndiaAdvisor
  2. Advisor uploads or creates client information in FundsIndiaAdvisor
  3. FundsIndiaAdvisor generates user ids, documents for client signature
  4. Once client account opened, investments can start
*Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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© Wealth India Financial Services Pvt. Ltd., 2015. All rights reserved.

Wealth India Financial Services Pvt. Ltd.,
3rd Floor, Uttam Building, No. 38 and 39, Whites Road, Royapettah,
Chennai - 600014, Tamil Nadu
Tel : (0) 7667 166 166 Email : contact@fundsindiaadvisor.com
SEBI Reg. No. INB011468932 | ARN - 69583