One digital
Digital distribution
infrastructure across asset
classes and products
Investment product marketplace for
'search ,discovery and comparison'
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Access the most comprehensive, differentiated investment product opportunities beyond vanilla mutual funds.
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Mutual Funds
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PMS - Hard to access PMS managers
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AIF's - Listed equities, private equities and structured debt opportunities.
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Bonds and NCDs
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Access the most comprehensive, differentiated investment product opportunities beyond vanilla mutual funds.
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Mutual Funds
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PMS - Hard to access PMS managers
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AIF's - Listed equities, private equities and structured debt opportunities.
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Bonds and NCDs
Pre-meeting "playbook" for Investment professionals
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Unlisted equities - Pre IPO unlisted stocks with high growth trajectories.
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Corporate FDs and P2P lending products - enhanced fixed income investments
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International equity & fractional hedge funds - Access global investments at your fingertips
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"Compare tool" - Helps investment professionals choose from the best that is available for their clients.
Simplify your tasks
CRM tools
Birthdays
Anniversaries
Appointments
Quick Track SIPs & Product drawdown dates
Access seamless multi-asset digital transaction placement, execution and reporting
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Digital onboarding and KYC to serve your clients better
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Digital multi product transactions.
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Insightful advisor dashboard - Insights on AUMs, revenues and other data points.
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Aggregate and report client portfolio data across multiple instruments, investing entities and even multiple advisors as "held away" portfolio.
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Consolidated 360 degree view of client asset classes including unlisted investments, real estate holdings, insurance holdings, loans and FD's.
Dynamic "admin" screen
Add users and map their roles.
Assign menu features as you deem fit.
Customize themes ,colour palettes and modify domains as per your personal brand image.
