Prudent Corporate Advisory Services Ltd. (Prudent) has launched online empanelment process for IFAs.
Now, IFAs can become Prudent Partner by following five 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.
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 and 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.
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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.
Disclaimer: No Business Standard Journalist was involved in creation of this content