Nivesh.com Talk show with Avinash Gupta | Journey to become successful Mutual Fund Advisor
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Nivesh.com Talk show with Avinash Gupta | Journey to become successful Mutual Fund Advisor |
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This Video Uploaded At 11-12-2019 04:56:46 |
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Want to build a Multi-crore Mutual Fund Business? Are you working in the Financial Sector & facing difficulty in growing your business?
Don't worry, Nivesh.com presents you a Talk Show to help solve your worries. In this show, you'll get to know about some of our well-established partners who have grown their AUM.
Today, we will meet Avinash Gupta, a Mutual Fund Advisor from Jaipur, Rajasthan. Earlier, he was working as an Insurance Advisor till 2005 when he began his Mutual Fund Business. There were many ups & downs in his business, but still, he stayed & waited for the market to correct. Till date, his AUM counts to Rs 25 crores. Last month, Mr Avinash Gupta merged his AUM of Rs 22 Crore with Nivesh.com & became one of the top-performing partners. After empanelling with Nivesh.com in 2018, he has increased his client base to 274 clients.
Watch the video to know how he built a well-established business. After watching the video, you’ll know the answers to the following questions:
1. How to increase your Mutual Fund Business?
2. How to bring in new investments from a prospect?
3. Why Customer service is the key to retention?
4. How empanelling with Nivesh.com can help in managing clients?
5. How easy management of clients can be done on Nivesh Mobile App?
6. Why you should add multiple products to grow your business?
7. How to start Client Acquisition after setting up a Mutual Fund Business?
8. Why Customer Referral is a great way to grow your business?
9. Why you should partner with a well-established Mutual Fund Distribution like Nivesh.com?
If you’re looking for answers to these questions, you’ll love this video!
Moreover, Avinash Gupta told about some key benefits of empanelling with Nivesh.com. Some of the key benefits include:
1. Operational Work.
2. Back-end support including Fund Research, Post-investment service & Customer Query Support etc.
3. With an easy to use & understand Mobile App, it became much easier to start his client’s investment journey. Also, the client creation process was much easier than before! Moreover, any problems faced while surfing the Mobile App were solved with Nivesh’s Tutorials on YouTube.
All the challenges faced by Avinash Gupta were solved with the help of Nivesh.com. Now, he is able to spend quality time on Customer Acquisition.
Want to become a successful Mutual Fund Advisor like ? Connect with us at 7290029202
To get the best Financial Advice, email us at avinashdewik@gmail.com or contact 9414245660
Nivesh.com is an award-winning digital-first platform that enables investors to grow their investments with state-of-the-art technology. We also help investors to diversify their portfolio into different financial products like Mutual funds, Fixed deposits, P2P lending, PMS, AIF, powered by an expert-driven recommendation engine.
Nivesh.com was founded by Anurag Garg, a veteran in the financial services and mutual funds space, and Sridhar Srinivasan, an IIT-IIM technologist. Major investors include former Google India Managing Director - Rajan Anandan and former Infosys Global Sales Head - Basab Pradhan.
Nivesh.com has won multiple recognitions: Startup Superhero Hunt 2018 organized by Entrepreneur India, CIO Review ’10 Most Promising Fintech Startups 2019, Finext Award – ‘Excellence in Finance – Companies’ in Singapore.
Our platform has enabled more than 1,00,000 mutual fund transactions on the platform till date for clients across 400+ cities.
So what are you waiting for? Start your investments today!
Click the link below to download our mobile app & start your investment in a few steps:
http://bit.ly/2HSk1Wh
Join us on these social media platforms:
Facebook: https://www.facebook.com/niveshapp/
Twitter: https://twitter.com/
LinkedIn: https://www.linkedin.com/company/
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