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| Name | How Nivesh Help IFAs To Grow Their Financial Business |
| Video Uploader | Video From Nivesh |
| Upload Date | This Video Uploaded At 26-04-2023 14:12:31 |
| Video Discription | Financial advisers may use Nivesh as a plug-and-play platform to run and expand their businesses and assist their customers in the long-term process of building wealth. Customers of the advisers can also log in and utilise the platform themselves through the platform. English and Hindi are the two current versions of Nivesh. In less than 5 minutes, an adviser can onboard a new client, including fully online KYC. The objective trackers facilitate the construction of the appropriate asset allocation for the specific time horizon and risk profile after onboarding. Along with asset allocation, the platform also recommends certain schemes within each asset category. These suggestions are made based on an objective framework that Nivesh's research team created internally. After the investment plans are decided upon, the transactions are carried out smoothly utilising a variety of payment options, including NEFT/RTGS, one-time mandates, checks, and online banking. Transaction status may be followed from View Order. The current market value and return are summarised in Portfolio View, and additional drilling is provided to comprehend performance at the scheme level. To manage the portfolio properly, a variety of data are offered, including gain or loss reports,.... Additionally, Nivesh helps advisers expand their businesses. There is a vast collection of knowledge, and advisors may provide personalised content to both current and potential customers via social media. Through our app, we execute a variety of digital engagement campaigns to pique customers' interest in our products. These leads are then shared with our partners. Our platform offers a lot more capabilities to facilitate an IFA's business operations. Install the Nivesh app to get started. app link- https://bit.ly/3HT4KlW |
| Category | People & Blogs |
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