IFA Planet: Empowering Advisors (IFAs) with Comprehensive Asset Management Portal
Paresh Madani, Founder& CEO
Financial advisors today face various sorts of challenges such as managing the financial advisory business, meeting client expectations, managing information and thus spend several hours in a day to manage these tasks which indirectly cost a lot to their profession. To reduce this additional time in deployment, to delight the customer with timely and managed service, to increase the productivity of IFAs and to keep up IFAs with new technology, Indore headquartered IFA Planet has come up with a comprehensive Portfolio Management portal solution-“IFA-Planet”.
With the help of IFA-Planet, an IFA will always be able to manage his entire mutual fund business by getting all the key business data, statistics, and analysis including client's portfolio management and research. Along with this, an IFA can also manage his entire business in a state of the art cloud based system which is accessible 24/7 over any device and at any place. IFAPlanet has changed the conventional financial advisory business to a more efficient, productive and result oriented business model. “IFAPlanet is India’s first comprehensive asset management portal with the clear objective to make it more affordable for every IFA, with a dream to join their hands with revolutionary new age Technology,” affirms Paresh Madani, Founder & CEO, IFA-Planet.
User-Friendly and Device Friendly Software with Live SOA Download
IFAs have to spend a huge amount of time in obtaining SOAs from
conventional sources. IFA Planet is the first and the only service provider in the industry to offer the facility of live SOA (Statement of Account)downloads instantly. Firstly, the software is made completely user friendly with access to every important utility available in the portal and is easy for IFAs to deliver all operational tasks at minimum possible clicks.
"IFA-Planet is India’s first comprehensive asset management portal with the clear objective to make it more affordable for every IFA, with a dream to join their hands with revolutionary new age Technology"
For example, IFAs can take out a valuation report of their clients in just three clicks. Secondly, the whole platform is completely device friendly, which means no matter what the size of the device, the software aligns
itself accordingly in such a way that it gives the same ease of use. So, even if the IFA is far from the clients, he can still serve them in a timely manner. Thirdly, IFA Planet offers affordable and simple pricing model common for all the IFAs irrespective to their AUM sizes. IFA Planet has adopted the policy of giving “7 Days’ fully featured trial desk” along with a small training to the IFAs to let them explore all the features themselves, so that they get confidence of using technology and get convinced that IFA Planet will help them to reduce the non-revenue based time engagements, and lastly, it offers one of the best after-sales support in the industry.
IFA Planet was started in the year 2015 by Paresh Madani and in such a short time span, IFA Planet has emerged as a brand, serving 2730 IFAs with a combined client base of around 19.5 Lac investors across 350+ cities in India and abroad. In the IFA community,IFA Planet is reputed as the most user-friendly andaffordable technology across the industry. IFA Planet is continuously working for the benefit of the IFA fraternity and has pretty big roadmap to serve the IFAs and help them to increase their productivity in a much easier and efficient way.
"IFA-Planet is India’s first comprehensive asset management portal with the clear objective to make it more affordable for every IFA, with a dream to join their hands with revolutionary new age Technology"
For example, IFAs can take out a valuation report of their clients in just three clicks. Secondly, the whole platform is completely device friendly, which means no matter what the size of the device, the software aligns
itself accordingly in such a way that it gives the same ease of use. So, even if the IFA is far from the clients, he can still serve them in a timely manner. Thirdly, IFA Planet offers affordable and simple pricing model common for all the IFAs irrespective to their AUM sizes. IFA Planet has adopted the policy of giving “7 Days’ fully featured trial desk” along with a small training to the IFAs to let them explore all the features themselves, so that they get confidence of using technology and get convinced that IFA Planet will help them to reduce the non-revenue based time engagements, and lastly, it offers one of the best after-sales support in the industry.
IFA Planet was started in the year 2015 by Paresh Madani and in such a short time span, IFA Planet has emerged as a brand, serving 2730 IFAs with a combined client base of around 19.5 Lac investors across 350+ cities in India and abroad. In the IFA community,IFA Planet is reputed as the most user-friendly andaffordable technology across the industry. IFA Planet is continuously working for the benefit of the IFA fraternity and has pretty big roadmap to serve the IFAs and help them to increase their productivity in a much easier and efficient way.
