Online Automated Financial Planning Website for Sale in Mumbai, India
- The company can create automated detailed Financial Plans, Customise Mutual Fund Portfolios, compare the offered interest rates of various Financial institutions on different loans and collect data of the interested customers to execute the same.
-We provide information about a plethora of financial instruments including Government schemes, life and general insurance, fixed income instruments, etc and also help to purchase some of them.
- The portal is ideal for wealth management businesses targeting mass, mass affluent and affluent customers.
Financial Planning / Risk Profiling / Asset Allocation / Customised Mutual Funds Portfolio / Life and Health Insurance / PMS / Bonds / Loans / Tax services, etc.
Earlier than 15 daysInvestment Director, Mumbai, Investment Bank connected with this business
Earlier than 15 daysAssociate, Investment Banking, Hyderabad, Corporate Investor / Buyer connected with this business
Earlier than 15 daysBusiness Development Consultant, Kristiansand, Financial Advisor connected with this business