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• 
  assetplus partners posted a tema in the forum Fuera de contexto:

  Has Anyone Tried AssetPlus for Mutual Fund Distribution?

  Hi everyone,
  I recently came across a platform called AssetPlus while exploring better tools for managing my Mutual Fund Distribution business. After using it actively for a few weeks, I thought of starting a thread here for anyone curious about digital...MásHi everyone,
  I recently came across a platform called AssetPlus while exploring better tools for managing my Mutual Fund Distribution business. After using it actively for a few weeks, I thought of starting a thread here for anyone curious about digital platforms for MFDs.
   
  Here’s a quick breakdown of what AssetPlus offers:
  ✅ End-to-End Distribution Platform From client onboarding and KYC to SIP execution, capital gains reports, and portfolio reviews — everything happens on a single dashboard.
  ✅ White-Labeled App & Website for MFDs You can get your own custom-branded app and website. This is great for building credibility with clients.
  ✅ Zero Platform Fee There’s no software charge. AssetPlus earns from trail commissions (backend), so you keep more of your earnings.
  ✅ Insurance + Mutual Fund Integration One of the only platforms I found that lets you offer both mutual funds and insurance from a single interface.
  ✅ Support & Training They offer onboarding support, training webinars, and...  Menos

  • #SIP
  • #mutual funds
  • #AssetPlus
  • #Mfds

  • 18 de ago.
• 
  Varun Saini publicó una nueva entrada de blog:

  

  How to Handle Tax Reporting for Mutual Funds Purchased Online

  Taking care of tax reporting for mutual funds you buy online is a crucial component of investment management.

  • #SIP
  • #mutual funds

  • 17 de septiembre de 2024
• 
  Rohan kmb posted a tema in the forum Fuera de contexto:

  New to mutual funds?

  New to mutual funds? Imperial Money provides a comprehensive guide on how to select the right mutual funds for beginners. Learn about key factors to consider, such as risk tolerance, investment goals, and fund performance.

  • #mutual funds
  • #Selecting mutual funds
  • #Beginner's guide

  • 7 de julio de 2023
• 
  Rohan kmb posted a tema in the forum Fuera de contexto:

  5 Investment Strategies to Help You With Wealth Creation

  Are you looking for wealth creation? If so, you've come to the right place! In this blog post, we will discuss five proven investment strategies that can help you reach your financial...MásAre you looking for wealth creation? If so, you've come to the right place! In this blog post, we will discuss five proven investment strategies that can help you reach your financial goals. https://www.imperialfin.com/5-investment-strategies-to-help-you-with-wealth-creation/  

  • #mutual funds
  • #Investment Strategies
  • #Wealth Creation

  • 20 de mayo de 2023
• 
  Rohan kmb posted a tema in the forum Fuera de contexto:

  Estate Planning Solutions for Your Needs

  Contact Imperial Money today to learn more about our estate planning services and how we can help you protect your assets and your legacy. https://shorturl.at/befwY

  • #mutual funds
  • #estate planning
  • #estate planning services

  • 18 de mayo de 2023
• 
  Rohan kmb posted a tema in the forum Fuera de contexto:

  Invest in Mutual Funds with Imperial Money - The Easy and Secure

  Imperial Fin is a leading financial services company that offers a variety of investment products, including mutual funds. Our mutual fund investment app makes it easy and secure to invest in mutual funds, even if you're a beginner. With our app, you...MásImperial Fin is a leading financial services company that offers a variety of investment products, including mutual funds. Our mutual fund investment app makes it easy and secure to invest in mutual funds, even if you're a beginner. With our app, you can: Invest in a variety of mutual funds, including index funds, target-date funds, and actively managed funds. https://bit.ly/42CTC5T  

  • #Mutual fund app
  • #mutual funds
  • #investment app

  • 15 de mayo de 2023
• 
  Rohan kmb posted a tema in the forum Fuera de contexto:

  Learn More About Equity Investment

  Equity Investment can be a smart way to diversify your portfolio and potentially earn a steady stream of income. At Imperial Money, our team of experts is dedicated to managing your equity portfolio with a variety of strategies to help you achieve your...MásEquity Investment can be a smart way to diversify your portfolio and potentially earn a steady stream of income. At Imperial Money, our team of experts is dedicated to managing your equity portfolio with a variety of strategies to help you achieve your financial goals. Learn more about bond investing and how it can benefit your portfolio. https://bit.ly/3LPgVlE  

  • #Mutual fund app
  • #mutual funds
  • #Equity Investment

  • 9 de mayo de 2023