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Comments Posted
Name : GOURI SHANKAR MISHRACity : BOLANGIR
ARN NO : 2985Date : 09 Nov 2016
Comments :
No alternative to technology. Kindly provide the latest software which is a must for an IFA.
Name : Rajesh CHHEDA City : PANJIM
ARN NO : Finance Factory Date : 15 Jul 2016
Comments :
As someone has said: If you can see the invisible, You can achieve the impossible. Apt article! Cheers!
Name : Himanshu MaheshwariCity : New Delhi
ARN NO : 77725Date : 20 Jun 2016
Comments :
A visionary article, beyond doubt.There for all to follow and build upon. Nevertheless, there is and will be a swarming crowd of potential clients which will need brick and mortar advisors to match their wavelength.
Name : Narayan PrabhuCity : Mumbai
ARN NO : 8079Date : 10 Jun 2016
Comments :
Gajendrabhai, youve rightly stressed the crucial importance of using technology, not only for our survival, but also for exponential growth of our business. Every IFA will have to embrace technology; other hell have to quit. Do keep me updated if you find a comprehensive tech platform. Thanks & Regards
Name : Promila BhardwajCity : New Delhi
ARN NO : 19335Date : 09 Jun 2016
Comments :
i totally agree with the 2020 vision and how we would be operating. we may be feeling frustrated and upset with so much happening around. but the final outcome will be very fruitful. the present time is to prepare and adjust sails as the sea is rough but soon we all will ride over this phase and tell stories about how did we manage. make your own story......
Name : Ajay Kumar AgarwalCity : Kolkata
ARN NO : 104973Date : 09 Jun 2016
Comments :
Great effort sir, your suggestions regularly inspire me to do better then best.
Name : Balajee B RCity : Chennai
ARN NO : 31256Date : 09 Jun 2016
Comments :
I really enjoyed and appreciate the article. Simply well thought off and futuristic. Thanks for the time.
Name : Gajendra KothariCity : Mumbai
ARN NO : Etica Wealth MgmtDate : 09 Jun 2016
Comments :
Thanks so much Mohsin and Pradip for your kind words. I am very hopeful that this will become reality much before 2020. Presently, I am giving couple of such softwares a try. Will certainly share with you the details if I fine them OK.
Name : D B DESAICity : KUDAL
ARN NO : 0234Date : 09 Jun 2016
Comments :
May I request all to share the information about the best platform/software as of today which can be used by an IFA. I agree that finding the best would be difficult and there will be changes in future but a reasonably near to perfect solution in technology for advisors which can solve the problems of financial planning, regulatory compliance, transaction execution, reporting, MIS, CRM and multiasset portfolio management at one place or a combination of 1,2,3 things would be expected.
Name : Pradip City : VALSAD
ARN NO : ARN-64024Date : 09 Jun 2016
Comments :
Mr. Gajendra, you are a great visionary and I appreciate your anology going foward. Bulk of the time is spent on mundane unproductive activities as you rightly mentioned. Please let me know if you have such a software. Because this is the need of the hour. I have explored a few softwares and I found perfios can fulfill some of the requirements of Ms Moneypenney. But again it is investor centric and we need a software like Ms Moneypenney which you have visualized. Thank you for your wonderful insight and please let us know if you come across some software like Ms Moneypenney.
Name : Raj TalatiCity : Vadodara
ARN NO : 3535 -ABM InvestmentDate : 09 Jun 2016
Comments :
Look forward "Moneypenny" to become reality much before 2020....
Name : Mohsin Bijepuri City : Chennai
ARN NO : 33913Date : 09 Jun 2016
Comments :
Gajendraji has been a genius presenter on technology. Now he has proven that he is creative too. This is a superb write up on a scenario that can exist & the metaphor of Ms.Moneypenny chosen so aptly is perfect to the T. Yes we cant do without technology. Thank you Gajendra.
Submit Your Comments
Name
ARN No/Co Name
Comments
Verification Code
* Email *
* City *
*
*
2pya39
Type the characters in the picture.
We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry.
 
Comments Posted
Name : GOURI SHANKAR MISHRACity : BOLANGIR
ARN NO : 2985Date : 09 Nov 2016
Comments :
No alternative to technology. Kindly provide the latest software which is a must for an IFA.
Name : Rajesh CHHEDA City : PANJIM
ARN NO : Finance Factory Date : 15 Jul 2016
Comments :
As someone has said: If you can see the invisible, You can achieve the impossible. Apt article! Cheers!
Name : Himanshu MaheshwariCity : New Delhi
ARN NO : 77725Date : 20 Jun 2016
Comments :
A visionary article, beyond doubt.There for all to follow and build upon. Nevertheless, there is and will be a swarming crowd of potential clients which will need brick and mortar advisors to match their wavelength.
Name : Narayan PrabhuCity : Mumbai
ARN NO : 8079Date : 10 Jun 2016
Comments :
Gajendrabhai, youve rightly stressed the crucial importance of using technology, not only for our survival, but also for exponential growth of our business. Every IFA will have to embrace technology; other hell have to quit. Do keep me updated if you find a comprehensive tech platform. Thanks & Regards
Name : Promila BhardwajCity : New Delhi
ARN NO : 19335Date : 09 Jun 2016
Comments :
i totally agree with the 2020 vision and how we would be operating. we may be feeling frustrated and upset with so much happening around. but the final outcome will be very fruitful. the present time is to prepare and adjust sails as the sea is rough but soon we all will ride over this phase and tell stories about how did we manage. make your own story......
Name : Ajay Kumar AgarwalCity : Kolkata
ARN NO : 104973Date : 09 Jun 2016
Comments :
Great effort sir, your suggestions regularly inspire me to do better then best.
Name : Balajee B RCity : Chennai
ARN NO : 31256Date : 09 Jun 2016
Comments :
I really enjoyed and appreciate the article. Simply well thought off and futuristic. Thanks for the time.
Name : Gajendra KothariCity : Mumbai
ARN NO : Etica Wealth MgmtDate : 09 Jun 2016
Comments :
Thanks so much Mohsin and Pradip for your kind words. I am very hopeful that this will become reality much before 2020. Presently, I am giving couple of such softwares a try. Will certainly share with you the details if I fine them OK.
Name : D B DESAICity : KUDAL
ARN NO : 0234Date : 09 Jun 2016
Comments :
May I request all to share the information about the best platform/software as of today which can be used by an IFA. I agree that finding the best would be difficult and there will be changes in future but a reasonably near to perfect solution in technology for advisors which can solve the problems of financial planning, regulatory compliance, transaction execution, reporting, MIS, CRM and multiasset portfolio management at one place or a combination of 1,2,3 things would be expected.
Name : Pradip City : VALSAD
ARN NO : ARN-64024Date : 09 Jun 2016
Comments :
Mr. Gajendra, you are a great visionary and I appreciate your anology going foward. Bulk of the time is spent on mundane unproductive activities as you rightly mentioned. Please let me know if you have such a software. Because this is the need of the hour. I have explored a few softwares and I found perfios can fulfill some of the requirements of Ms Moneypenney. But again it is investor centric and we need a software like Ms Moneypenney which you have visualized. Thank you for your wonderful insight and please let us know if you come across some software like Ms Moneypenney.
Name : Raj TalatiCity : Vadodara
ARN NO : 3535 -ABM InvestmentDate : 09 Jun 2016
Comments :
Look forward "Moneypenny" to become reality much before 2020....
Name : Mohsin Bijepuri City : Chennai
ARN NO : 33913Date : 09 Jun 2016
Comments :
Gajendraji has been a genius presenter on technology. Now he has proven that he is creative too. This is a superb write up on a scenario that can exist & the metaphor of Ms.Moneypenny chosen so aptly is perfect to the T. Yes we cant do without technology. Thank you Gajendra.