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20X higher growth for active platform users
Its now 18 months since the launch of Fundzbazaar, Prudent’s technology platform for its channel partners. Sanjaybhai has some startling statistics that he shares with us on how the platform is significantly helping his IFAs ramp up business.
01-Mar-2018

Chennai IFAs discuss pros and cons of OFA
Ramakrishna Nayak and Satya Yanmantaram discuss why they opted for platforms and draw up a "balance sheet" of OFA's assets and liabilities - its pros and cons
19-Jan-2018

Gajendra’s 10 commandments on transaction platforms
In the concluding part of his 4 part article series on transaction platforms, Gajendra shares 10 practical insights on how you can get started with leveraging transaction platforms. His rich experience in utilizing platforms comes through clearly in these very wise insights on getting started and gaining comfort with platforms.
03-Apr-2017

BSE Star MF – pros and cons
In the third part of his 4 part article series on transaction platforms, Gajendra covers the pros and cons of BSE Star MF exchange platform. Its got some big players using it, which helps drive volumes, and has an exciting upcoming fund research tie up on the cards. However, like the NSE NMF II platform, the experience for transacting for first time MF investors is far from satisfactory.
24-Mar-2017

NSE NMF II – pros and cons
In the second part of his 4 part article series on transaction platforms, Gajendra covers the pros and cons of the NSE NMF II exchange platform. There are many upcoming features to look forward to, but one drawback that both exchange platforms need to resolve is how to make them more convenient for first time MF investors.
24-Mar-2017

Why is no AMC promoting MF Utility?
In the first part of his 4 part article series on transaction platforms, Gajendra covers the pros and cons of the MF industry’s shared services initiative, MF Utility, covers the key issue of MFU promoting direct plans and asks a very pertinent question: why is no AMC promoting MFU?
17-Mar-2017

Inspiring story of IFAs coming together for a new beginning
Rajesh narrates the story of 3 IFAs who thought much beyond the near term, and decided to come together even though none had any immediate catalyst to drive them in this direction. The thought process that drove key decisions on the merger is truly inspiring.
08-Dec-2016

1266 distributors are actively using this platform
NSE’s NFM II platform has become very popular among 1266 distributors, who are executing around 5000 transactions per day on it. NSE’s Mukesh Agarwal takes us through the features and benefits as also the future plans for this platform that has clearly caught distributors attention.
18-Nov-2016

A touching real life story, with very valuable lessons
Rajesh Krishnamoorthy takes us through practical examples of how the platform has partnered advisors on one aspect of practice which very few advisors pay enough attention to: continuity planning for their own practices
20-Oct-2016

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