This service is ideal for your big clients - HNIs and Corporates alike, where you can make a head-start with this product and impress them and make them your loyal clients. Such an integrated product with the quality, scope of reports is unique in the industry.

FEATURES

Unique
This product is unique, one of its kind, in the industry combining all different investment assets and products into a single automatic on-line account. The scope of assets covered, structure and the extent / quality of reports makes it a winner throughout.

Assets Covered
The Assets covered are: All Mutual Fund Schemes (routed through you), Direct Equity and Fixed Income Instruments with include - Bank Deposits, Company Fixed Deposits, Bonds, Debentures, PPF, Debentures, NSS, Postal Savings, etc

On-line Automatic
The account is available online - any time anywhere to your clients. Wealth nest reflects the 'real value' of your investments, especially mutual funds and direct equities, where the values are updated on a daily basis. Further all mutual fund transactions of your clients routed through you will only be automatically displayed, creating a preference for your service and a barrier for your competitors to break.

Comprehensive
The offering is comprehensive and complete given the contents and from utility point of view. All major investment avenues that a normal investor has is been covered under Wealth Nest. The service offers quality, insightful reports to your clients on their investments.

REPORTS