The Company Was Promoted By Mr. Ashesh Shah In Ahmedabad In 2000 With The Objective Of Providing Software Services To Select Quality Clientele.Fin-Soft Has Undertaken Assignments For Banks, Investment Advisors And Brokers And Completed The Projects Successfully.During The Submission Of These Assignments The Company Managed To Gain Significant Expertise In The Financial Domain.Realizing The Dearth In Software-Products To Manage Mutual Funds, Equity (Share Market), (Derivatives) Futures & Options, Fixed Deposit And Bonds Transactions Decided To Concentrate On This Segment.Real-Time Assessment Of Transactions, Risk And Information Has Become Fundamental To All Areas Of Financial Services In Both Large And Small-Scale Operations. Fin-Soft Anticipated This Business Requirement And Our Transaction And Database Management Tools Have Been Designed For Use At Every Level Across The Investment Advisory Enterprise.
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Software Development (Our Development Team Is Working After
Products To Maintain It S Live. It Is A Continuous Process
Of Development.)
Fin-Soft Has Set Up Support Center To Look After Sales &
Services Is Centralized Located At Ahmedabad.
To Provide Different Variables To Update The Software
(To Provide Daily Variable I.E. NAV, Fact Sheets,
Introducing New Schemes Etc. Starting In Morning At 7:00AM)
To Go Through The Require Domain Of The Subject & To Prepare
As Per The Requirements Of The Market.
Team Is Always Looking After Opportunity Of The Sales &
Prompt Follow Ups. It Is Also Observing Market Trends &
Variation In Requirement Of The Clients Need.
Fin-Soft Has Also Set-Up A Research And Liaison Office In Mumbai. Fin-Soft Is Actively Looking At Setting-Up Sales Offices Or Partnering With Software Distributors To Market The Products In Select Business Areas.
Dear MF Agent,
We are congratulating you for positioning in TOP 100 MF Advisors of
India.
To reach this position you have done a tremendous effort to get the MF
Investments build a large size of AUM.
In the current situation Trail is only the Income source you have.
Have you ever try to calculate your Trail commission? Or Have you ever
worry about
The correctness of the figure of the Trail receiving form AMC / RTA
Agents?
There are lots of conspiracies to calculate the Trail for your ARN
CODE.
We have solution to reconciliation of Trail Brokerage.
- You can reconcile the Amount received (Deposited in your Bank
Account) with, Amount to be received (Committed) rates offered by
Sales Person of AMC.
WT Software will provide you Claim Report to be produced with
Respected AMC to recover mismatched amount.(With Folio Nos.)
Additional benefits:
- You can estimate your receivable Trail.
- Can bifurcate the Trail among your clients/RM / Sub broker.
WT Software provided by FIN-SOFT is capable to calculate the Trail
commission and even Reconciliation it.
P.S. Please don’t mixed up the features of the tool with your current
back office or front office MF/Wealth management Software.
If you have must went through the Report " Indian Financial
Distribution Industry at the CUSP:" Vision2020. By CRISIL.
In the 5 Year Growth Story : The AUM and Income Shallbe grow by 3
times.
Kindly Project your-self "Whether you want to beat the Benchmark
Growth"? and How much you want to spend after it.(Only with technology
help you can maintain this).
To whom it is useful?
All type of ARN Holders, who are managing sizable AUM & earning sizable trail commission. (IFA - Individual Advisors, Corporate etc)
For further details kindly contact us with your full details:
Name of Organization.
ARN CODE:
Contact Person: Name:
Email ID Cell No:
Thanks & Regards,
Ashesh Shah
(09825028551) ashesh@fin-soft.com
SME. AMFIWEB : (Micro) Small and Medium Enterprise : MF Distributors.
Fin-Soft Strongly believes that Financial Advisors under SME category has become an alternative engine for growth of Advisory business (specially for MF Product) offering a great opportunity to entrepreneurs to manage Savings of common people capital for Retirement Goal.
The Micro, Small and Medium Enterprise (MSME) sector has emerged as a highly vibrant and dynamic sector in the INDIA for Financial Advisory Business. The growth of Indian economy over the last five decades and projection of the Financial Advisory Business for Next Five Years (2020) is 3 times in the sense of AUM and Brokerage Revenue. While many think that large Distributors dominate the industry and Revenue Share, But The Survey Report Projects for Dominating of IFA for the Next 5 Years (Vision-2020).
But how to achieve the growth upto the benchmark level.?
Technology will help you to reach or beat the Benchmark Growth level.
FIN-Soft is always stood up with the solutions (By Investing Huge Amount of Funds after Research and Development.)
Kindly contact us for the Solution and requirements of your need.@
Special Rates.
sme@fin-soft.com : +91-9825028551. Ashesh Shah
Ready to start your next project with us? Send us a messages and we will get back to you as soon as possible!
604, Time Square Building,
Next To Pariseema,
C G Road , Ellisbridge,
Ahmedabad -380006.
India
